Overview

UT Law CLE’s Mergers and Acquisitions Institute is the leading private M&A conference of its kind in the United States. Although we are going virtual this year, the Institute continues to provide the latest in deal trends, structures, pitfalls and opportunities in M&A, including the impact of COVID-19 and key takeaways for practitioners. The combination of a cutting-edge program with nationally recognized speakers, prestigious U.S. and international sponsors, networking opportunities, and much more, makes this an online event you won’t want to miss!

Event Schedule

Program is subject to change.

  • Time
    Credit
    Subject
    Speaker
  • Wednesday Morning
    Presiding Officer:
    In Live Webcast: Cookie F. Munson, SAM Holding Company, Inc. & Subsidiaries (SAM) - Austin, TX
  • 8:30 am
    Virtual Exhibit Hall Open
    Please take time to visit our sponsors and exhibitors in the Virtual Exhibit Hall.

  • 9:00 am
    Live Webcast Only
    Welcoming Remarks by Institute Co-Chairs

    Wilson Chu, McDermott Will & Emery LLP - Dallas, TX
    Larry E. Glasgow, Jackson Walker LLP - Dallas, TX

  • 9:15 am
    Live Webcast Only
    1.00 hr
    Lessons Learned from COVID-19...So Far
    COVID-19 has prompted dealmakers to shake-up their approaches to doing deals and fine-tune their transaction agreements. Hear from seasoned practitioners on how deals are getting done, important issues to spot and key clauses to include in deal documents to avoid pitfalls and give clients the edge.

    Moderator:
    Igor Kirman, Wachtell, Lipton, Rosen & Katz - New York, NY
    Panelists:
    Samantha Hale Crispin, Baker Botts L.L.P. - Dallas, TX
    Jenny Hochenberg, Cravath, Swaine & Moore LLP - New York, NY
    Robert B. Little, Gibson, Dunn & Crutcher LLP - Dallas, TX

  • 10:15 am
    Live Webcast Only
    Panel Transition

  • 10:30 am
    Live Webcast Only
    1.00 hr
    Opportunistic M&A: Key Considerations For Today's Distressed Deal
    With the fallout from the COVID-19 pandemic, the gyrating stock market, and unprecedented amounts of dry powder for financial sponsors, there is a unique opportunity for distressed M&A. Hear insights into dealmaking in the current environment, including an overview of types of distressed opportunities and practical tips for advising your sell-side and buy-side clients from both a legal and financial advisor perspective.

    Moderator:
    Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA
    Panelists:
    Christina Carroll, Stout - Los Angeles, CA
    Diego E. Gomez-Cornejo, McDermott Will & Emery - Dallas, TX
    Michael A. Saslaw, Vinson & Elkins LLP - Dallas, TX

  • 11:30 am
    Live Webcast Only
    Adjourn
    Attendees can visit live with Sponsors in our Virtual Exhibitor Hall (11:30 a.m. - 1:30 p.m.) or join one of two Networking Breakout Discussions (12:00 p.m. - 1:00 p.m.)

    Please take time to visit our sponsors and exhibitors in the Virtual Exhibit Hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services.

  • CONCURRENT BREAKOUTS

  • Live Webcast Only
    Optional Breakout Discussions
    Join fellow registrants and faculty for informal networking and discussions in key areas of M&A practice. Please select a Discussion Topic on the registration form to attend.

  • Discussion Breakout A: Technology M&A
  • 12:00 pm
    Live Webcast Only
    Technology M&A

    Moderator:
    Scott C. Craig, Wilson Sonsini Goodrich & Rosati, P.C. - Austin, TX

  • Discussion Breakout B: European M&A
  • 12:00 pm
    Live Webcast Only
    European M&A

    Moderator:
    Patrick Spicer, Matheson - Dublin, Ireland

  • 1:00 pm
    Live Webcast Only
    Discussion Groups Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Thursday Morning
    Presiding Officer:
    John Clifford, McMillan LLP - Toronto, ON
  • 8:30 am
    Virtual Exhibit Hall Open
    Please take time to visit our sponsors and exhibitors in the Virtual Exhibit Hall.

  • 9:00 am
    Live Webcast Only
    1.00 hr
    How Transactional Insurances Continue to Change the M&A Game
    RWI and other transactional insurances continue to re-define transaction risk allocation. Get an overview and the market terms for these insurances as well as how practitioners are using them to solve sticky transaction issues.

    Moderator:
    David Rex, Prophet Equity - Southlake, TX
    Panelists:
    Robert R. Kibby, Munsch Hardt Kopf & Harr, P.C. - Dallas, TX
    Christina A. Tate, Winston & Strawn LLP - Dallas, TX
    Andrew Zimmerman, Willis Towers Watson - New York, NY

  • 10:00 am
    Live Webcast Only
    Panel Transition

  • 10:15 am
    Live Webcast Only
    1.00 hr
    Dealmaking in a Distressed Energy Market, aka "It’s Déjà Vu All Over Again"
    The commodity cycle has turned again, and viciously this time. Bankruptcies and restructurings are plentiful, and transacting in this environment is challenging. Explore issues facing sellers in a distressed market, landmines for buyers to avoid and alternative structures that have emerged as a result of the stress & distress in energy markets.

