Why you should attend:
The explosion of new financial products over the decade leading up to the financial crisis, the implosion of the credit markets in 2008, and the resulting significant new regulatory requirements underline the importance of a basic understanding of financial products. While these instruments have been, in the view of many, invaluable investment tools, and have presented enormous potential for product manufacturers and investors, they also create potentially significant legal risks and challenges for their promoters, users, legal counsel and regulators. This seminar is designed as a hands-on learning tool to explain the fundamentals that you need to know when dealing with the more common financial investment products in the marketplace today. It also offers valuable ethics credit.
What you will learn:
- Learn how mutual funds, exchange-traded funds (ETFs) and other investment companies are structured and distributed
- Explore how hedge funds and other private funds are structured and operated following the controversial JOBS Act and in light of government enforcement agencies’ efforts surrounding them
- Evaluate universal life insurance, variable insurance products, guarantees and life settlements
- Discuss the increasingly popular BDC, business development companies
- Understand the effects of the financial crisis on securitized products
- Consider the mortgage market since the financial crisis, including the past, present and future roles of Fannie Mae, Freddie Mac and the FHA, and the emergence of covered bonds as a financial product class
- Gain insight into the use of derivatives – swaps, collars, options, futures and forwards – to hedge portfolio positions
- Consider the special responsibilities of counsel involved in structuring and marketing financial products
Mayer Brown partner Stuart Litwin will speak on a panel titled “Securitized Products and Tax Considerations.”
For more information or to register, please click on the button below.