14^th Annual

Mergers and Acquisitions Institute

America's Premier Private M&A Conference

Dallas Oct 4-5, 2018 The Ritz-Carlton
Conference Concluded

Buy

Related products: eConference Materials

EVENT SPONSORS
Bloomberg Law
Citi Private Bank
King & Spalding LLP
Matheson (Ireland)
Sullivan & Cromwell LLP
Wells Fargo
Willis Tower Watson
Wilmington Trust, N.A.

INSTITUTE SPONSORS
Akin Gump Strauss Hauer & Feld LLP
Baker Botts L.L.P.
Barnes & Thornburg LLP
Blake, Cassels & Graydon LLP (Canada)
Calvetti Ferguson
CT Corporation
Foley Gardere
Fortis Advisors
Gibson, Dunn & Crutcher LLP
Haynes and Boone, LLP
Houlihan Lokey
Jackson Walker LLP
Katten Muchin Rosenman LLP
Kira Systems
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.
Sheppard, Mullin, Richter & Hampton LLP
Sidley Austin LLP
Skadden, Arps, Slate, Meagher & Flom LLP
Stephens Inc.
Stikeman Elliott LLP (Canada)
Thompson & Knight LLP
U.S. Bank Global Corporate Trust
Vinson & Elkins LLP
Weil, Gotshal & Manges LLP
Winston & Strawn LLP

Download Brochure (PDF)

Overview

UT Law’s Mergers and Acquisitions Institute is 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. This year’s highlights include:

Comparison of the Deal Driver Differences Between Private Equity and Strategic Players
Exploration of How Representation and Warranty Insurance is Changing the Game
Insight into encrusted boilerplate by Rethinking Conventional Wisdom in M&A Agreements
Engaging discussion of M&A After Tax Reform: A Practical Survival Guide to New Opportunities and Challenges Facing Deal Lawyers
A full 3.00 hours of ethics with additional on-demand programming after the Institute

The combination of a cutting-edge program with nationally recognized speakers, prestigious U.S. and international sponsors, Fletcher’s famous Texas State Fair corny dogs, the 8th Annual Byron Egan Whiskey Tasting, invaluable networking opportunities, and much more, makes this an event you won't want to miss!

The University of Texas School of Law - Mergers and Acquisitions Institute Endowment for Excellence in Law Scholarship

The Mergers and Acquisitions Institute is proud to announce the establishment of The University of Texas School of Law - Mergers and Acquisitions Institute Endowment for Excellence in Law Scholarship – a permanent endowment for the benefit of The University of Texas School of Law. Funds distributed from the endowment will be used to support students of high academic achievement who exhibit strong interest and potential in the field of mergers and acquisitions.

Gifts of all sizes are now being accepted through the registration process or at the Institute in October, and will be applied to the principal of the endowment. Please note that gifts to The University of Texas are tax deductible as allowed by law, and The University of Texas is defined by the IRS as a 170(c) organization, a government-supported non-profit. All donors will receive a receipt from the University Development Office for their contribution. As with any decision involving your assets, we encourage you to seek the advice of professional counsel when considering a gift.

Event Schedule

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

Day 1 October 4, 2018
Day 2 October 5, 2018

Time

Credit

Subject

Speaker
Thursday Morning, Oct. 4, 2018
Presiding Officers:
Frédéric Franckx, Loyens & Loeff N.V. (Netherlands) - Rotterdam, Netherlands
John Clifford, McMillan LLP (Canada) - Toronto, Ontario
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, Jackson Walker LLP - Dallas, TX
8:30 am

1.00 hr

Deal Driver Differences Between Private Equity and Strategic Players

Does private equity really do deals differently than strategic players? Explore “why” and “how” private equity behaves differently from strategics, and how those differences are manifested in their approach to deal making, particularity the deal points that they negotiate.

Moderator:
Larry E. Glasgow, Jackson Walker LLP - Dallas, TX
Panelists:
David J. Colletti Jr., 7-Eleven, Inc. - Dallas, TX
Scott B. Crofton, Sullivan & Cromwell LLP - New York, NY
Kirsten J. Jensen, Simpson Thacher & Bartlett LLP - Palo Alto, CA and Houston, TX
Stephen Yoost, Trive Capital - Dallas, TX
9:30 am

0.75 hr

M&A After Tax Reform: A Practical Survival Guide to New Opportunities and Challenges Facing Deal Lawyers

The 2017 Tax Cuts and Jobs Act is incentivizing a new pattern of investment that will likely have profound implications for companies, particularly with respect to M&A. In plain English that deal lawyers will appreciate, gain practical tips on structuring and negotiating the deal to maximize (or not get blind-sided by) the changing landscape brought on by Tax Reform.

