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1 27 th Annual Advanced Course REGISTER BY APRIL 15 AND SAVE $400 See inside for details. Commercial Real Estate Financing: Strategies, Structure, and Documentation Thursday-Friday June 9-10, 2016 Miami, Florida (Shutts & Bowen LLP) and Live Video Webcast Register online: CLE credit hours, including 1.0 hour of ethics 15.0 CPE credit hours in Business Law Best course that I can remember taking. Excellent panels, materials, subject matter of presentations. I recommend this course highly! past attendee Commercial real estate is again a hot area for practitioners! Building and development is booming in almost every part of the country. Demand for attorneys acquainted with sophisticated commercial projects and finance is on the rise. Are you prepared? Join us for this practical and up-to-date look at the commercial real estate financing, featuring tailored, interactive learning with a national faculty. Explore issues critical to structuring, negotiating, and drafting for finance projects, including: Key metrics in financing markets Understanding lenders and meeting borrowers needs in non-cmbs permanent financing Unique issues in CMBS permanent financing Analysis of construction loans Financing strategies using joint ventures and partnerships Mezzanine debt and other secondary financing
2 Planning Chairs (also on faculty) Richard R. Goldberg Retired Partner Ballard Spahr LLP Philadelphia ALI Member Michael D. Hamilton DLA Piper LLP (US) Los Angeles Andrea M. Mattei Ballard Spahr LLP Baltimore Faculty Manuel A. Fernandez Akerman LLP Miami Thomas F. Kaufman Goulston & Storrs PC Washington, D.C. Margaret A. Peggy Rolando Shutts & Bowen LLP Miami Linda A. Striefsky Thompson Hine LLP Cleveland David R. Kuney Whiteford Taylor Preston, LLP Washington, D.C. REGISTER FOR THE IN-PERSON COURSE OR VIDEO WEBCAST BY APRIL 15 AND SAVE $400.* Use coupon code CX028EB4 (in-person) or WAX028EB4 (webcast) when you register. Register by May 15 and save $300.* Use coupon code CX028EB3 (in-person) or WAX028EB3 (webcast) when you register. *Valid on new registrations only; may not be combined with other discounts.
3 Program All times Eastern Thursday, June 9, :00 a.m. Registration and Continental Breakfast 8:55 a.m. Welcome and Announcements ALI CLE Staff Video Webcast Segment A $329 9:00 a.m. Course Overview and Key Metrics of the Financing Markets Today 9:15 a.m. Borrower and Lender Positions: Understanding Your Lender and Achieving the Borrower s Needs Current strategies of lenders in the unsecuritized market What should a borrower request to minimize risk 10:30 a.m. Networking and Refreshment Break 10:45 a.m. CMBS Permanent Financing: Unique Issues in CMBS [X].0 Current status of securitized lending Important borrower changes to standard documentation 12:00 noon Questions and Answers 12:15 p.m. Lunch (provided by ALI CLE) Video Webcast Segment B $329 1:45 p.m. Construction Loans: They re Back and Keeping Us Busy Techniques to maximize the use of lender funds How to preserve equity What should count toward borrower s equity? 2:45 p.m. Unique Challenges of Joint Ventures Value added by partners Choice of entity considerations Governance control issues Funding requirements Distributions Liquidation 3:45 p.m. Networking and Refreshment Break 4:00 p.m. Increased Leverage: Mezzanine Debt and Other Secondary Financing Availability of mezzanine debt Terms and conditions of financing Appropriate tensions between senior lenders, mezzanine lenders, and borrowers 5:00 p.m. Questions and Answers
4 5:15 p.m. Adjournment for the Day: Reception for Faculty and Registrants: Tell Us About Your Practice and Your Experiences Friday, June 10, 2016 Video Webcast Segment C $329 9:00 a.m. Deep Pockets: Guarantors and Non-Recourse Carveout Guaranties Latest developments in lender litigation against guarantors Lenders willingness to provide protection to borrowers 10:00 a.m. Deal Demons: Legal Opinions The role of legal opinions in real estate transactions What is (and is not) proper for lenders to request of borrower s counsel Choice of entity considerations 10:45 a.m. Networking and Refreshment Break 11:00 a.m. Funky Assets: Hotels, Shopping Centers, Medical Facilities, TICs and Other Oddities The unique demands of specialty asset classes Differences between residential and office facilities 11:45 a.m. Insurance Considerations for the Sophisticated Practitioner A primer for lender s and borrower s counsel on insurance requirements and pitfalls 12:15 p.m. Questions and Answers 12:30 p.m. Lunch Break Video Webcast Segment D $329 2:00 p.m. Workouts and Bankruptcy: Strategy to a Future? Tactics for an effective workout What to do when the property ends up in a bankruptcy proceeding 3:00 p.m. Standing Still: Intercreditor Agreements and Other Lender Arrangements 3:45 p.m. Networking and Refreshment 4:00 p.m. Ethical Issues in Real Estate Financing Current ethical issues and conundrums facing real estate lawyers 5:00 p.m. Questions and Answers 5:15 p.m. Adjournment Total 60-minute hours of instruction: 12.5, including 1.0 hour of ethics 15.0 CPE credit hours in Business Law (live group and group-internet-based program)
