Library

An overview of the wealth management industry. This includes a review of different types of wealth management firms, the clients they serve, the financial planning, investment management and other services they offer, and how they earn money.

A look at when a target board can change its recommendation for a superior proposal or an intervening event. Also includes a discussion of matching rights. Features interviews with ABA M&A Committee member Jenny Hochenberg from Freshfields Bruckhaus Deringer and Igor Kirman from Wachtell, Lipton, Rosen & Katz.

Acquisition agreements used in M&A deals have a lot in common, but there are also important differences. This course covers the main provisions to help give a general understanding of them all.

A walkthrough of an equity commitment letter, as well as an examination of their role in securing financing commitments and their specific implications in private equity mergers and acquisitions.

Explains the difference between associates who simply complete tasks versus those who take full ownership of their work. Covers the ownership mindset and provides practical tips for putting it into practice.

A discussion of the closing process for debt and equity securities offerings, including the responsibilities of the parties, preparing a closing checklist and typical closing documents.

This track explores how private equity deals are financed, how management incentives are structured, and the strategies funds use to create value.

An introduction to the document review and production process, privilege and work product protection, and litigation holds.

An introduction to different types of securities and securities offerings, including an overview of the IPO process, greenshoe options, follow-on offerings, and shelf registrations and takedowns.

Explains key concepts in financial reporting and accounting, such as accrual accounting, revenue recognition, and depreciation and amortization. This track also covers the roles in a finance department; the processes of accounting, financial reporting, and audits; and how to analyze a company’s annual report and financials.

Mastering the essentials of trial practice: opening statements, closing arguments, directs and cross-exams. Also covers courtroom decorum and ethical issues that arise during a trial.

Lawyers will learn about the main types of loans, including term loans, revolvers, secured and unsecured loans, and bilateral and syndicated loans. The program also reviews key features commonly found in commercial loans, such as repayment provisions, guaranties, and covenants and events of default.