Moderator:
Samantha Hale Crispin, Baker Botts L.L.P. - Dallas, TX
Panelists:
Dave Klein, PricewaterhouseCoopers LLP - Dallas, TX
Alejandro Ruiz, McDermott Will & Emery LLP - Menlo Park, CA
J. Michael Threet, Haynes and Boone, LLP - Dallas, TX
10:15 am

Break

Thank You to Our Exclusive Sponsor
Wells Fargo
10:30 am

1.00 hr

How Representation and Warranty Insurance is Changing the Game

The “Insured Deal” is here to stay. Go beyond the basics and drill-down into provisions that should be negotiated and practices that should evolve when an insured deal is in play.

Moderator:
David Rex, Prophet Equity - Southlake, TX
Panelists:
David I. Albin, Finn Dixon & Herling LLP - Stamford, CT
Mary Duffy, American International Group, Inc. - London, England, United Kingdom
Richard Frye, Winston & Strawn LLP - Dallas, TX
Andrew Zimmerman, Willis Towers Watson - New York, NY
11:30 am

1.00 hr

Special Issues in Acquisitions of Venture-Backed Companies

Why is a VC-backed target different, and how do those differences impact the process pursued and provisions negotiated? Examine critical and complicated issues that commonly arise in acquisitions of VC-backed companies, including complex waterfalls, blurring of management incentives with purchase price, disproportionate allocation of indemnity risk among stockholders/stakeholders, and fiduciary duties of VC-nominated directors.

Moderator:
Jessica C. Pearlman, K&L Gates LLP - Seattle, WA
Panelists:
Rick Fink, Fortis Advisors - San Diego, CA
Craig Menden, Cooley LLP - Palo Alto, CA
Brian Wheeler, SoftBank Investment Advisers - San Francisco, CA
Thursday Afternoon, Oct. 4, 2018
Presiding Officers:
Fergus Bolster, Matheson (Ireland) - Dublin, Ireland
Warren Silversmith, Montreal, Quebec, Canada
LUNCHEON PRESENTATION
12:30 pm

Signature Ritz Buffet Lunch and Texas State Fair Food

Included in registration. Please proceed to luncheon presentation.

Thank You to Our Exclusive Luncheon Sponsor
Citi Private Bank

Thank You to Our Exclusive Texas State Fair Food Sponsor
Willis Towers Watson
12:50 pm

0.75 hr ethics

Ethical Issues in M&A Transactions

Discuss recurring thorny ethical issues that have value in M&A transactions. Who is my client? How do I minimize the risk of losing the attorney-client privilege in the deal? Do I owe any ethical duties of candor to opposing counsel (i.e., the difference between lying and puffing)?

Byron F. Egan, Jackson Walker LLP - Dallas, TX
Bradley L. Whitlock, Scheef & Stone, L.L.P. - Dallas, TX
1:35 pm

Break
1:45 pm

1.00 hr

Peak, Trough or Somewhere in Between: Navigating the Uncertainties of an Ever Changing Energy Market

The past few years have seen significant price fluctuations and investment cycles in the oil and gas industry. These uncertainties create their own set of legal issues for practitioners. Get an overview of the oil and gas M&A market from leading energy industry professionals, with highlights of 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
Michele Jones, JP Morgan Chase Bank, N.A. - Dallas, TX
Cliff W. Vrielink, Sidley Austin LLP - Houston, TX
Jeffrey A. Zlotky, NGP Energy Capital Management, LLC - Irving, TX
2:45 pm

1.00 hr

More Cake: Advanced Issues in Carve-Outs and Divestitures

An in-depth discussion of advanced issues in carveout transactions, including preparing your sell-side client for a divisional sale, advising your buy-side client on separation issues, navigating multi-jurisdictional carveouts and negotiating transition services, including data from the ABA Merger and Acquisitions Committee’s Carveout Deal Points Study.

