13^th Annual

Mergers and Acquisitions Institute

America's Premier Private M&A Conference

Dallas Oct 12-13, 2017 The Ritz-Carlton
Conference Concluded

Buy

Related products: eConference Materials

EVENT SPONSORS
Berkeley Research Group, LLC
Citi Private Bank
Matheson (Ireland)
Sullivan & Cromwell LLP
Wells Fargo
Wilmington Trust, N.A. Corporate Trust and Escrow Services

SPONSORS
Akin Gump Strauss Hauer & Feld LLP
Andrews Kurth Kenyon
Appleby
Baker Botts L.L.P.
Barnes & Thornburg LLP
Blackhill Partners, LLC
Blake, Cassels & Graydon LLP (Canada)
CT Corporation
Gardere Wynne Sewell LLP
Gibson, Dunn & Crutcher LLP
Haynes and Boone, LLP
Houlihan Lokey
Kira Systems
Kirkland & Ellis LLP
Loyens & Loeff (Netherlands)
McDermott Will & Emery LLP
McMillan LLP (Canada)
Morrison & Foerster LLP
Munsch Hardt Kopf & Harr, P.C.
Polsinelli
Selman Munson & Lerner, P.C.
Sidley Austin LLP
Skadden, Arps, Slate, Meagher & Flom LLP
SRS Acquiom LLC
Stikeman Elliott LLP (Canada)
Stout Risius Ross, LLC
Thompson & Knight LLP
Vinson & Elkins LLP
Willis Tower Watson

MEDIA PARTNERS
Mergermarket, an Acuris Company
The Deal

Download Brochure (PDF)

Overview

UT Law’s Mergers and Acquisitions Institute has gained a reputation among deal lawyers, corporate development officers, investment bankers, private equity investors, and other legal and financial practitioners as the leading private M&A conference of its kind in the United States for the latest deal trends, structures, pitfalls and opportunities in M&A.

Key reasons to attend:

Explore the games that people play as they draft – and clean up after – purchase price agreements
Hear the latest insights into what's trending and what's next in winning, negotiating, and executing private equity deals in a competitive market
Analyze the challenges of acquiring or selling the hot startup that never, never wants to worry about grown up things like analysts, activists, and SEC reporting
Examine examples of sales where spending time and money in advance to mitigate potential buyer risks and costs helped ensure success
Survey highlights from the upcoming Carveouts Deal Points Study from the ABA's Mergers and Acquisitions Committee, chaired by panel moderator Rita-Anne O'Neill
Investigate the latest developments in confidentiality agreements, letters of intent, and other preliminary agreements that will help lock in your deal with maximum speed and leverage

The combination of an excellent program with nationally recognized speakers, prestigious U.S. and international sponsors, Fletcher’s Texas State Fair famous corny dogs, the 7th annual whiskey tasting, invaluable networking opportunities, and much more, makes this an event you won't want to miss!

And join us on Wednesday afternoon at the Dallas Bar Association for the Women Deal Lawyers Forum – a half-day program focusing on the unique opportunities and challenges facing women lawyers practicing M&A and corporate law.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Day 1 October 12, 2017
Day 2 October 13, 2017

Time

Credit

Subject

Speaker
Thursday Morning, Oct. 12, 2017
Presiding Officers:
Samuel Banks, Appleby (Grand Cayman) - Cayman Islands
Jamie Koumanakos, Blake, Cassels & Graydon LLP (Canada) - New York, New York
7:30 am

Continental Breakfast and Registration Opens
8:15 am

Welcoming Remarks by Institute Co-Chairs

Wilson Chu, McDermott Will & Emery LLP - Dallas, TX
Larry E. Glasgow, Gardere Wynne Sewell LLP - Dallas, TX
8:30 am

1.00 hr

The Games People Play: Purchase Price Adjustments

A wide-ranging discussion of purchase price adjustments, viewed from the standpoints of the well-meaning draftspersons and accounting professionals, and also the folks who are left to clean up the mess when the parties disagree. The panel reviews recent developments in this area as well as current best practices ranging from drafting suggestions to resolving disputes.

Moderator:
Larry E. Glasgow, Gardere Wynne Sewell LLP - Dallas, TX
Panelists:
A. Vincent Biemans, Berkeley Research Group, LLC - Dallas, TX
Gregory S. Brow, Dentons US LLP - Atlanta, GA
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
9:30 am

1.00 hr

Nuts and Bolts of Structuring and Executing Oil & Gas Deals in Today's Market

Get an overview of the oil and gas M&A market from leading energy industry professionals. Be it E&P, midstream, or oilfield services, each energy industry segment has its own nuanced legal issues. This panel highlights the key industry-specific deal terms that every practitioner should know.

Moderator:
J. Holt Foster III, Thompson & Knight LLP - Dallas, TX
Panelists:
John Goodgame, Akin Gump Strauss Hauer & Feld LLP - Houston, TX
Cliff W. Vrielink, Sidley Austin LLP - Houston, TX
James Wicklund, Credit Suisse - Dallas, TX
Jeffrey A. Zlotky, NGP Energy Capital Management, LLC - Irving, TX
10:30 am

Break

Thank You to Our Exclusive Sponsor
Wells Fargo
10:45 am

1.00 hr

Hot Topics in Private Equity M&A

With a balanced focused on the upper as well as lower ends of the middle market, our panelists share the latest insights on what's-trending and what's-next in winning, negotiating, and executing private equity deals in a competitive market highlighted by increasing pool of nimble and cash-flush buyers, easy credit, rising secondary buyouts, and unpredictable tax reform.

