Pepper partner Gregory J. Nowak hosts a monthly Investment Management Roundtable for West LegalEdCenter. This session’s topic was funds and leverage. Pepper attorneys John M. Ford, John P. Falco, Paul W. Hespel, Todd R. Kornfeld and Elizabeth R. Tabas Carson joined Mr. Nowak.

The panel covered:

  • How funds take down leverage – bank lines, senior debt, mezz debt, securitization and swaps
  • Cross-border issues
  • Standard documentation set
  • U.S. Regulatory issues including account control agreements, trust indentures and UCC filings.

Download a copy of the PowerPoint slides from this session.

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