Moderator:
Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA
Panelists:
Lance Gurley, Stephens Inc. - Dallas, TX
Michael G. O'Bryan, Morrison & Foerster LLP - San Francisco, CA
Kimberly R. Spoerri, Cleary Gottlieb Steen & Hamilton LLP - New York, NY
3:45 pm

8th Annual Byron Egan Whiskey Tasting & 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

Mock Negotiation of the Tech Company Acquisition

A mock negotiation highlighting key issues in acquisitions of privately-held technology companies.

Richard E. Climan, Hogan Lovells US LLP - Menlo Park, CA
Joel I. Greenberg, Arnold & Porter Kaye Scholer LLP - New York, NY
John P. Brockland, Hogan Lovells US LLP - San Francisco, CA
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
Bloomberg Law

Time

Credit

Subject

Speaker
Friday Morning, Oct. 5, 2018
Presiding Officer:
Jamie Koumanakos, Blake, Cassels & Graydon LLP (Canada) - New York, New York
7:30 am

Continental Breakfast and Registration Opens

Thank You to Our Exclusive Breakfast Sponsor
King & Spalding LLP

Thank You to Our Exclusive Morning Beverage Bar Sponsor
Wilmington Trust, N.A.
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:
Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
Panelists:
Cindy Y. Lin, King & Spalding LLP - Houston, TX
Michael A. Saslaw, Vinson & Elkins LLP - Dallas, TX
Mark S. Solomon, Katten Muchin Rosenman LLP - Dallas, TX
9:30 am

1.00 hr

Have Sea Squirts Invaded Your Contract? Avoiding the Mindless Use of So-Called “Market” Terms You May or May Not Understand

It is said that transactional lawyers only learn to practice law after they graduate from law school, and it is true that there have traditionally been few offerings in the “how” of practicing transactional law in law school. But it is also true that many practicing transactional lawyers believe they no longer need to read cases to practice, and instead rely upon forms handed down to them by their mentors. Explore some of the “encrusted boilerplate” often contained in form agreements many transactional lawyers use, without any conception of what some of this encrusted boilerplate actually means, as interpreted by the courts in recent case law.

Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX
10:30 am

1.00 hr

More Kicking and Screaming: Developments in Drag-Alongs and Other Minority Stockholder Squeeze-Out Techniques

Hear a wide-ranging discussion, viewed from the standpoint of both the minority ownership and the majority ownership, on planning for, implementing and, as necessary, resolving disputes related to, situations involving minority ownership stakes. Review recent developments in this area as well as current best practices in dealing with issues that range from orderly process to confrontation.

Melissa A. DiVincenzo, Morris, Nichols, Arsht & Tunnell LLP - Wilmington, DE
Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX
11:30 am

Adjourn

Day 1 October 4, 2018
Day 2 October 5, 2018

Download Schedule

Conference Faculty

David I. Albin

Finn Dixon & Herling LLP
Stamford, CT

John P. Brockland

Hogan Lovells US LLP
San Francisco, CA

Wilson Chu

McDermott Will & Emery LLP
Dallas, TX

Richard E. Climan

Hogan Lovells US LLP
Menlo Park, CA

David J. Colletti Jr.

