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 mailto:dolanb@pepperlaw.com if you would like a copy of the presentation slides.
(Running Time: 45:25)
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Portions of this web site contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Pepper Hamilton is not a broker, dealer, investment adviser or financial planner, analyst or underwriter and does not hold itself out as such. Information presented should not be viewed and is not a solicitation, an offer to sell or buy any security or an offer of any investment advisory services. No information presented on this web site is intended as or should be considered as investment or tax advice or information sufficient to direct any investment. For such services, you should consult a qualified financial and/or tax professional. We and the independent third parties who have contributed to this web site cannot and do not assess, verify or guarantee the adequacy, accuracy, completeness, suitability, relevance or timeliness of any information or information source presented on this web site - all information is provided solely for convenience or general informational purposes or educational purposes. We disclaim any and all responsibility to update any information contained herein.
Insurance and ERISA 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 Andrew Doherty, Senior Vice President and Team Leader with Willis Executive Risks, John Iannotti, Executive Vice President, Financial Institutions Group with AIG, and Sean Pattwell, Managing Director with Herbert L. Jamison and Company. Their presentation was titled “Insurance and ERISA Update.”
Please contact Brian Dolan at dolanb@pepperlaw.com if you would like a copy of the presentation slides.
(Running Time: 33:32)
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Portions of this web site contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Pepper Hamilton is not a broker, dealer, investment adviser or financial planner, analyst or underwriter and does not hold itself out as such. Information presented should not be viewed and is not a solicitation, an offer to sell or buy any security or an offer of any investment advisory services. No information presented on this web site is intended as or should be considered as investment or tax advice or information sufficient to direct any investment. For such services, you should consult a qualified financial and/or tax professional. We and the independent third parties who have contributed to this web site cannot and do not assess, verify or guarantee the adequacy, accuracy, completeness, suitability, relevance or timeliness of any information or information source presented on this web site - all information is provided solely for convenience or general informational purposes or educational purposes. We disclaim any and all responsibility to update any information contained herein.
Tax 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 Steve Bortnick, a partner with Pepper Hamilton’s Tax Group and resident of Pepper’s New York and Princeton offices. Steve’s presentation was titled “Tax Update.”
Please contact Brian Dolan at dolanb@pepperlaw.com if you would like a copy of the presentation slides.
(Running Time: 14:15)
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Portions of this web site contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Pepper Hamilton is not a broker, dealer, investment adviser or financial planner, analyst or underwriter and does not hold itself out as such. Information presented should not be viewed and is not a solicitation, an offer to sell or buy any security or an offer of any investment advisory services. No information presented on this web site is intended as or should be considered as investment or tax advice or information sufficient to direct any investment. For such services, you should consult a qualified financial and/or tax professional. We and the independent third parties who have contributed to this web site cannot and do not assess, verify or guarantee the adequacy, accuracy, completeness, suitability, relevance or timeliness of any information or information source presented on this web site - all information is provided solely for convenience or general informational purposes or educational purposes. We disclaim any and all responsibility to update any information contained herein.
Hedge Fund Lending
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 Joe Voyticky, of counsel in Pepper Hamilton’s Financial Services Practice Group and resident in Pepper’s NY office, and Leon Barson, a corporate restructuring and bankruptcy partner in the Philadelphia office of Pepper Hamilton. Joe and Leon’s presentation was titled “Hedge Fund Lending.”
Please contact Brian Dolan at dolanb@pepperlaw.com if you would like a copy of the presentation slides.
(Running Time: 20:29)
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Portions of this web site contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Pepper Hamilton is not a broker, dealer, investment adviser or financial planner, analyst or underwriter and does not hold itself out as such. Information presented should not be viewed and is not a solicitation, an offer to sell or buy any security or an offer of any investment advisory services. No information presented on this web site is intended as or should be considered as investment or tax advice or information sufficient to direct any investment. For such services, you should consult a qualified financial and/or tax professional. We and the independent third parties who have contributed to this web site cannot and do not assess, verify or guarantee the adequacy, accuracy, completeness, suitability, relevance or timeliness of any information or information source presented on this web site - all information is provided solely for convenience or general informational purposes or educational purposes. We disclaim any and all responsibility to update any information contained herein.