    Moderator:
    J. Holt Foster III, Thompson & Knight LLP - Dallas, TX
    Panelists:
    Robert Teigman, Houlihan Lokey - Houston, TX
    Cliff W. Vrielink, Sidley Austin LLP - Houston, TX
    Sean T. Wheeler, Kirkland Ellis LLP - Houston, TX

  • 11:15 am
    Live Webcast Only
    Panel Transition

  • 11:30 am
    Live Webcast Only
    1.25 hrs
    M&A Cartoon Showcase
    With the aid of a humorous series of animated M&A negotiating cartoons, the panelists illustrate and comment on the often contentious battles between buyers and sellers in the negotiation of several key provisions in the definitive acquisition agreement. Among the controversial provisions highlighted are the “10b-5” representation, the "consequential damages" waiver and the “accuracy of representations” condition.

    Richard E. Climan, Hogan Lovells US LLP - Menlo Park, CA
    Joel I. Greenberg, Arnold & Porter Kaye Scholer LLP - New York, NY

  • 12:45 pm
    Live Webcast Only
    Adjourn
    Attendees can visit live with Sponsors in our Virtual Exhibitor Hall (12:45 p.m. - 2:45 p.m.) or join one of two Networking Breakout Discussions (1:15 p.m. - 2:15 p.m.)

    Please take time to visit our sponsors and exhibitors in the Virtual Exhibit Hall. You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services.

  • CONCURRENT BREAKOUTS

  • Live Webcast Only
    Optional Breakout Discussions
    Join fellow registrants and faculty for informal networking and discussions in key areas of M&A practice. Please select a Discussion Topic on the registration form to attend.

  • Discussion Breakout C: Women in M&A
  • 1:15 pm
    Live Webcast Only
    Women in M&A

    Moderators:
    Joanna Lin, McDermott Will & Emery - Dallas, TX
    Rita-Anne O'Neill, Sullivan & Cromwell LLP - Los Angeles, CA

  • Discussion Breakout D: Healthcare M&A
  • 1:15 pm
    Live Webcast Only
    Healthcare M&A

    Moderator:
    Alden S. Crow, Jackson Walker LLP - Dallas, TX

  • 2:15 pm
    Live Webcast Only
    Discussion Groups Adjourn

  • Time
    Credit
    Subject
    Speaker
  • Friday Morning
    Presiding Officer:
    In Live Webcast: Geoff Belsher, Blake, Cassels & Graydon LLP - New York, NY
  • 8:30 am
    Virtual Exhibit Hall Open
    Please take time to visit our sponsors and exhibitors in the Virtual Exhibit Hall.

  • 9:00 am
    Live Webcast Only
    1.00 hr
    Trending Topics in Indemnification in Uninsured M&A
    Risk allocation continues to be one of the most important and nuanced subjects in structuring private target M&A transactions. With a focus on uninsured deals, review recent trends and developments in the indemnification arena and learn what practitioners need to know today and tomorrow.

    Moderator:
    Mark S. Solomon, Katten Muchin Rosenman LLP - Dallas, TX
    Panelists:
    Craig Menden, Willkie Farr & Gallagher LLP - Palo Alto, CA
    Michael G. O'Bryan, Morrison & Foerster LLP - San Francisco, CA
    Jennifer T. Wisinski, Haynes and Boone, LLP - Dallas, TX

  • 10:00 am
    Live Webcast Only
    Panel Transition

  • 10:15 am
    Live Webcast Only
    1.00 hr
    Fraud Carveouts and Other Traps for the Conventional Thinker: A Conversation with Glenn West

    Moderator:
    Jessica C. Pearlman, K&L Gates LLP - Seattle, WA
    Panelist:
    Glenn D. West, Weil, Gotshal & Manges LLP - Dallas, TX

  • 11:15 am
    Live Webcast Only
    Adjourn
    Visit live with Sponsors in our Virtual Exhibitor Hall (11:15 a.m. - 1:15 p.m.) 

    You have the opportunity to meet with sponsors and exhibitors in our Zoom room to hear about their products and services.