7-Eleven, Inc.
Dallas, TX

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Scott B. Crofton

Sullivan & Cromwell LLP
New York, NY

Melissa A. DiVincenzo

Morris, Nichols, Arsht & Tunnell LLP
Wilmington, DE

Mary Duffy

American International Group, Inc.
London, England, United Kingdom

Byron F. Egan

Jackson Walker LLP
Dallas, TX

Rick Fink

Fortis Advisors
San Diego, CA

J. Holt Foster III

Thompson & Knight LLP
Dallas, TX

Richard Frye

Winston & Strawn LLP
Dallas, TX

Larry E. Glasgow

Jackson Walker LLP
Dallas, TX

John Goodgame

Akin Gump Strauss Hauer & Feld LLP
Houston, TX

Joel I. Greenberg

Arnold & Porter Kaye Scholer LLP
New York, NY

Lance Gurley

Stephens Inc.
Dallas, TX

Kirsten J. Jensen

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

Michele Jones

JP Morgan Chase Bank, N.A.
Dallas, TX

Robert R. Kibby

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

Dave Klein

PricewaterhouseCoopers LLP
Dallas, TX

Cindy Y. Lin

King & Spalding LLP
Houston, TX

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

Craig Menden

Cooley LLP
Palo Alto, CA

Michael G. O'Bryan

Morrison & Foerster LLP
San Francisco, CA

Rita-Anne O'Neill

Sullivan & Cromwell LLP
Los Angeles, CA

Jessica C. Pearlman

K&L Gates LLP
Seattle, WA

David Rex

Prophet Equity
Southlake, TX

Alejandro Ruiz

McDermott Will & Emery LLP
Menlo Park, CA

Michael A. Saslaw

Vinson & Elkins LLP
Dallas, TX

Mark S. Solomon

Katten Muchin Rosenman LLP
Dallas, TX

Kimberly R. Spoerri

Cleary Gottlieb Steen & Hamilton LLP
New York, NY

J. Michael Threet

Haynes and Boone, LLP
Dallas, TX

Cliff W. Vrielink

Sidley Austin LLP
Houston, TX

Glenn D. West

Weil, Gotshal & Manges LLP
Dallas, TX

Brian Wheeler

SoftBank Investment Advisers
San Francisco, CA

Bradley L. Whitlock

Scheef & Stone, L.L.P.
Dallas, TX

Stephen Yoost

Trive Capital
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

Jackson Walker 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
Menlo Park, CA

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Gemma L. Descoteaux

Sheppard Mullin Richter & Hampton LLP
Dallas, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

J. Holt Foster III

Thompson & Knight LLP
Dallas, TX

Tom D. Harris Jr.

Haynes and Boone, LLP
Dallas, TX

Thomas W. Hughes

Winston & Strawn LLP
Dallas, TX

Jeff Jones

Stephens Inc.
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

SAM Holding Company, Inc. & Subsidiaries (SAM)
Austin, TX

Terry L. Orr

Grant Thornton LLP
Dallas, TX

Noelle M. Reed

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

David Rex

Prophet Equity
Southlake, TX

Christopher P. Rosa

Sabre Corporation
Southlake, TX

Cliff W. Vrielink

Sidley Austin LLP
Houston, TX

Credit Info

Dallas

MCLE Credit

Texas – 10.75 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 – 10.75 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.

New Jersey – 13.00 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 – 13.00 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 4-5, 2018 – The Ritz-Carlton

Conference Concluded

Buy

Dallas

Individual
Last day for $845.00 Regular pricing: Sep 26, 2018

$945.00 for registrations received after this time

Last day for cancellation (full refund): Sep 28, 2018

$50 processing fee applied after this date

Last day for cancellation: Oct 1, 2018

Venue

The Ritz-Carlton

2121 McKinney Avenue
Dallas, TX
800.960.7082 (reservations)

Accommodations

$439 room rate good through September 4, 2018 (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.

Bloomberg Law

Bloomberg Law helps M&A professionals provide world-class counsel with access to actionable legal intelligence in a business context. Bloomberg Law delivers a unique combination of practical guidance, comprehensive primary and secondary source material, trusted content from Bloomberg BNA, news, time-saving practice tools, market data and business intelligence. For more information, visit www.bna.com/bloomberglaw.
bloomberglaw.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
Citi Private Bank

For nearly 50 years, Citi Private Bank Law Firm Group has been a dedicated and trusted partner to the legal industry, providing customized financial strategies and tailored advice to lawyers and their firms. We serve over 85% of the AmLaw 200 and are the institution of choice for more than 650 law firms and 40,000 attorneys across the US and UK. Our capabilities include banking, lending, escrow, investment and wealth advisory services.
privatebank.citibank.com
Wilmington Trust, N.A.

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 WT FASTTRACK – a web portal that automates the submission of shareholder information. 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.

