Mid-market lending conference

GameTime Social, 3330 S Service Rd, Burlington, ON, L7N 3M6 View in Google Maps

09 May 2024
9 a.m. - 4:30 p.m. EST

Contact Aileen Black to learn more

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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? 


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


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 ​



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.