Commercial Loan Finance and Security

Originally held on February 8 - 9, 2011, the archived course is now available for purchase either as a video stream with downloadable link to materials; or on CD-Rom (audio archive with program materials).

Today’s debt financing deals are sophisticated and complex. It’s critical for lenders, borrowers and their counsel to have an up-to-date understanding of the legal and business issues. This has never been more true than at present, in the aftermath of an historic credit crunch.

Osgoode Professional Development’s Intensive Short Course in Commercial Loan Finance and Security will provide you with a thorough, current overview of the key aspects of loan transactions. Experienced instructors will share techniques and strategies you need to maximize the value of your services. Topics covered include:

  • Canadian debt financing and the types of products currently offered
  • The objectives and requirements of appropriate due diligence
  • What every private practitioner and in-house counsel has to know about FINTRAC, the Know-Your-Client rule, and privacy issues in the context of lending transactions
  • Negotiating and drafting loan documentation from lenders’ and borrowers’ perspectives
  • The continuing relevance of derivatives
  • Strategic and tactical concerns in taking, perfecting and enforcing security
  • Understanding the issues raised by equipment lease financing
  • Understanding priorities and intercreditor arrangements
  • Realistic and current best practices concerning opinions (including PPSA opinions)

 

Chairs
Eric C. Belli-Bivar, Davis LLP
Cheryl Stacey, McMillan LLP

OPD Program Lawyer

Paul Truster

ptruster@osgoode.yorku.ca