Contact us to see how we can make a difference in your transaction. Visit www.wilmingtontrust.com to learn more.
wilmingtontrust.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 six 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 and we have advised the majority of the Fortune 100 companies. We work closely with some of the world’s largest tech multinationals and high-profile start-ups and we advise 7 of the top 10 global technology brands.
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

Wells Fargo Corporate Trust Services provides a wide variety of trust and agency services, both domestically and internationally, in connection with debt and equity securities issued by public and private corporations, government entities, and the banking and securities industries, including mortgage asset services, asset-backed, municipal, corporate/high yield securities, business escrow and standalone custody. Whether you need an M&A escrow agent, corporate debt trustee, 1031 like-kind exchange, or an insurance-related trust, our dedicated team will take the time to understand your needs and simplify the process.
wellsfargo.com/corporatetrust
King & Spalding LLP

Celebrating more than 130 years of service, King & Spalding is an international law firm that represents a broad array of clients, including half of the Fortune Global 100, with 1,000 lawyers in 20 offices in the United States, Europe, the Middle East and Asia. The firm has handled matters in over 160 countries on six continents and is consistently recognized for the results it obtains, uncompromising commitment to quality, and dedication to understanding the business and culture of its clients. More information is available at www.kslaw.com.
kslaw.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 20 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
Baker Botts L.L.P.

Baker Botts is a globally respected law firm with 725 lawyers and 14 international offices. We are driven by the highest ethical and professional standards. This professionalism, combined with industry knowledge and insights and our understanding of the law, helps us to deliver effective, innovative solutions for our clients.

For more than 175 years, Baker Botts has delivered results-oriented services, establishing us as a leading law firm. Our reputation is complemented by our leadership in government, the judiciary and our communities. Regardless of size, sector or jurisdiction of a client, our commitment is to help achieve their business objectives.
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 13 other U.S. cities. Going the extra mile to help you with your complex legal needs. Find out more at btlaw.com
btlaw.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
Calvetti Ferguson

Calvetti Ferguson provides tax, audit, and advisory services to middle-market clients in the energy, hospitality, real estate & construction and international markets. As a middle-market firm by choice, we combine the efficiency and technical expertise you need with personal skills required to build close, successful client relationships. Whether addressing complex corporate and partnership tax needs or streamlining business processes for a growing company, our people energetically pursue new avenues for clients to add value to their businesses. Our drive to do more for clients and our culture set us apart. Unlike other firms, we have been on your side of the table and bring our knowledge in the areas of energy, real estate & construction, hospitality and multinational businesses to every project. In addition, as an independent member firm of PrimeGlobal, an association of independent accounting firms, Calvetti Ferguson can serve clients locally wherever they operate worldwide
calvettiferguson.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.
ct.wolterskluwer.com
Foley Gardere

Foley Gardere focuses on the constantly evolving demands facing the legal field, our clients and their industries. With over 1,100 lawyers and in 24 offices throughout the United States, Belgium, Mexico City, and Tokyo, Foley has expanded its geographic reach in several service areas including corporate; litigation; intellectual property; energy – specifically oil and gas, renewables, infrastructure and project finance; government solutions; financial restructuring and reorganization. We have also deepened our private equity, venture capital, health care, and government affairs practices to better serve clients in Texas and throughout the market.

Foley and Gardere are better together. Historically, we have been recognized for a commitment to client service and an ability to counsel clients through their most multifaceted legal and business challenges. By integrating, we have distinctive capabilities and channels to provide strategic and innovative counsel, continuing our client-first culture. Our clients benefit from what we’re better able to provide – together.
foley.com
Fortis Advisors

Fortis Advisors, a leading professional shareholder representative, manages the post-closing process on behalf of selling shareholders in private M&A transactions. With over $100 Billion in deals, our engagements include M&A transactions spanning a range of industries, including the largest venture-backed M&A deal ever, FACEBOOK's acquisition of WHATSAPP. For more information please visit, www.fortisrep.com
fortisrep.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 M&A lawyers know that our clients’ transactions are never routine. We craft strategic, practical solutions that advance our clients’ business objectives by anticipating and evaluating the roadblocks and opportunities that clients face on the way to closing a deal successfully.
Our lawyers have comprehensive experience handling middle market deals, having helped clients close more than 500 transactions in the last five years, with an aggregate value exceeding $40 billion. We routinely represent private equity firms, closely-held corporations, founders, large financial institutions and Fortune 500 public companies. 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.