Moderator:
Paul J. Shim, Cleary Gottlieb Steen & Hamilton LLP - New York, NY
Panelists:
Adam Fliss, TPG Capital - San Francisco, CA
David C. Rex, Prophet Equity LP - Southlake, TX
Michael E. Rogers, EY - New York, NY
Michael E. Weisser, Kirkland & Ellis LLP - New York, NY
11:45 am

Signature Ritz Buffet Lunch

Included in registration. Please proceed to luncheon presentation.
Thursday Afternoon, Oct. 12, 2017
Presiding Officers:
Fergus Bolster, Matheson (Ireland) - Dublin, Ireland
John Clifford, McMillan LLP (Canada) - Toronto, Ontario
LUNCHEON PRESENTATION
Thank You to Our Exclusive Sponsor

Citi Private Bank
Speaker Introduction

Einat Sadka, Citi Private Bank - Dallas, TX
12:15 pm

0.50 hr

How Artificial Intelligence Will ~~Eat Your Lunch~~ Transform The Way You Do Deals

Learn about cutting-edge machine learning technology and best practices to help M&A lawyers increase deal speed, decrease risk, and improve deal results.

Paul A. Leighton, Kira Systems - Washington, DC
12:45 pm

Break
1:00 pm

1.00 hr

Carveouts: Not Exactly a Piece of Cake

Featuring highlights from the upcoming Carveouts Deal Points Study from the ABA's Mergers and Acquisitions Committee (chaired by panel moderator, Rita-Anne O'Neill), hear about trends, key issues, and tips for being well-prepared while avoiding pitfalls on your way to becoming an expert carver.

Moderator:
Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA
Panelists:
Samantha Hale Crispin, Baker Botts L.L.P. - Dallas, TX
Kristina Sung Kepner, Johnson Controls International plc - Milwaukee, WI
Jennifer C. Neill, Grant Thornton LLP - Atlanta, GA
2:00 pm

0.75 hr

Update: Confidentiality Agreements, Term Sheets, and Other Preliminary Agreements

In today's fast-paced, hotly-competitive market, getting off on the right foot increasingly means the difference between a Gold Medal dive or an unintended belly-flop. Explore the latest developments in confidentiality agreements, letters of intent, and other preliminary agreements that will help lock in your deal with maximum speed and leverage.

Moderator:
Christopher P. Rosa, Sabre Corporation - Southlake, TX
Panelists:
Byron F. Egan, Jackson Walker LLP - Dallas, TX
Rick A. Lacher, Houlihan Lokey - Dallas, TX
2:45 pm

1.00 hr

Special Considerations in Acquiring "Peter Pan" Companies

With thousands of employees and booming secondary trading, the target walks, talks, and quacks like a public company, but isn't. Analyze the challenges of acquiring or selling the hot startup that never, never wants to worry about grown up things (like analysts, activists, and SEC reporting).

Moderator:
Scott B. Crofton, Sullivan & Cromwell LLP - New York, NY
Panelists:
Kirsten J. Jensen, Simpson Thacher & Bartlett LLP - Palo Alto, CA and Houston, TX
Michael G. O'Bryan, Morrison & Foerster LLP - San Francisco, CA
3:45 pm

7th Annual Byron Egan Whiskey Tasting and Coffee Break

Join us for a tasting of Byron Egan's favorite Irish and Scotch whiskeys

Thank You to Our Exclusive Sponsor
Sullivan & Cromwell LLP
4:15 pm

1.25 hrs

Negotiating the Private Company Deal: A Mock Negotiation of Today’s—and Tomorrow’s—Hot Issues

A mock negotiation highlighting key issues in private company deals, with a focus on findings from a newly released “Buyer Power Ratio” deal points study and their impact on negotiation dynamics in today's market.

Richard E. Climan, Hogan Lovells US LLP - Silicon Valley, CA
Joel I. Greenberg, Arnold & Porter Kaye Scholer LLP - New York, NY
5:30 pm

Adjourn
Cocktail Reception

Join us for drinks and hors d'oeuvres with program faculty and attendees

Thank You to Our Exclusive Sponsor
Berkeley Research Group, LLC

Time

Credit

Subject

Speaker
Friday Morning, Oct. 13, 2017
Presiding Officers:
Janine Labusch, Loyens & Loeff N.V. (Netherlands) - New York, NY
John Leopold, Stikeman Elliott LLP (Canada) - Montreal, Quebec
7:30 am

Continental Breakfast and Conference Room Opens

Thank You to Our Exclusive Sponsor
Wilmington Trust, N.A. Corporate Trust and Escrow Services
8:30 am

1.00 hr

Trending Issues in Negotiation of Indemnification Provisions

Risk allocation continues to be one of the most important and nuanced subjects in structuring private target M&A transactions. Review recent trends and developments in the indemnification arena and learn what practitioners need to know today and tomorrow.

Moderator:
Mark S. Solomon, Andrews Kurth LLP - Dallas, TX
Panelists:
Eric Martin, SRS Acquiom LLC - Denver, CO
Mandy S. Price, Barnes & Thornburg LLP - Dallas, TX
Isabella Wezdecki, Johnson & Johnson - New Brunswick, NJ
Andrew Zimmerman, Willis Towers Watson - New York, NY
9:30 am

1.00 hr

Heading for the Exit: Pre-Sale Considerations to Maximize Seller Leverage

Recent examples of successful sales where having spent time and money in advance to mitigate potential buyer risks and costs helped ensure success, often at multiples of the up-front costs.

Moderator:
Jeff Jones, Blackhill Partners, LLC - Dallas, TX
Panelists:
Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
William B. Nelson, Haynes and Boone, LLP - Houston, TX
Rachel B. Proffitt, Wilson Sonsini Goodrich & Rosati, P.C. - San Francisco, CA
10:30 am

1.00 hr
0.75 hr ethics

Negotiating the Attorney-Client Privilege in M&A

Can everything you say (or email) be used against you in an M&A deal? I'm doing a deal, why should I even care about privileged communications? Who owns the privilege after closing? With an emphasis on the litigator's perspective, address these questions and more in analyzing key substantive and practical considerations in preserving and controlling the attorney-client privilege in M&A deals.

