Registration for this meeting is closed. For event information or registration issues, contact Eric Holleman at [email protected].
2024 Market Update and the Growth of Private Debt & Hybrid Securities
Market Update: Capital market activities, deal flow, investment banks, valuations, growth of private debt and hybrid securities in private deals.
Timothy O'Connor, SVP, Executive & Professional Risk Solutions, National Practice Leader – Transaction Liability, USI Insurance Services
Robert Rough, Managing Director, Telos Capital Advisors
Steven Bartz, Shareholder, Greenberg Traurig
LEARNING OBJECTIVES – ATTENDEES AT THIS PROGRAM WILL UNDERSTAND:
- Learn what’s happening with banks / interest rates and their impact on the market
- Learn about the growing use of private credit and hybrid securities in private deals
- Learn about the impact of hybrid securities on:
- Indemnification and RWI;
- Insurance, including tax insurance;
- accounting; and
- taxes, including the availability of deductions.
REGISTRATION
Open to FEI Dallas Chapter members and non-members with executive roles in the Private Equity sector. Please register by Tuesday, February 6th.
SCHEDULE
4:30-5:00 p.m. Check-in and Networking
5:00-5:30 p.m. Hors d'oeuvres & Cocktails
5:30-6:30 p.m. Program and Q&A | 1.0 CPE
LOCATION
USI-Dallas International Plaza #3
14241 Dallas Parkway
1st Floor
Dallas, TX 75254
STRATEGIC PARTNERS
Greenberg Traurig, LLP
USI
Weaver
CANCELLATION
To cancel a reservation, contact Nancy Ehlers at [email protected]. Forty-eight “business” hours notice is requested for cancellation. We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
CPE CREDIT
This event offers 1.0 CPE credit.
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
Instructional method: Group-Live
Recommended CPE Credits: 1.00 credit
Experience Level: Basic
Prerequisites/advance preparation: None
CONTACT
Nancy Ehlers
FEI Dallas CPE Manager & Membership Support
Cell: 973-903-5068
[email protected] | www.feidallas.org