The Haynes and Boone M&A practice is recognized by U.S. News & World Report and Best Lawyers® “Best Law Firms” survey as a National Tier 2, Dallas Tier 1 and Houston Tier 1 in Corporate Law for 2018. Additionally, Chambers USA, ranked our practice in Corporate/M&A (Texas) for 2018. Other accolades for our practice include deal recognition for “Global Consumer Goods Deal of the Year” and “Global Resources & Commodities Deal of the Year” in the mid-market at the M&A Atlas Awards.
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
Jackson Walker LLP

For more than 130 years, Jackson Walker has played a vital role in the growth and development of Texas business. Since our founding in 1887, our attorneys have represented some of the most influential companies in the state in key industries that shaped the course of Texas history, including railroads, the media, and oil and gas exploration. Today, we remain firmly rooted in Texas while serving clients around the globe. With more than 375 attorneys in our seven offices, we serve clients around the world in a broad range of practices and industries. We have extensive experience representing publicly and privately held companies, private equity funds and hedge funds in mergers, acquisitions, dispositions, joint ventures and other strategic alliances. But we’re more than just deal lawyers. We also serve as outside general counsel to hundreds of companies, working closely with management to provide pragmatic solutions to legal problems as they arise. Whether it’s negotiating commercial contracts, improving corporate governance, or navigating securities regulations, clients look to us for guidance on the issues that affect their businesses every day. Our clients know they can count on us to deliver personalized service, legal experience, and added value. We invite you to learn more about Jackson Walker at jw.com. jw.com
Katten Muchin Rosenman LLP

Katten Muchin Rosenman LLP is a firm of first choice for clients seeking sophisticated, high-value legal services. Katten's M&A attorneys work as part of an integrated team alongside members of key practice areas, including tax, insolvency and restructuring, antitrust, commercial finance, corporate governance, employee benefits and executive compensation—offering clients a collaborative approach to addressing the full range of issues that arise in M&A transactions and other business combinations. Our clients look to us for help in every aspect of a transaction, including financing, regulatory approval, due diligence, valuation and operational issues. We have the resources and experience to complete some of the largest and most complex purchases or sales anywhere in the world, but also know and appreciate the value of smaller transactions. Katten's M&A practice encompasses all aspects of public and private M&A work, handling billions of dollars in business combinations each year.
kattenlaw.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
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/en-US/Pages/Default.aspx
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, full-service Canadian business law firm. With recognized expertise and acknowledged leadership in all major business sectors, we provide solutions-oriented legal advice through our offices in Toronto, Montreal, Vancouver, Calgary and Ottawa as well as Hong Kong.

Our M&A team has decades of experience managing and assisting with small to large, public and private M&A transactions for private equity firms, global conglomerates, foreign investors, strategic and financial buyers, entrepreneurs and other investors. The team is supported by subject matter experts in all required disciplines, including first-rate tax specialists and some of Canada’s leading foreign investment experts.

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.

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 125 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.(*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
Sheppard, Mullin, Richter & Hampton LLP

Sheppard Mullin is a full service Global 100 firm with 800 attorneys in 16 offices located in the United States, Europe and Asia. Since 1927, companies have turned to Sheppard Mullin to handle corporate and technology matters, high stakes litigation and complex financial transactions. The development and expansion of our practice in response to client needs remains the core focus of our leadership. Our attorneys take the time to understand not only the legal needs of our clients but also their business objectives. Our legal and business acumen, value for fees incurred, commitment to client service, and adherence to the highest ethical standards combine to set Sheppard Mullin apart. In the U.S., the firm's clients include more than half of the Fortune 100. For more information, please visit www.sheppardmullin.com.
sheppardmullin.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. The firm regularly represents prominent public and private corporations in various industries, as well as financial institutions, in their M&A assignments. In 2017, Sidley was counsel on more than 238 M&A transactions totaling in excess of US$148 billion in 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
Stephens Inc.

Stephens Inc. is a leading advisor to companies and their stakeholders in restructurings and recapitalizations that include in court and out-of-court solutions. With expertise in highly complex capital structure challenges, our services include debtor advisory, creditor advisory, distressed mergers and acquisitions, distressed financing and debt modifications, and expert witness testimony. Our senior professionals have a wealth of expertise advising clients in a broad range of solutions and outcomes across the capital structure.
stephens.com
Stikeman Elliott LLP (Canada)

Stikeman Elliott’s Mergers & Acquisitions Group is perennially among the most active in Canada. It frequently ranks as a top firm in 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 practice areas include securities, banking and finance, competition and foreign investment, tax, restructuring, energy, real estate, project development, intellectual property, employment and labour, and pensions. With offices in Montréal, Toronto, Ottawa, Calgary and Vancouver as well as in London, New York and Sydney, Stikeman Elliott delivers a high standard of legal advice to clients domestically and internationally.