Conference Faculty

Christina Carroll

Stout
Los Angeles, CA

Wilson Chu

McDermott Will & Emery LLP
Dallas, TX

Richard E. Climan

Hogan Lovells US LLP
Menlo Park, CA

Scott C. Craig

Wilson Sonsini Goodrich & Rosati, P.C.
Austin, TX

Samantha Hale Crispin

Baker Botts L.L.P.
Dallas, TX

Alden S. Crow

Jackson Walker LLP
Dallas, TX

J. Holt Foster III

Thompson & Knight LLP
Dallas, TX

Larry E. Glasgow

Jackson Walker LLP
Dallas, TX

Diego E. Gomez-Cornejo

McDermott Will & Emery
Dallas, TX

Joel I. Greenberg

Arnold & Porter Kaye Scholer LLP
New York, NY

Jenny Hochenberg

Cravath, Swaine & Moore LLP
New York, NY

Robert R. Kibby

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

Igor Kirman

Wachtell, Lipton, Rosen & Katz
New York, NY

Joanna Lin

McDermott Will & Emery
Dallas, TX

Robert B. Little

Gibson, Dunn & Crutcher LLP
Dallas, TX

Craig Menden

Willkie Farr & Gallagher 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

Michael A. Saslaw

Vinson & Elkins LLP
Dallas, TX

Mark S. Solomon

Katten Muchin Rosenman LLP
Dallas, TX

Patrick Spicer

Matheson
Dublin, Ireland

Christina A. Tate

Winston & Strawn LLP
Dallas, TX

Robert Teigman

Houlihan Lokey
Houston, TX

Cliff W. Vrielink

Sidley Austin LLP
Houston, TX

Glenn D. West

Weil, Gotshal & Manges LLP
Dallas, TX

Sean T. Wheeler

Kirkland Ellis LLP
Houston, TX

Jennifer T. Wisinski

Haynes and Boone, LLP
Dallas, TX

Andrew Zimmerman

Willis Towers Watson
New York, NY

Planning Committee

Wilson Chu—Co-Chair

McDermott Will & Emery LLP
Dallas, TX

Larry E. Glasgow—Co-Chair

Jackson Walker LLP
Dallas, TX

Joanna Jefferson—Director

The University of Texas School of Law
Austin, TX

Byron F. Egan

Jackson Walker LLP
Dallas, TX

J. Holt Foster III

Thompson & Knight 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

Cookie F. Munson

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

David Rex

Prophet Equity
Southlake, TX

Nina Tsai

AT&T
Dallas, TX

Cliff W. Vrielink

Sidley Austin LLP
Houston, TX

Jennifer T. Wisinski

Haynes and Boone, LLP
Dallas, TX

Credit Info

MCLE Credit
UT Law CLE will report credit to the State Bar of Texas on your behalf. If you are claiming credit in the last week of your birth month, self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Completion will be emailed to you upon claiming credit.
Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. Print and keep the Certificate of Completion for your records. A Certificate of Completion will be emailed to you upon claiming credit.
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.

New Jersey MCLE credit is based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim New York MCLE credit, New Jersey credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your credit directly to the Supreme Court of New Jersey Board on CLE.
As The University of Texas School of Law is a State Bar of California approved MCLE provider (#1944), and the State Bar of California is a New York Approved Jurisdiction, 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.

New York MCLE credit is based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim New York MCLE credit, New York credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your credit directly to the New York State CLE Board.
The University of Texas School of Law (Provider #169) live webcast presentations meet the requirements and are presumptively approved by the Oklahoma Bar Association for MCLE credit based on a 50-minute credit hour. This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Oklahoma MCLE credit, Oklahoma credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the webcast.
UT Law CLE is an approved provider of Pennsylvania credit, sponsor #236. Attorney attendance will be reported to Pennsylvania within 2 weeks of the webcast conclusion. Attorneys are not able to report this credit on their own, and UT Law CLE pays all associated fees for the credit hours. Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state to ensure it will qualify for self-reporting your credits.

To claim Other States MCLE credit, Other States credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you.

This accreditation requires attendance verification. UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion .

MCLE credit is presented based on a 60-minute credit hour.
Other Credit
The University of Texas School of Law (Provider #250) live webcast presentations meet the requirements and 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.

This accreditation requires attendance verification. In compliance with the rules, UT Law CLE monitors and records attendee responses to questions that randomly appear during the live webcast presentation. The response record is detailed on the Certificate of Completion.

To claim Texas Accounting CPE credit, the Texas Accounting CPE credit option must be selected PRIOR to viewing the live webcast. Upon claiming credit, a Certificate of Completion will be emailed to you. Self-report your CPE credit directly to the Texas State Board of Public Accountancy.

Contact Laura Tolin, ltolin@law.utexas.edu, if you have additional questions.

Key Dates

Live Webcast – Oct 7-9, 2020
Conference Concluded
Dallas - CANCELED – Oct 7-9, 2020 – The Ritz-Carlton
Conference Concluded
Buy
Live Webcast
Last day for Individual early registration: Oct 7, 2020

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Last day for In-House Counsel early registration: Oct 7, 2020

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Last day for Group (5 registrants minimum) early registration: Oct 7, 2020

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Last day for Group (10 registrants minimum) early registration: Oct 7, 2020

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Last day for cancellation (full refund): Oct 2, 2020

$50 processing fee applied after this date

Last day for cancellation: Oct 5, 2020

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