Moderator:
Wilson Chu, McDermott Will & Emery LLP - Dallas, TX
Panelists:
Noelle M. Reed, Skadden, Arps, Slate, Meagher & Flom LLP - Houston, TX
Michael A. Saslaw, Vinson & Elkins LLP - Dallas, TX
Clay B. Scheitzach, Conduent, Inc. - Dallas, TX
11:30 am

Adjourn

Day 1 October 12, 2017
Day 2 October 13, 2017

Download Schedule

Conference Faculty

A. Vincent Biemans

Berkeley Research Group, LLC
Dallas, TX

Gregory S. Brow

Dentons US LLP
Atlanta, GA

Wilson Chu

McDermott Will & Emery LLP
Dallas, TX

Richard E. Climan

Hogan Lovells US LLP
Silicon Valley, CA

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Scott B. Crofton

Sullivan & Cromwell LLP
New York, NY

Byron F. Egan

Jackson Walker LLP
Dallas, TX

Adam Fliss

TPG Capital
San Francisco, CA

J. Holt Foster III

Thompson & Knight LLP
Dallas, TX

Larry E. Glasgow

Gardere Wynne Sewell LLP
Dallas, TX

John Goodgame

Akin Gump Strauss Hauer & Feld LLP
Houston, TX

Joel I. Greenberg

Arnold & Porter Kaye Scholer LLP
New York, NY

Kirsten J. Jensen

Simpson Thacher & Bartlett LLP
Palo Alto, CA and Houston, TX

Jeff Jones

Blackhill Partners, LLC
Dallas, TX

Kristina Sung Kepner

Johnson Controls International plc
Milwaukee, WI

Robert R. Kibby

Munsch Hardt Kopf & Harr, P.C.
Dallas, TX

Rick A. Lacher

Houlihan Lokey
Dallas, TX

Paul A. Leighton

Kira Systems
Washington, DC

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

Eric Martin

SRS Acquiom LLC
Denver, CO

Jennifer C. Neill

Grant Thornton LLP
Atlanta, GA

William B. Nelson

Haynes and Boone, LLP
Houston, TX

Michael G. O'Bryan

Morrison & Foerster LLP
San Francisco, CA

Rita-Anne O'Neill

Sullivan & Cromwell LLP
Los Angeles, CA

Mandy S. Price

Barnes & Thornburg LLP
Dallas, TX

Rachel B. Proffitt

Wilson Sonsini Goodrich & Rosati, P.C.
San Francisco, CA

Noelle M. Reed

Skadden, Arps, Slate, Meagher & Flom LLP
Houston, TX

David C. Rex

Prophet Equity LP
Southlake, TX

Michael E. Rogers

EY
New York, NY

Christopher P. Rosa

Sabre Corporation
Southlake, TX

Einat Sadka

Citi Private Bank
Dallas, TX

Michael A. Saslaw

Vinson & Elkins LLP
Dallas, TX

Clay B. Scheitzach

Conduent, Inc.
Dallas, TX

Paul J. Shim

Cleary Gottlieb Steen & Hamilton LLP
New York, NY

Mark S. Solomon

Andrews Kurth LLP
Dallas, TX

Cliff W. Vrielink

Sidley Austin LLP
Houston, TX

Michael E. Weisser

Kirkland & Ellis LLP
New York, NY

Isabella Wezdecki

Johnson & Johnson
New Brunswick, NJ

James Wicklund

Credit Suisse
Dallas, TX

Andrew Zimmerman

Willis Towers Watson
New York, NY

Jeffrey A. Zlotky

NGP Energy Capital Management, LLC
Irving, TX

Planning Committee

Wilson Chu—Co-Chair

McDermott Will & Emery LLP
Dallas, TX

Larry E. Glasgow—Co-Chair

Gardere Wynne Sewell LLP
Dallas, TX

Deborah Salzberg—Director

The University of Texas School of Law
Austin, TX

Elizabeth C. Brandon

Barnes & Thornburg LLP
Dallas, TX

Richard E. Climan

Hogan Lovells US LLP
Silicon Valley, CA

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Gemma L. Descoteaux

Polsinelli PC
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

J. Holt Foster III

Thompson & Knight LLP
Dallas, TX

James R. Griffin

Weil, Gotshal & Manges LLP
Redwood City, CA

Tom D. Harris Jr.

Haynes and Boone, LLP
Dallas, TX

Thomas W. Hughes

Winston & Strawn LLP
Dallas, TX

Jeff Jones

Blackhill Partners, LLC
Dallas, TX

Robert R. Kibby

Munsch Hardt Kopf & Harr, P.C.
Dallas, TX

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

Cookie F. Munson

Surveying And Mapping, LLC (SAM, LLC)
Austin, TX

Terry L. Orr

Grant Thornton LLP
Dallas, TX

Noelle M. Reed

Skadden, Arps, Slate, Meagher & Flom LLP
Houston, TX

David C. Rex

Prophet Equity LP
Southlake, TX

Christopher P. Rosa

Sabre Corporation
Southlake, TX

Cliff W. Vrielink

Sidley Austin LLP
Houston, TX

Glenn D. West

Weil, Gotshal & Manges LLP
Dallas, TX

Credit Info

Dallas

MCLE Credit

Texas – 10.50 hrs | 0.75 hrs Ethics

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 10.50 hrs | 0.75 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

Illinois – 9.25 hrs | 0.75 hrs Ethics

Within 10 days of the conference you must claim and certify your credit online in Your Briefcase, then you will be provided a Certificate of Attendance for your records. UT Law CLE will verify the number of Illinois attorneys in attendance within 10 days after the conference and will report your credit to the MCLE Board of the Supreme Court of Illinois. Failure to submit your credit within 10 days may result in attendance not being reported or may result in additional fees being assessed to you for credit reporting. UT Law CLE will maintain Attendance Records for four years.

New Jersey – 12.50 hrs

As The University of Texas School of Law is a State Bar of Texas approved MCLE provider (Sponsor #13), our courses are presumptively approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Regulations of the Supreme Court of New Jersey Board on Continuing Legal Education. More information and details can be found in the Board of Continuing Legal Education Regulations (PDF).

At the conclusion of the conference you will need to claim and certify your credit online, in your UTCLE "Briefcase", you will then be provided a certificate of attendance . Self-report your CLE credit directly to the Supreme Court of New Jersey Board on Continuing Legal Education. UT Law CLE will maintain Attendance Records for four years.