stikeman.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 oil, gas, and energy industry. Thompson & Knight has been named “Law Firm of the Year” in Natural Resources Law (2018) and in Oil & Gas Law (2011-2013, 2015, 2017) in U.S. News-Best Lawyers® “Best Law Firms.” Additionally, the Firm is ranked among the top firms in Texas for Corporate/M&A in Chambers USA 2017 by Chambers and Partners.
tklaw.com
U.S. Bank Global Corporate Trust

U.S. Bank Global Corporate Trust is a leading provider of corporate trust services in the United States and Europe, serving private and public companies, government and tax-exempt entities, and financial institutions. We operate a network of more than 50 domestic offices and two international locations in London and Dublin. Our tenured teams provide expert guidance backed by financial strength and resources to help our clients achieve success.

Our team of experts has the resources and experience to deliver efficient escrow, investment and paying agent services supporting M&A transactions. We are focused on providing responsive service, ensuring that M&A escrow and paying agent matters close timely, accurately and securely. Whatever the size or needs of the deal and client, we offer sound financial support and the proven ability to execute under the most challenging circumstances.

Contact us to learn more: www.usbank.com/corporatetrust. usbank.com/corporatetrust
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
Weil, Gotshal & Manges LLP

With approximately 1,100 lawyers in offices on three continents around the world, Weil operates according to the “one firm” principle, allowing us to bring the right mix of firm-wide skill and local-market presence to deliver the coordinated legal advice necessary to help our clients achieve their sophisticated goals and objectives.

Founded in 1931, Weil has been a preeminent provider of legal services for more than 80 years. Widely recognized by those covering the legal profession as best in class, Weil’s lawyers regularly advise clients globally on their most complex Litigation, Corporate, Restructuring, and Tax and Benefits matters. Weil has been a pioneer in establishing a geographic footprint that has allowed the Firm to partner with clients wherever they do business.
weil.com
Winston & Strawn LLP

Winston & Strawn LLP is an international law firm with nearly 1,000 attorneys across 16 offices in Brussels, Charlotte, Chicago, Dallas, Dubai, Hong Kong, Houston, London, Los Angeles, Moscow, New York, Paris, San Francisco, Shanghai, Silicon Valley, and Washington, D.C. The exceptional depth and geographic reach of our resources enable Winston & Strawn to manage virtually every type of business-related legal issue. We serve the needs of enterprises of all types and sizes, in both the private and the public sector. We understand that clients are looking for value beyond just legal talent. With this in mind, we work hard to understand the level of involvement our clients want from us. We take time to learn about our clients’ organizations and their business objectives. And, we place significant emphasis on technology and teamwork in an effort to respond quickly and effectively to our clients’ needs.

Visit winston.com if you would like more information about our legal services, our experience, or the industries we serve. winston.com

14th Annual

Mergers and Acquisitions Institute

America's Premier Private M&A Conference

Dallas Oct 4-5, 2018 The Ritz-Carlton Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Oct. 4, 2018

Thursday Afternoon, Oct. 4, 2018

Friday Morning, Oct. 5, 2018

Conference Faculty

David I. Albin

John P. Brockland

Wilson Chu

Richard E. Climan

David J. Colletti Jr.

Samantha Hale Crispin

Scott B. Crofton

Melissa A. DiVincenzo

Mary Duffy

Byron F. Egan

Rick Fink

J. Holt Foster III

Richard Frye

Larry E. Glasgow

John Goodgame

Joel I. Greenberg

Lance Gurley

Kirsten J. Jensen

Michele Jones

Robert R. Kibby

Dave Klein

Cindy Y. Lin

Robert B. Little

Craig Menden

Michael G. O'Bryan

Rita-Anne O'Neill

Jessica C. Pearlman

David Rex

Alejandro Ruiz

Michael A. Saslaw

Mark S. Solomon

Kimberly R. Spoerri

J. Michael Threet

Cliff W. Vrielink

Glenn D. West

Brian Wheeler

Bradley L. Whitlock

Stephen Yoost

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

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 Rex

Christopher P. Rosa

Cliff W. Vrielink

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

The Ritz-Carlton

Accommodations

14^th Annual

Dallas Oct 4-5, 2018 The Ritz-Carlton
Conference Concluded