Get ready for a one-of-a-kind experience at the 2024 Mid-Market Lending Conference.
Gone are the days when the only challenge in mid-market lending was sourcing deals. Today's bankers face a range of complexities, from understanding intricate deal structures and securing access to capital, to navigating regulatory landscapes, changing market trends, and more.
We're here to help…
Join us at the Mid-Market Lending Conference, returning by popular demand, as we explore innovative solutions to drive your success forward.
What to expect:
- Choose from 12 different sessions tailored to your interests and business needs
- Fortify your deals with insights from 15+ esteemed speakers, spanning legal counsel, private investors, industry experts and more
- Connect with 150+ bankers in your industry
- Immerse yourself in a fun and casual atmosphere... because who says a conference can't include air hockey tables and race car games?
Agenda
Time |
|
9 a.m. |
Welcome |
9:30 a.m. |
Real estate financing Patrick Mc Ilhone + Lisa Rossi
Locating anti-transaction mines before they explode Sahil Shoor + Irena Kramer
Security 101 Matthijs van Gaalen
|
10:30 a.m. |
Coffee break |
10:45 a.m. |
Who wants to be a fully secured creditor? Richard Dusome + Matthijs van Gaalen
North to south: A guide to cross-border lending Stephanie Harvey + Jeff Monaco
Art of the deal: Round table with private equity investors Marcus Hinkley + Jonathan Bega + Hayden Sands
|
11:45 a.m. |
Lunch + games |
12:45 p.m. |
Fix, forbear or exit? Troubled loans and liquidity David Cohen + Thomas Gertner
Fundamentals of loan agreements Lisa MacDonnell + Christina Pawliszyn
Security 101 Matthijs van Gaalen
|
1:45 p.m. |
Coffee break
|
2:00 p.m. |
Closing deals in share and asset sales Marcus Hinkley + James Knight
Advanced strategies in loan agreements Lisa MacDonnell + Christina Pawliszyn
North to south: A guide to cross-border lending Stephanie Harvey + Jeff Monaco
|
3:00 p.m. |
Class dismissed... join us for happy hour and games
|
Speakers
A power-packed line-up of speakers from Gowling WLG and esteemed industry experts.
Gowling WLG
-
Christina Pawliszyn, Partner, Waterloo Region
-
David Cohen, Partner, Toronto
-
Irena Kramer, Partner, Waterloo
-
Lisa MacDonnell, Partner, Toronto
-
Lisa Rossi, Partner, Toronto
-
Marcus Hinkley, Partner, Toronto
-
Matthijs van Gaalen, Partner, Hamilton
-
Patrick Mc Ilhone, Partner, Hamilton
-
Richard Dusome, Counsel, Hamilton
-
Sahil Shoor, Partner, Waterloo Region
-
Stephanie Harvey, Partner, Hamilton
-
Thomas Gertner, Partner, Toronto
Industry experts
-
Hayden Sands, Senior VP, KPMG
-
James Knight, Partner, RSM Canada
-
Jeff Monaco, Partner, Phillips Lytle
-
Jonathan Bega, Founder, Gestalt
Sessions
Real estate financing
Patrick Mc Ilhone + Lisa Rossi
As real estate investments continue to play a pivotal role in financial portfolios, understanding the intricacies of lending against real estate assets is paramount. Gain insights on due diligence and optimizing security structures to safeguard lender interests.
Locating anti-transaction mines before they explode
Sahil Shoor + Irena Kramer
Even amid strong financials and thriving business, shareholder disputes can turn opportunities into distressing ordeals. Learn practical approaches for pre-emptively addressing pitfalls and enhancing transaction integrity.
Security 101
Matthijs van Gaalen
How do you design a security package that truly protects your organization? Dive into our session to uncover key insights into crafting robust security strategies, exploring common documents, and mastering risk mitigation and compliance.
Who wants to be a fully secured creditor?
Richard Dusome + Matthijs van Gaalen
The "why" and "how" of preparing priority arrangements with third-party creditors. In a fun and interactive setting reminiscent of a game show, learn best practices for structuring agreements.
North to south: A guide to cross-border lending
Stephanie Harvey + Jeff Monaco
Going cross border with your lending activities? This session is your ultimate guide to successful cross-border lending, covering key aspects Canadian lenders should consider when encountering US credit parties and assets.
Art of the deal: Round table with private equity investors
Marcus Hinkley + Jonathan Bega + Hayden Sands
Discover how investors evaluate potential deals based on market trends and growth prospects. Gain valuable insights into deal analysis and uncover the strategies behind successful investments.
Fix, forbear or exit? Troubled loans and liquidity
David Cohen + Thomas Gertner
Insights for bankers to navigate difficult discussions, encompassing crucial legal considerations, guidelines for engaging the Special Loans team, and essential aspects of notices regarding events of default, waivers, and reservations of rights.
Fundamentals of loan agreements
Lisa MacDonnell + Christina Pawliszyn
From establishing credit facilities to optimizing terms, including interest rates, scheduled repayments, and more, learn how to draft and review loan agreements like a pro.
Closing deals in share and asset sales
Marcus Hinkley + James Knight
From security measures and negotiating purchase agreements to understanding the nuances between share and asset purchases, we'll cover it all. Walk away equipped to navigate the complexities of business sales.
Advanced strategies in loan agreements
Lisa MacDonnell + Christina Pawliszyn
Delve deeper into loan agreements as we unravel the complexities of reps, warranties and covenants. Learn expert strategies for compliance, risk management and party protection.