New York – 12.50 hrs | 0.50 hrs Ethics

As The University of Texas School of Law is a Oklahoma Bar Association presumptively approved MCLE provider (#169), and Oklahoma is a New York Approved Jurisdiction on List A, our courses are approved for MCLE credit based on a 50-minute credit hour, and in accordance with the Program Rules and the Regulations and Guidelines of the New York State Continuing Legal Education Board. More information and details can be found at Section 6 of the Regulations and Guidelines (PDF).

You must claim and certify your credit online in your UTCLE "Briefcase", and will then be provided a Certificate of Attendance for your records. Self-report your CLE credit directly to the New York State Bar Association. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 12.50 hrs | 1.00 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Pennsylvania – 10.50 hrs | 0.50 hrs Ethics

UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. Attorney attendance will be reported to Pennsylvania within 2 weeks after credit is claimed and submit. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact us at accreditation@utcle.org if you have additional questions.

Other Credit

TX Accounting CPE – 12.50 hrs

The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Dallas – Oct 12-13, 2017 – The Ritz-Carlton

Conference Concluded

Buy

Dallas

Individual
Last day for $845.00 Regular pricing: Oct 4, 2017

$895.00 for registrations received after this time

In-House Counsel
Last day for $595.00 Regular pricing: Oct 4, 2017

$595.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $760.00 Regular pricing: Oct 4, 2017

$810.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $675.00 Regular pricing: Oct 4, 2017

$725.00 for registrations received after this time

Last day for cancellation (full refund): Oct 6, 2017

$50 processing fee applied after this date

Last day for cancellation: Oct 9, 2017

Venue

The Ritz-Carlton

2121 McKinney Avenue
Dallas, TX
800.960.7082 (reservations)

Accommodations

$419 room rate good through September 11, 2017 (subject to availability).

Parking Information

Valet parking only: $20 daily, $32 overnight

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Berkeley Research Group, LLC

Berkeley Research Group is a leading global strategic advisory and expert consulting firm that provides independent advice, investigations, data analytics, authoritative studies, expert testimony, and regulatory and dispute consulting to Fortune 500 corporations, financial institutions, government agencies, major law firms, and regulatory bodies around the world. BRG experts and consultants combine intellectual rigor with practical, real-world experience and an in-depth understanding of industries and markets. Their expertise spans economics and finance, data analytics and statistics, and public policy in many of the major sectors of our economy, including healthcare, banking, information technology, energy, construction, and real estate. BRG is headquartered in Emeryville, California, with offices across the United States and in Australia, Canada, Hong Kong, Latin America, and the United Kingdom.

http://thinkbrg.com
Citi Private Bank

As a trusted advisor to the legal industry, Citi Private Bank Law Firm Group has been providing financial services to law firms and lawyers for over 45 years and now services more than 40,000 lawyers and 650 firms across the US and UK, representing 90% of AmLaw 100. Our expertise has been recognized for the past 3 years by the National Law Journal where we were voted best for private banking services, wealth management/financial asset advisory provider, attorney escrow service and national business bank. We provide law firms and lawyers with a full array of tailored financial solutions that include banking, credit and wealth management services.
privatebank.citibank.com
Matheson (Ireland)

Established in 1825 in Dublin, Ireland and with international offices in London, New York, Palo Alto and San Francisco, more than 670 people work across Matheson’s five offices, including 86 partners and tax principals and over 440 legal and tax professionals. Matheson services the legal needs of internationally focused companies and financial institutions doing business in and from Ireland. Our clients include over half of the world’s 50 largest banks, 7 of the world’s 10 largest asset managers, 7 of the top 10 global technology brands and we have advised the majority of the Fortune 100.
matheson.com
Sullivan & Cromwell LLP

Sullivan & Cromwell LLP provides the highest quality legal advice and representation to clients around the world. The results the firm achieves have set it apart for more than 130 years and have become a model for the modern practice of law. Today, S&C is a leader in each of its core practice areas and in each of its geographic markets.

Clients of the firm are nearly evenly divided between U.S. and non-U.S. entities. They include industrial and commercial companies; financial institutions; private funds; governments; educational, charitable and cultural institutions; and individuals, estates and trusts. S&C’s client base is exceptionally diverse, a result of the firm’s extraordinary capacity to tailor work to specific client needs.

S&C comprises approximately 800 lawyers who serve clients around the world through a network of 12 offices, located in leading financial centers in Asia, Australia, Europe and the United States. The firm is headquartered in New York.

sullcrom.com
Wells Fargo

At Wells Fargo Corporate Trust Services, we take the time to learn your needs and build a personalized suite of services to simplify your transaction. Our deal team provides the professionalism you expect, backed by the knowledge and stability of Wells Fargo. Whether you need an M&A escrow agent, corporate debt trustee, 1031 like-kind exchange, or an insurance-related trust, our team can help you.
wellsfargo.com/corporatetrust
Wilmington Trust, N.A. Corporate Trust and Escrow Services

At Wilmington Trust, we look at every deal as a unique opportunity—and also employ a solution-driven model—a strategy that with our flexibility and responsiveness will foster a seamless execution of each M&A project.

We are committed to the M&A business as evidenced through our investment in technology and development and implementation of Wilmington Trust FASTTRACK – a web portal that automates the submission of shareholder information; and the recent hiring of four market professionals. Our job is to make the escrow/paying agent process easy and efficient; that’s why our relationship managers are specialized in M&A and are empowered to move your deal along. As a result, we are one of the fastest growing M&A corporate trust providers with over 130% growth over the past four years servicing over 1,600 M&A accounts annually.