Delaware's New Series Fund Law
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 Rick Eckman, Partner and Chair of Pepper Hamilton’s Financial Services Practice Group. Rick’s presentation was titled “Delaware’s New Series Fund Law.”
Please contact Brian Dolan at dolanb@pepperlaw.com if you would like a copy of the presentation slides.
(Running Time: 11:56)
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Portions of this web site contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Pepper Hamilton is not a broker, dealer, investment adviser or financial planner, analyst or underwriter and does not hold itself out as such. Information presented should not be viewed and is not a solicitation, an offer to sell or buy any security or an offer of any investment advisory services. No information presented on this web site is intended as or should be considered as investment or tax advice or information sufficient to direct any investment. For such services, you should consult a qualified financial and/or tax professional. We and the independent third parties who have contributed to this web site cannot and do not assess, verify or guarantee the adequacy, accuracy, completeness, suitability, relevance or timeliness of any information or information source presented on this web site - all information is provided solely for convenience or general informational purposes or educational purposes. We disclaim any and all responsibility to update any information contained herein.
Administration, Banking Custody and AML 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 Brian Smith, Director with Pinnacle Fund Administration and James Sayko, Senior Compliance Officer with JPMorgan Chase. Brian and James’ presentation was titled “Administration, Banking, Custody and AML Update”.
Please contact Brian Dolan at dolanb@pepperlaw.com if you would like a copy of the presentation slides.
(Running Time: 24:04)
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Portions of this web site contain attorney advertising. Prior results do not guarantee a similar outcome. Results depend upon a variety of factors unique to each representation. Pepper Hamilton is not a broker, dealer, investment adviser or financial planner, analyst or underwriter and does not hold itself out as such. Information presented should not be viewed and is not a solicitation, an offer to sell or buy any security or an offer of any investment advisory services. No information presented on this web site is intended as or should be considered as investment or tax advice or information sufficient to direct any investment. For such services, you should consult a qualified financial and/or tax professional. We and the independent third parties who have contributed to this web site cannot and do not assess, verify or guarantee the adequacy, accuracy, completeness, suitability, relevance or timeliness of any information or information source presented on this web site - all information is provided solely for convenience or general informational purposes or educational purposes. We disclaim any and all responsibility to update any information contained herein.
Continue reading "Administration, Banking Custody and AML Update" »
What to Expect at Multifamily-HUD in a New Administration
Recently, Pepper Hamilton hosted a Housing Update conference featuring a discussion titled “What to Expect at Multifamily-HUD in a New Administration – Either Party.” Our panelists were Conrad Egan, President of the National Housing Conference; Michael Bodaken, President of the National Housing Trust, and Shel Schreiberg, Partner, with Pepper Hamilton. 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: 1:20:04)
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Housing Update Live
Recently, Pepper Hamilton partner Sheldon Schreiberg hosted a Housing Update conference which featured Kim Griffith, Vice President of Affordable Housing Lending and Investment at Freddie Mac. In this role he oversees Freddie Mac’s Affordable Multifamily Lending and Investment activities.
In today’s liquidity crisis, Freddie Mac, with its sister, Fannie Mae have reemerged as dominant multifamily lenders, replacing much of the conduit activity of the past few years. This podcast is a portion of Kim Griffith’s comments where he describes some of the marketplace conditions the Affordable Housing Industry is facing and how these condition are affecting Freddie Mac.
You can subscribe to receive the Housing Update newsletter, published by Pepper Hamilton by emailing podcasts@pepperlaw.com.
(Running Time: 18:23)
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State of the Mortgage Markets - Travis Nelson
Recently, Pepper Hamilton co-hosted a conference with Ernst and Young entitled “The State of the Mortgage Markets in 2008”. The conference focused on what the mortgage and capital market participants can expect next and what they might need to do if litigation occurs. This podcast features Travis Nelson’s presentation.
Travis is an associate in Pepper Hamilton’s Financial Services Practice Group. Travis serves financial institutions and their directors and officers, in enforcement actions, internal investigations, crisis management, regulatory compliance and transactional issues. In his presentation, Travis focused on key legislative developments and regulatory enforcements in the mortgage industry.
Download a copy of Pepper's State of the Mortgage Markets presentation.
(Running Time: 27:23)
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