5 ON LOCATION: Maximize your CLE experience. Learn from the best and network with other serious practitioners. Register one person to attend this course and save 50% on all subsequent in-person registrations for this course from your organization. Call 800-CLE-NEWS ( ). FROM ALI CLE superb instruction and practical advice available in multiple formats providing numerous ways to further your knowledge while satisfying your CLE requirements WEBCAST: Can t attend on location? Register for the live webcast and participate by asking questions online, in real time, and get our famous course materials via searchable PDF. Get all the information you need, and satisfy your CLE needs, without leaving your office. $1,199/$329 GROUP WEBCAST: Schedule a convenient group viewing of this course for two or more people and save on tuition. Provide your firm or department with access to the finest legal talent and train more people at a lower cost without the additional expense or time constraints of travel. Up to 30% off ON-DEMAND CLE: Online audio and/or video and searchable (PDF) course materials are available 24/7 for every course and course segment. $999 and under DVD / CD-ROM / AUDIO MP3: Listen to ALI CLE s renowned courses in your car, home, or office on your computer, DVD player, or MP3 player at your own pace. $1,099/$899 PRINT + DIGITAL COURSE MATERIALS ALI CLE s acclaimed course materials are available in print or electronically and can be purchased before or after the course. $199 Here s what past registrants have said about this course: A really good program. I have attended before and always find it beneficial. The faculty size made the course very beneficial. The panel members spoke very clearly and were incredibly knowledgeable. The materials are probably the best of any CLE I ve attended.
6 HOW TO REGISTER ONLINE PHONE CLE-NEWS FAX MAIL Return the form on the back panel of this brochure to: REGISTRAR, ALI CLE 4025 Chestnut Street Philadelphia, PA REGISTER TWO OR MORE AND SAVE! Register one person to attend this course in-person and get all subsequent in-person registrations for this course from your organization at 5 0 %o ff! Call CLE-NEWS ( ). Discounts may not be combined. CONFERENCE SITE This ALI CLE course will be held at the offices of Shutts & Bowen LLP, 200 South Biscayne Boulevard, Suite 4100, Miami, FL HOTEL ACCOMMODATIONS Registrants are recommended to make reservations at their preferred hotel. Nearby hotels include the Intercontinental Miami, 100 Chopin Plaza, Miami, FL 33131; phone , and the JW Marriott Marquis Miami, 255 Biscayne Blvd. Way, Miami, FL 33131; phone For more information, go to www. ali-cle.org/cx028. STUDY MATERIALS AND USB DRIVES Registrants have the option of receiving their study material as a printed course book OR on a USB drive. Be sure to indicate your preference when you register. Study materials may be voluminous; go green and select the USB option! Go to for more info about: registration/cancellation/requirements for persons with disabilities/scholarships UNLIMITED CLE for one year from American Law Institute CLE, starting at one low price! MANDATORY CLE AND CPE CREDIT Virtually all ALI CLE programs receive CLE credit in AK, AL, AR, AZ, CA, CO, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, ME, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, and WV. Upon request, ALI CLE will apply for CLE credit in ID, OR, and WY. This course is expected to qualify for 12.5 credits, including one ethics credit, in 60-minute MCLE jurisdictions; and for 15.0 credits, including 1.2 ethics credits, in 50-minute MCLE jurisdictions. In NY, this course is appropriate for both newly admitted and experienced attorneys. For specific information on CLE, CPE, or other professional accreditation in your state, please the MCLE Team at TeamMCLE@ ali-cle.org, go to or call CLE-NEWS. NASBA ALI CLE 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN Web site: For more information regarding