Contact us to see how we can make a difference in your transaction. Visit www.wilmingtontrust.com to learn more.
wilmingtontrust.com
Akin Gump Strauss Hauer & Feld LLP

Akin Gump Strauss Hauer & Feld LLP is a leading global law firm providing innovative legal services and business solutions to individuals and institutions. We are one of the world’s largest law firms, with more than 900 lawyers and professionals in 21 offices. Our firm’s clients range from individuals to corporations and foreign governments. We were founded in Texas in 1945 by Robert Strauss and Richard Gump, with the guiding vision that commitment, excellence and integrity would drive the success of the firm. We incorporated those qualities into the firm’s core values as we grew into an international full-service firm positioned at the intersection of commerce, policy and the law. Our goal in every engagement is to offer a level of client service that not only meets but anticipates our clients’ needs and exceeds their expectations. From reputational defense of headline-makers to down- and midstream energy investments, from precedential class action dismissals to protection of terrorism’s victims, we serve clients in over 85 practices that range from the traditional, such as litigation and corporate, to the contemporary, such as climate change and national security. Our lawyers, many of them with years of experience in the boardroom, on the bench and in the halls of government, collaborate across borders and practice areas to provide comprehensive counsel.
akingump.com
Andrews Kurth Kenyon

Since 1902, Andrews Kurth Kenyon has built its practice on the belief that “straight talk is good business.” Real answers, clear vision and mutual respect define the firm’s relationships with clients, colleagues, communities and employees. With nearly 430 attorneys and 11 locations worldwide, Andrews Kurth Kenyon represents a wide array of clients in multiple industries. For more information about Andrews Kurth Kenyon, please visit andrewskurthkenyon.com.
andrewskurthkenyon.com
Appleby

Appleby is one of the world’s leading offshore law firms with close to 500 people, including 60 partners, operating from 10 offices around the globe. We advise global public and private companies, financial institutions, and high net worth individuals, working with them and their advisers to achieve practical solutions, whether in a single location or across multiple jurisdictions. Appleby is ranked as one of the world’s largest providers of offshore legal services in The Lawyer’s 2016 Offshore Survey and consistently deliver sophisticated, specialized services.
applebyglobal.com
Baker Botts L.L.P.

Since 1840, Baker Botts has been among the leading law firms. Today, with 725 lawyers based around the world, it ranks among the largest global law firms in scope and influence. We focus on providing full service in the energy and technology sectors. We regularly work with governmental agencies, project companies, banks, insurance companies, investment firms, non-profit organizations, individuals, estates and partnerships. Baker Botts represents most of the Fortune 100 companies, as well as many individuals and small and medium sized business entities. The firm’s highly ranked practices provide tailored advice across all areas of energy, technology and commercial law, including: business and financial sectors in relation to disputes, transactions and regulatory matters. Baker Botts’ market leading practices advise clients on cutting edge issues in the fields corporate finance and securities; project development and finance; international trade; all manner of tax matters; legislative, administrative and regulatory activities; civil and white collar criminal defense, litigation, arbitration; real estate; intellectual property; government contracts law; and environmental. Baker Botts maintains offices in fourteen locations around the world: Austin, Beijing, Brussels, Dallas, Dubai, Hong Kong, Houston, London, Moscow, New York, Palo Alto, Riyadh, San Francisco and Washington.
bakerbotts.com
Barnes & Thornburg LLP

With more than 600 legal professionals, Barnes & Thornburg LLP is one of the largest law firms in the country. We have a deep bench of attorneys who practice in areas such as business transactions, M&A, financings, corporate ownership and governance, litigation, compliance, bankruptcy and reorganization, and intellectual property from offices in Dallas and in 12 other U.S. cities. Going the extra mile to help you with your complex legal needs. Find out more at btlaw.com
btlaw.com
Blackhill Partners, LLC

Headquartered in Dallas, Texas, Blackhill Partners, LLC is a leading advisor to companies and their stakeholders in mergers, acquisitions, recapitalizations and restructurings around the world. With expertise in highly complex transactions, Blackhill’s professionals have advised Fortune 500 and middle-market clients on over $250 billion in mergers, acquisitions, financings, and restructurings across a broad range of industries, with particular depth in energy, maritime and industrial businesses. Blackhill’s unique model emphasizes senior professional involvement in every aspect of an engagement, bringing our considerable experience to bear for our clients’ most challenging situations. www.blackhillpartners.com
blackhillpartners.com
Blake, Cassels & Graydon LLP (Canada)

For more than 150 years, Blakes has proudly served many of Canada's and the world's leading businesses and organizations. The firm has built a reputation during that time as both a leader in the business community and in the legal profession. In 2017, Blakes garnered the highest number of rankings in Canada by Chambers Global and was named "Canada Law Firm of the Year" for the ninth consecutive year by Who's Who Legal. We also consistently rank as one of the top Canadian firms on the Bloomberg, Thomson Reuters and mergermarket M&A league tables in terms of transactional value or number of deals for Canadian announced transactions. We have more than 550 lawyers in offices in Montréal, Ottawa, Toronto, Calgary, Vancouver, New York, London, Bahrain, Beijing and associated offices in Al-Khobar and Riyadh. Serving a diverse national and international client base, our integrated office network provides clients with access to the firm's full spectrum of capabilities in virtually every area of business law. Whether an issue is local or multi-jurisdictional, practice-area specific or interdisciplinary, Blakes handles transactions of all sizes and levels of complexity.
blakes.com
CT Corporation

CT is the highest quality provider of corporate business compliance solutions and registered agent services for the dealmaker industry. Our expertise and unparalleled service allow us to offer a powerful suite of solutions including: mergers and acquisitions support, secured lending and structured finance assistance, global compliance and international services, and real estate transaction services. We enable our customers to make smart decisions and effectively manage the complexities of their business requirements. CT is part of Wolters Kluwer Corporate Legal Services, a business of Wolters Kluwer, a market-leading global information services company.
ctcorporation.com
Gardere Wynne Sewell LLP

Gardere's mergers and acquisitions lawyers have a well-deserved reputation not only for getting transactions closed for buyers and sellers, but also for ensuring that clients get the deal they expected – with no surprises. Clients regularly comment on our sense of urgency, our knowledge of important markets, the hands-on involvement of Gardere partners and our value-driven rate structure. Whether the deal is small, involves a public or private middle-market client, or is a headline-making transaction, we have a culture that fosters timely access to senior decision-makers. Gardere clients know that their deal will keep moving forward with certainty and precision.
gardere.com
Gibson, Dunn & Crutcher LLP

