Third-Annual Cross Institutional Lending Conference


Join Gowling WLG for engaging presentations designed to offer corporate and commercial bankers important insights for secured lending transactions.

This event will empower attendees with the knowledge needed to more effectively structure security for lending transactions. It will also provide valuable insights for junior and more seasoned bankers when designing a solid security package or reviewing purchase documentation.


Time (ET)



Canad a/US cross-border lending
Join our conversation with a US legal expert as we discuss key aspects that Canadian lenders should consider when they encounter US credit parties and assets.

Hosted by: Matthijs van Gaalen

Presented by: Jeffrey M. Monaco (Phillps Lytle LLP)

11 a.m.

The convergence of lending and technology

Like physical assets or real property, it is possible to take a security interest in intangible intellectual property (IP) like patents and trademarks and still be on solid footing.

This presentation will include discussions with experts and industry veterans relating to (a) the growth and funding of tech/IP based companies, (b) a lender side view of the value, risk and financing of IP, and (c) key points to make sure your security interest is effective and can be recorded correctly and in the proper jurisdictions.

Hosted by: Patrick Mc Ilhone

Presented by: Alex Ross, Lally Rementilla (BDC) & Michael Wong (McMaster Innovation Park)

12 p.m.

Lunch/networking break

1 p.m.

Financing share and asset purchase transactions
Purchase agreements can be a few pages or hundreds. The transaction may be between arms-length entities or affiliated entities. The details can be simple or complex. The common trait is that bankers need to understand key aspects of share and asset purchase transactions prior to financing an acquisition transaction.

This session will cover key aspects of purchase agreements, standard due diligence, liability concerns, and common areas of negotiations.

Hosted by: Richard Dusome

Presented by: Sacha Babic & Travis Evens

2 p.m.

Financing real property acquisitions
A mortgage is central to a lender's security on a real estate acquisition financing, but so too is an understanding of the real property purchase transaction. Join our real estate lawyers as they chat through key aspects of a real property acquisition that bankers should turn their mind to in the context of a financing including review of a purchase agreement, title and off-title due diligence, title insurance vs title opinions, and common areas of negotiations.

Hosted by: Stephanie Harvey

Presented by: Pamela Green & Mark Giavedoni 

3 p.m.

30-minute networking session

Second-annual conference at a glance

  • 345 registered guests from:
    • 43 financial institutions
    • 58 other businesses
  • 100% of survey respondents said they would attend again

Attendee feedback

  • "A first class effort. No one else is doing equivalent presentations."
  • "This was one of the best virtual conferences I've attended."
  • "The sessions were very informative, and the presenters very engaging."

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External speakers

Event contact

Emily Baynes
Business Development & Marketing Specialist
+1 905 540 8208 x23674

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