ALI CLE s administrative policies, such as complaint and refund, please call Customer Service at (800) CLE-NEWS. CPE credit hours for this course: 15.0 in Business Law (group-live and group-internet-based program). Learning Objectives: Acquisition of knowledge and skills to develop proficiency as a practitioner; maintenance of professional competence as a practitioner; provision of information on recent developments. Suggested Prerequisite: Limited experience in practice in subject matter or completion of Basic CLE/CPE Course in subject matter. Level of Instruction: Advanced Catch the fever. Create a buzz with social networking. Tweet today and interact with other course registrants and faculty. Consider posting new course topics and pose questions you have for the faculty. Or simply use this social networking tool to make lunch or dinner plans with others in attendance. #CommercialREF2016
7 Commercial Real Estate Financing: Strategies, Structure, and Documentation Register online: Make a diff erence to your practice explore the latest trends and strategies in commercial real estate finance with an experienced national faculty. In step with today s commercial market, this practical two-day course examines the structure and documentation of commercial real estate transactions across several commonly used asset types, with an emphasis on those most commonly handled by attorneys in small and mid-sized firms. The program is conducted in a dialogue/workshop style so there will be no talking heads just lively discussion and shared strategies, with the objective of helping you achieve the best solutions for your clients. Register today! Hear in-depth examinations of various aspects of real estate financing, including current and future trends; get strategies for dealing with distressed properties, lenders and borrowers, defaults, workouts, and bankruptcies; take advantage of multiple networking breaks and an evening reception to discuss your own practices and experiences; and more. Faculty members analyze the essentials and share practice pointers on a full range of topics, including: Guarantors and non-recourse carveout guaranties Unique issues of hotels, shopping centers, medical facilities, TICs, etc. Legal opinions Intercreditor agreements Insurance considerations Workout and bankruptcy issues Ethical considerations for real estate practitioners Highly rated by participants year after year, the course materials feature valuable sample documents and forms geared to commercial real estate practitioners. Time is reserved throughout the program to interact with the faculty and get your most pressing questions answered.
8 American Law Institute Continuing Legal Education 4025 Chestnut Street, Philadelphia, PA NONPROFIT ORG U.S. Postage PAID ALI CLE KEY CODE CX028LM Name Title Firm Address City State Zip printed on FSC certified paper Online Phone CLE NEWS FAX Mail Registrar, ALI CLE, 4025 Chestnut Street, Philadelphia, PA Commercial Real Estate Financing Miami (Shutts & Bowen LLP), June 9-10, 2016 Please enter registration(s) (before 4/15/16): $899 CX028EB4 Please enter registration(s) (before 5/15/16): $999 CX028EB3 Please enter registration(s): $1,299 CX028 Please provide my course materials as a (choose only one): USB drive Printed course book To register additional on-location registrants at 5 0 %o ff, call 800-CLE-NEWS ( ). Discounts may not be combined. Video Webcast $1,199/$329 Full program (until 4/15/16): $799 WAX028EB4 Full program (until 5/15/16): $899 WAX028EB3 Full program: $1,199 WAX028 Webcast Segment A: $329 WAX028A Webcast Segment B: $329 WAX028B Webcast Segment C: $329 WAX028C Webcast Segment D: $329 WAX028D Can t attend? You don t have to miss anything! Order the: DVD (video), including a complimentary MP3 CD-ROM and PDFs of the course materials $1,099 AX028V Audio MP3 CD-ROM (including PDFs of the course materials) $899 AX028 Printed course materials only $199 SX028 Partial Scholarships Scholarships covering 30% of tuition fees, valid for on-site courses, live webcasts, and webcast segments only, are available. Scholarships cannot be combined with other offers. I am a full-time employee of the federal, a state, or a local government or governmental agency. I am a recent law school graduate (<5 years). I am a retired senior lawyer (65 or older). $ Total Check enclosed (payable to ALI CLE) Please charge to my credit card: AMEX DISCOVER MasterCard VISA Card no.: Card expiration date: / SIGNATURE ADDRESS (REQUIRED FOR WEBCASTS AND ONLINE SUBSCRIPTIONS)
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