Gibson Dunn is a full-service law firm with over 1,200 lawyers in 20 offices worldwide, including Dallas and Houston. Named a Texas Powerhouse by Law360, Gibson Dunn has long recognized the importance of having a Texas presence. The addition of an array of prominent partners to the Dallas office in recent years and the 2017 opening of a Houston base exemplify Gibson Dunn’s long-term commitment to the Lone Star State. Gibson Dunn’s new office in Houston adds a team of highly regarded partners who focus on corporate transactions in the energy sector. Our transactional lawyers have handled some of the largest and most complex matters in the world, and we have extensive experience in all types of domestic and cross-border M&A transactions. Our clients include most of the Fortune 100 and more than half of the Fortune 500 companies. Our Texas Corporate/M&A practice is led by the firm’s global M&A co-chair and has been recognized by Chambers USA. We are a recognized leader in representing companies ranging from start-up ventures to multinational corporations in all major industries.
gibsondunn.com
Haynes and Boone, LLP

Haynes and Boone’s M&A practice group works with public and private companies of all sizes in a broad range of industries, advising businesses, financial institutions and private equity firms on strategic, financial, defensive, and growth-oriented transactions, and finding practical, cost-effective solutions to difficult problems. Haynes and Boone is one of the nation’s largest law firms with offices in Texas, New York, Washington, DC, California, Colorado, Illinois, Mexico City, London and Shanghai.
haynesboone.com
Houlihan Lokey

Houlihan Lokey (NYSE:HLI) is a global investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, valuation, and strategic consulting. The firm serves corporations, institutions, and governments worldwide with offices in the United States, Europe, and the Asia-Pacific region. Independent advice and intellectual rigor are hallmarks of the firm’s commitment to client success across its advisory services. Houlihan Lokey is ranked as the No. 1 M&A advisor for all U.S. transactions, the No. 1 global restructuring advisor, and the No. 1 global M&A fairness opinion advisor over the past 20 years, according to Thomson Reuters. For more information, please visit www.HL.com.
hl.com
Kira Systems

Kira is the most used and trusted software for contract review and analysis, helping the world's largest professional service firms uncover relevant information from unstructured contracts and related documents. Kira's machine-learning technology can be deployed to conduct due diligence, lease abstraction, regulatory compliance, streamline the project management process, and analyze market information. Teams can use Kira’s 240+ built-in provision models, or train their own to identify any desired information. Kira is credited with helping firms win over $100 million in new business and has been trusted on over a trillion dollars in transactions in over 40 countries to date.
kirasystems.com
Kirkland & Ellis LLP

Kirkland & Ellis is one of the world’s leading law firms, with approximately 1,900 lawyers practicing from thirteen offices in the United States, Europe and Asia. Our clients and experience cut across every major industry and discipline. Clients around the globe call upon Kirkland to handle their most important and complex corporate, litigation, intellectual property and restructuring matters.

Kirkland’s principal goals are to provide the highest quality legal services available anywhere; to be an instrumental part of each client’s success; and to recruit, retain and advance the brightest legal talent. Our Firm seeks long-term, partnering relationships with clients, to the end of providing the best total solution to the client’s legal needs. Kirkland stresses—and clients rightfully expect—good results. To that end, our Firm employs innovative, pragmatic strategies and hard work to ensure that our clients’ legal needs are met.
kirkland.com
Loyens & Loeff (Netherlands)

Loyens & Loeff is an independent law firm with major offices in Belgium, the Netherlands and Luxembourg, commonly referred to as the Benelux. The firm has an integrated legal and tax practice with more than 850 legal and tax experts worldwide. In addition to the Benelux offices, our offices are located in major international financial centres including New York, London, Paris, Zurich, Singapore, Tokyo and Dubai. In the Benelux, Loyens & Loeff is leading in M&A and private equity, has a strong capital markets practice and banking & finance practice, in addition to a full service corporate and commercial litigation practice. Our integrated legal and tax approach is unmatched by any firm in our home market. Our almost 400 tax experts have consistently made us the tax law firm to go to in the Benelux. Our integrated practice model is mirrored in our New York office. Twelve lawyers and tax experts advise clients from the U.S., Canada and Latin America on M&A, international tax structuring, banking and general corporate matters, mostly on Netherlands and Luxembourg law.
www.loyensloeff.com
McDermott Will & Emery LLP

McDermott Will & Emery is a premier international law firm with a diversified business practice. Numbering more than 1,000 lawyers, we have offices in Boston, Brussels, Chicago, Dallas, Düsseldorf, Frankfurt, Houston, London, Los Angeles, Miami, Milan, Munich, New York, Orange County, Paris, Rome, Seoul, Silicon Valley and Washington, D.C. Further extending our reach into Asia, we have a strategic alliance with MWE China Law Offices in Shanghai.

Our firm has more than 80 years of experience serving a broad range of client interests. Our diversified business practice enables us to represent a wide range of commercial, industrial and financial enterprises, both publicly and privately held. Our clientele include some of the world’s largest corporations, small and medium-sized businesses, and individuals. Outstanding client service is a cornerstone of our practice that has withstood the test of geography, economy and time. We are proud of the recognition we have received from our clients for our commitment to service, and we value their satisfaction as the best measure of our success.
mwe.com
McMillan LLP (Canada)

McMillan is a leading Canadian business law firm committed to client service and professional excellence. With recognized expertise and acknowledged leadership in major business sectors, we provide definitive Canadian legal advice to businesses, financial institutions, governments and private individuals in Canada and elsewhere around the globe through our offices in Vancouver, Calgary, Toronto, Ottawa, Montréal and Hong Kong.

McMillan’s M&A team has decades of experience managing M&A transactions, small to large, public and private, for global conglomerates, foreign investors, strategic and financial buyers, private equity firms, entrepreneurs and other investors. Subject-matter experts in all required disciplines, including first-rate tax specialists and some of Canada’s leading Investment Canada and competition law experts, are available to support the M&A team. In addition to maintaining high standards of excellence with respect to our legal work, we pride ourselves on our ability to remain focused on the business deal and work cooperatively with co-counsel and other advisors to bring transactions successfully to a close.
mcmillan.ca
Morrison & Foerster LLP

Morrison & Foerster is a leading full-service law firm, with a global network of 16 offices located in key technology and financial centers in the U.S., Asia, and Europe. The firm has been named to the prestigious American Lawyer “A-List” for 13 consecutive years, and we are widely recognized for our top-tier transactional practice. Though we advise clients operating in a broad range of sectors, our M&A practice is well known for handling some of the most high-profile and sophisticated deals in the technology space. We advise on the full spectrum of M&A matters, with particularly deep experience on complex cross-border transactions. The depth and breadth of our practice reflects the dynamic nature of our clients, which include Fortune 500 companies, private equity sponsors, investment banks, and privately held companies.

www.mofo.com
Munsch Hardt Kopf & Harr, P.C.

