Practising Law Institute
Practising Law Institute, 1177 6th Ave, New York, NY 10036, USA

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Event Date Tue Jan 18 EST - Wed Jan 19 EST (7 days ago)
Location Practising Law Institute
1177 6th Ave, New York, NY 10036, USA
Region Americas

Why You Should Attend

Designed for attorneys who are looking for an in-depth introduction to financial products, this two-day program lays the ground work with financial product fundamentals, and then dives into each kind of financial product clients are most frequently engaging in. Experienced financial services attorneys will introduce the varying kinds of financial products, their individual structures and uses, and the impacts of recent regulatory and legislative developments.

This comprehensive program is especially helpful for those needing a primer on dealing with the more common financial investment products in the marketplace today. In addition to exploring individual financial products, there will be an in-depth assessment of what ESG priorities will look like in 2022. Analyze how the events of 2021, the evolution of social priorities, and governance transparency have impacted investment mandates. Round out your understanding of financial products with an overview of what legal ethics issues attorneys should anticipate in the current environment of working remotely and appearing virtually.

What You Will Learn?
• What are the newest financial products?
• Introduction to distribution ledgers, cryptocurrencies, and tokens.
• What are the basic economics of derivatives, and how are they documented?
• Overview of Private Equity, Venture Capital, and Secondary Funds.
• Discuss the evolution of ESG and what it will look like in 2022.
• What has been the impact of the COVID-19 pandemic on the market?
• Discussion of legal ethics rules commonly in play when working on client matter within the financial services industry.
• What are the legal ethics rules that come into play when working remotely and virtually?

Special Feature:
• Earn Ethics credit

Who Should Attend?
Attorneys at all levels who are involved in securities, corporate, banking and finance, and insurance law. Other professionals in banking and finance will find this program valuable as well.


2022 Speakers


GuyLaine Charles
Founder, Charles Law PLLC


Vadim Avdeychik
Of Counsel, Corporate Department, Paul Hastings LLP

Amélie Baudot
Chief Strategy and Legal Officer, Global Innovation Fund

Anne E. Beaumont
Partner, Friedman Kaplan Seiler & Adelman LLP

Bruce C. Bennett
Partner, Covington & Burling LLP

Tamika P. Bent
Senior U.S. Associate, Linklaters LLP

Theresa Brunsman
Vice President, Associate General Counsel, Nuveen, LLC

Gopal M. Burgher
Partner, BurgherGray LLP

Jennifer S. Choi
Chief Counsel, ICI Global

Yves Denizé
Senior Managing Director & Division General Counsel, Nuveen, LLC

Sarah A.W. Fitts
Partner, Schiff Hardin LLP

Gina-Gail S. Fletcher
Professor of Law , Duke University School of Law

Jason P. Gottlieb
Partner, Chair of White Collar and Regulatory Enforcement Group, Morrison Cohen LLP

Rick Grove
CEO, Rutter Associates, LLC

Jennifer W. Han
Chief Counsel & Head of Regulatory Affairs, Managed Funds Association

Renata Holt
Legal Counsel, Credit Suisse Securities (USA) LLC

Tatyana L. Kleyman
Counsel, Jane Street Capital LLC

Jamie Kocis
Partner, Kramer Levin Naftalis & Frankel LLP

Allison Lurton
General Counsel and Chief Legal Officer, FIA, Inc.

Yanire Martes
Head of Legal, Americas, OANDA

John M. Mbiti
Director and Counsel, Credit Suisse Asset Management

Duane M. Morikawa
Senior Vice President, Senior Counsel, Mitsubishi UFJ Trust and Banking Corporation

Michael C. Neus
Fellow - Private Funds Branch, Investment Adviser Regulation Office, Division of Investment Management - U.S. Securities and Exchange Commission

Anthony Nolan
Partner, K&L Gates LLP

Roxane T. Picard
Legal Counsel, Virtu Financial

Rebecca Rettig
General Counsel, Aave

Julie M. Riewe
Partner, Debevoise & Plimpton LLP

Joshua Riezman
Assistant General Counsel, Circle Internet Financial Limited

Ellen M. Wheeler
Partner, Foley & Lardner LLP

Cathy Yoon
General Counsel, INX Limited