Housing Update Live - Federal New Issue Bond Program
Recently Pepper Hamilton partner Shel Schreiberg hosted another Housing Update conference in our Washington D.C. office. Our special guest was Harry Sewell, Executive Director of the D.C. Housing Finance Agency. The principal discussion of the session was about the Federal New Issue Bond Program, but the session covered a range of topics including the District's administration of the American Recovery and Reinvestment Act funds and its experience with Exchange Funds.
Listeners can email podcasts@pepperlaw.com to subscribe to Pepper’s Housing Update newsletter.
(Running Time: 51:20)
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Current Investor Focus and Capital Trends in Banking Sector - Investing in Financial Institutions
Recently Pepper hosted an event entitled “Investing in Financial Institutions – Opportunities and Pitfalls.” This event examined the key legislative and regulatory issues involved in investing in financial institutions and how the rules change when the target institution is a failed bank.
This podcast features the presentation of Lee Calfo and Chad Hull. Chad is a managing director for Boenning & Scattergood, Inc. and Lee is a portfolio manager for 1914 Advisors, a division of Boenning & Scattergood. Their presentation discussed the current investment focus and capital trends in the banking sector.
Download a copy of his presentation.
(Running Time: 42:21)
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Regulatory Issues - Investing in Financial Institutions
Recently Pepper hosted an event entitled “Investing in Financial Institutions – Opportunities and Pitfalls.” This event examined the key legislative and regulatory issues involved in investing in financial institutions and how the rules change when the target institution is a failed bank.
This podcast features the presentation of Frank Mayer and Tim McTaggart. Frank is a partner in the Philadelphia office of Pepper who focuses his practice on counseling regulated business enterprises including tax-exempt organizations, with a special emphasis on financial institutions. Tim is a partner in the Washington, D.C. office of Pepper who focuses his practice on bank and financial services regulatory matters. Their presentation focused on the regulatory issues involved in investing in financial institutions.
Download a copy of his presentation.
(Running Time: 23:56)
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Hot Legislative Issues - Investing in Financial Institutions
Recently Pepper hosted an event entitled “Investing in Financial Institutions – Opportunities and Pitfalls.” This event examined the key legislative and regulatory issues involved in investing in financial institutions and how the rules change when the target institution is a failed bank.
This podcast features the presentation of Tim McTaggart. Tim is a partner in the Washington, D.C. office of Pepper who focuses his practice on bank and financial services regulatory matters. His presentation focused on the hot legislative issues in the banking industry.
Download a copy of his presentation.
(Running Time: 21:22)
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UPDATE: Significant Private Equity and Sovereign Wealth Investments in U.S. Financial Institutions
Since our last podcast on significant private equity and sovereign wealth investments in U.S. financial institutions, there have been some significant updates in the marketplace. Tim McTaggart, a partner in the Washington, D.C. office of Pepper who focuses his practice on bank and financial services regulatory matters and Travis Nelson, an attorney in Pepper’s Princeton office and a member of the firm’s Financial Services and White Collar and Corporate Investigations Practice Groups, return to discuss these updates.
A chart of significant private equity and sovereign wealth investments in U.S. financial institutions is referenced throughout the podcast.
Listeners can subscribe to receive Pepper’s Financial Services Update by emailing podcasts@pepperlaw.com.
(Running Time: 8:59)
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Significant Private Equity and Sovereign Wealth Investments in U.S. Financial Institutions
This podcast features a discussion on significant private equity and sovereign wealth investments in U.S. financial institutions, including descriptions of some of the investment structures used in these transactions and an explanation of how private equity and sovereign wealth investments are structured in India and the challenges with these structures.
Participants in this podcast include Tim McTaggart, a partner in the Washington, D.C., office of Pepper who focuses his practice on bank and financial services regulatory matters; Brad Boericke, a Pepper partner in London and a member of the firm’s Financial Services Practice Group; Janaki Rege Catanzarite, an associate in the Investment Management Practice Group of Pepper Hamilton; and Travis Nelson, an associate in the Financial Services and White Collar and Corporate Investigations Practice Groups of the firm and a resident in both the Philadelphia and Princeton offices.
A chart of significant private equity and sovereign wealth investments in U.S. financial institutions is referenced throughout the podcast.
Listeners can subscribe to receive Pepper’s Financial Services Update by emailing podcasts@pepperlaw.com.
(Running Time: 27:48)
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Rethinking Accepting TARP Capital Purchase Program Funds
On January 12, 2009, in an effort to hold state nonmember banking institutions more accountable for their participation in the Troubled Assets Relief Program (TARP) Capital Purchase Program (CPP), the Federal Deposit Insurance Corporation (FDIC) issued a Financial Institution Letter (FIL-1-2009) recommending that its supervised institutions implement a process to monitor and document the use of their CPP funds.
In this podcast with Pepper partner Dan Murray and Pepper associate Bill Quirk, they discuss the rationale for this new monitoring and disclosure and why some banks and financial institutions are rethinking accepting TARP CPP funds.
(Running Time: 8:24)
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What to Expect at Multifamily-HUD in a New Administration
Recently, Pepper Hamilton hosted another Housing Update conference featuring a discussion entitled “What to Expect at Multifamily-HUD in a New Administration.” This was an extension of our last Housing Update on this timely topic.
Our panelists were Conrad Egan, President of the National Housing Conference; Michael Bodaken, President of the National Housing Trust, and Pepper partner Shel Schreiberg. They discussed past transitions and changes that can likely be implemented legislatively or administratively. Each panelist has been active in HUD Multifamily programs for over 30 years. You can subscribe to receive the Housing Update newsletter, published by Pepper Hamilton by emailing podcasts@pepperlaw.com.
(Running Time: 1:16:02)
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Winding Down or Terminating Cross-border Lease Transactions
The current credit crisis may have created an opportunity for equity investors to wind down or terminate the cross-border lease transactions that were entered into over the last 20 years. The IRS is currently scrutinizing these transactions, particularly the Lease In Lease Out’s, Sale In Lease Out’s and the Qualified Technological Equipment’s.
Joe Voyticky, of counsel with Pepper in the Financial Services Practice Group and a resident in our quickly expanding New York office, explains this issue and what equity investors should be doing today.
If you are interested in learning more about this topic, you can contact Joe by emailing voytickyj@pepperlaw.com.
(Running Time: 7:42)
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Compliance Update
Recently, Pepper Hamilton, Pinnacle Fund Administration and Herbert L. Jamison and Company hosted a Hedge Funds and Investment Management Update. This session covered topics such as valuation in light of FAS 157, recent SEC activity, the impact of the credit meltdown, side by side conflict management, and the effect of each of these developments on portfolio construction and management. We recorded the presentations to create a series of podcasts.
This podcast features the presentation of Matthew Siano, Vice President and General Counsel of Two Sigma Investments, Greg Nowak, a financial services partner in the Philadelphia office of Pepper Hamilton, and Carol Degener, of counsel in Pepper Hamilton’s Financial Services Practice Group and resident in Pepper’s NY office. Their presentation was titled “Compliance Update.”
Please contact Brian Dolan at dolanb@pepperlaw.com if you would like a copy of the presentation slides.
(Running Time: 45:25)
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