Munsch Hardt Kopf & Harr, P.C., is a Texas-based, mid-sized commercial law firm with more than 115 attorneys in Dallas, Houston and Austin. From corporate transactions to dispute resolution, Munsch Hardt provides wide-ranging legal expertise to its clients, navigating each step with in-depth knowledge and responsive action. Munsch Hardt attorneys are known for having large law firm backgrounds and providing clients with a personal and focused approach.
munsch.com
Polsinelli

Polsinelli’s Mergers, Acquisitions and Divestitures practice closes deals. Spanning multiple industries, our attorneys complete transactions for private and public companies. We work collaboratively with in-house personnel and coordinate efforts with clients’ investment bankers, local and foreign counsel, accounting firms and other advisers to provide high-caliber, integrated legal advice covering all areas needed for a seamless negotiation and closing process. By taking the time to understand the economic and value-related consequences singular to our clients’ business transactions, our practice works to protect interests and lead in the navigation of a full range of deal options. Ranked by Chambers USA in (Corporate/M&A) - 2016.

Polsinelli is an Am Law 100 firm with approximately 800 attorneys in 20 offices, serving corporations, institutions, and entrepreneurs nationally. Ranked #17* for Client Service Excellence among 650 U.S. law firms, Polsinelli has risen more than 50 spots in Am Law's annual firm ranking over the past five years. Polsinelli attorneys provide practical legal counsel infused with business insight, and focus on health care, financial services, real estate, intellectual property, mid-market corporate, labor and employment, and business litigation. Polsinelli attorneys have depth of experience in 100 service areas and 70 industries. The firm can be found online at www.polsinelli.com. Polsinelli PC. In California, Polsinelli LLP.
*2017 BTI Client Service A-Team Report

polsinelli.com
Selman Munson & Lerner, P.C.

Selman Munson counsels small and middle market clients in the sale and purchase of businesses in the oilfield service, healthcare, technology, finance and manufacturing industries. The firm advises clients on tax, securities, international transactions, employee benefits, environmental, real estate and corporate finance matters. The firm typically helps clients in acquisitions, complex corporate transactions, spin-offs of subsidiaries, public and private financings, leveraged buyouts and international subsidiary sales.
selmanmunson.com
Sidley Austin LLP

Sidley’s Mergers and Acquisitions group provides experience in the structuring, negotiation and financing of a broad range of domestic and cross-border M&A transactions, as well as in the design and implementation of structural defenses to unsolicited takeover proposals, including shareholder rights plans.
The group handles a broad variety of M&A transactions, including public company acquisitions, mergers, dispositions and separations (including spin-offs), tender offers, negotiated and unsolicited transactions, auctions, proxy solicitations, joint ventures, restructurings and other transactions involving “troubled” companies and various forms of related financings. The firm also provides advice on corporate governance, tax, employee benefits, antitrust, intellectual property, litigation, financing, bankruptcy and environmental matters relating to these transactions.
Our global presence and well-developed relationships with institutions, regulatory agencies and law firms throughout the world allow us to provide access to services and information unique in scope within the global legal community. We also devote a significant amount of time and resources to analyze the impact of regulatory developments and the compliance hurdles imposed by new legislation and related regulations in the Asia Pacific region, Europe and the U.S. This allows us to closely monitor legal developments and anticipate legislative and regulatory changes to help our clients operate at the forefront. Together with lawyers experienced in cross-border transactions in other groups, such as capital markets, finance, derivatives and tax, our team has significant multi-disciplinary experience in cross-border transactions.
The firm regularly represents prominent public and private corporations in various industries, as well as financial institutions, in their M&A assignments. In 2016, Sidley was counsel on more than 172 disclosed M&A deals totaling in excess of US$110 billion in announced deal value.
sidley.com
Skadden, Arps, Slate, Meagher & Flom LLP

With approximately 1,700 attorneys in 22 offices on four continents, Skadden serves clients in every major financial center. Our strategically positioned U.S. and international locations allow us proximity to our clients and their operations and ensure a seamless and unified approach at all times. For more than 60 years, Skadden has provided legal services to the business, financial and governmental communities around the world in a wide range of high-profile transactions, regulatory matters, and litigation and controversy issues. Our clients range from a variety of small, entrepreneurial companies to a substantial number of the 500 largest U.S. corporations and many of the leading global companies. We have represented numerous governments, many of the largest banks — including virtually all of the leading investment banks — and major insurance and financial services companies. The firm has more than 50 practice areas and advises clients in matters involving, among others, mergers and acquisitions, litigation and arbitration, corporate finance, corporate restructuring, securities law, banking, project finance, energy, antitrust, tax and intellectual property.
skadden.com
SRS Acquiom LLC

SRS Acquiom provides innovative M&A products and services that deliver better economics with unprecedented ease and efficiency for buyers and sellers. Services include industry-leading escrow investment, payments administration and shareholder representation. Innovations in escrow solutions are utilized in a broad array of transactions, including mergers and acquisitions and insurance. Founded in 2007, SRS Acquiom continues to transform the industry with Acquiom Clearinghouse™, the first and only online payments platform; Acquiom® Compensation Solutions, a service for processing payments treated as taxable compensation; and ground-breaking escrow investment options based on a unique patented method and tailored for M&A. As the global leader, SRS Acquiom represents 85,000 shareholders in 95 countries and has been engaged on 900 transactions valued at $150 billion. Annual data studies and publications are widely used to shape industry best practices.

srsacquiom.com
Stikeman Elliott LLP (Canada)

Stikeman Elliott is recognized internationally for the sophistication of its business law practice. It frequently ranks as a top firm in domestic and international M&A, capital markets and corporate-commercial law by industry league tables and directories, and is widely regarded as a leader in business litigation. Its other areas of expertise include banking and finance, restructuring, competition/antitrust, real estate, tax, labour and employment, and intellectual property. The firm has developed in-depth knowledge of a wide range of industries including energy, mining, financial services, insurance, infrastructure, retail, telecommunications and technology. Located in Montréal, Toronto, Ottawa, Calgary and Vancouver, its Canadian offices are among the leading practices in their respective jurisdictions. Stikeman Elliott is also prominent internationally, with a longstanding presence in New York, London and Sydney and extensive experience in the U.S., Europe, China, South and Southeast Asia as well as in Latin America, the Caribbean, North Africa and Sub-Saharan Africa.
stikeman.com
Stout Risius Ross, LLC

Stout is a leading independent advisory firm specializing in Investment Banking, Valuation Advisory, Dispute Consulting and Management Consulting. Stout leverages its considerable investment banking and valuation experience to assist clients in making sound business decisions and completing their critical transactions. We provide industry-specialized M&A execution, private capital financing, and fairness, solvency and other transaction opinions across a wide range of industries to companies ranging from middle-market private to mid-capitalization public. Stout is recognized as the #1 US provider of fairness opinions based on number of transactions from 2011-2016, according to Thompson Reuters. For more information, visit www.stoutadvisory.com.
stoutadvisory.com
Thompson & Knight LLP

Established in 1887, Thompson & Knight is a full-service law firm with more than 300 attorneys. The firm provides solutions to clients and communities around the world and is particularly recognized for its depth of experience and capabilities on behalf of the energy industry. Thompson & Knight was named U.S. News-Best Lawyers® “Law Firm of the Year” in Oil & Gas Law for the years 2011-2013, 2015, and 2017. This year, Thompson & Knight proudly celebrates 130 years of service.
tklaw.com
Vinson & Elkins LLP

Vinson & Elkins LLP was established in 1917 and has grown to approximately 700 lawyers today. The firm offers experienced legal counsel and commercially-focused service to sophisticated corporate clients across numerous industries. From 16 offices in financial centers and political capitals across the globe, our lawyers provide strategic legal advice on our clients’ most challenging and complex transactional, regulatory, and litigation matters, with a focus on mergers and acquisitions and joint ventures, fund formation, venture capital and growth equity investments, project developments, financings, arbitrations, lawsuits, environmental matters, tax cases, intellectual property matters, restructurings/reorganizations, and regulatory proceedings.

velaw.com
Willis Towers Watson

Willis Towers Watson (NASDAQ: WLTW) is a leading global advisory, broking and solutions company that helps clients around the world turn risk into a path for growth. With roots dating to 1828, Willis Towers Watson has 40,000 employees serving more than 140 countries. We design and deliver solutions that manage risk, optimize benefits, cultivate talent, and expand the power of capital to protect and strengthen institutions and individuals. Our unique perspective allows us to see the critical intersections between talent, assets and ideas – the dynamic formula that drives business performance. Together, we unlock potential. Learn more at willistowerswatson.com.
willistowerswatson.com
Mergermarket, an Acuris company

Mergermarket, an Acuris company is an independent Mergers and Acquisitions (M&A) intelligence and data service with an unrivalled network of over 500 dedicated M&A journalists based in over 60 locations across the Americas, Europe, Asia-Pacific, the Middle-East and Africa. Unlike any other service of its kind, Mergermarket specializes in providing forward-looking intelligence and deal flow opportunities integrated with a comprehensive deals database—resulting in real revenues for clients.
mergermarket.com
The Deal

The Deal is a media and technology company providing over 100,000 users with actionable ideas from its two services – The Deal & BoardEx. Law firms, investment banks, private equity firms and hedge funds use The Deal service to find their next deal and BoardEx to connect the dots between their organizations and clients. The Deal has offices in New York, London, Washington, DC, Petaluma, CA and Chennai, India.
thedeal.com

13th Annual

Mergers and Acquisitions Institute

America's Premier Private M&A Conference

Dallas Oct 12-13, 2017 The Ritz-Carlton Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Oct. 12, 2017

Thursday Afternoon, Oct. 12, 2017

Friday Morning, Oct. 13, 2017

Conference Faculty

A. Vincent Biemans

Gregory S. Brow

Wilson Chu

Richard E. Climan

Samantha Hale Crispin

Scott B. Crofton

Byron F. Egan

Adam Fliss

J. Holt Foster III

Larry E. Glasgow

John Goodgame

Joel I. Greenberg

Kirsten J. Jensen

Jeff Jones

Kristina Sung Kepner

Robert R. Kibby

Rick A. Lacher

Paul A. Leighton

Robert B. Little

Eric Martin

Jennifer C. Neill

William B. Nelson

Michael G. O'Bryan

Rita-Anne O'Neill

Mandy S. Price

Rachel B. Proffitt

Noelle M. Reed

David C. Rex

Michael E. Rogers

Christopher P. Rosa

Einat Sadka

Michael A. Saslaw

Clay B. Scheitzach

Paul J. Shim

Mark S. Solomon

Cliff W. Vrielink

Michael E. Weisser

Isabella Wezdecki

James Wicklund

Andrew Zimmerman

Jeffrey A. Zlotky

Planning Committee

Wilson Chu—Co-Chair

Larry E. Glasgow—Co-Chair

Deborah Salzberg—Director

Elizabeth C. Brandon

Richard E. Climan

Samantha Hale Crispin

Gemma L. Descoteaux

Byron F. Egan

J. Holt Foster III

James R. Griffin

Tom D. Harris Jr.

Thomas W. Hughes

Jeff Jones

Robert R. Kibby

Robert B. Little

Cookie F. Munson

Terry L. Orr

Noelle M. Reed

David C. Rex

Christopher P. Rosa

Cliff W. Vrielink

Glenn D. West

Credit Info

MCLE Credit

Other Credit

Key Dates

13^th Annual

Dallas Oct 12-13, 2017 The Ritz-Carlton
Conference Concluded