The Intersection of Credit Analysis and Insolvency Law for Investors

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Single Ticket - $30
 

About the event

OVERVIEW

With increased speculation that the markets are nearing a peak, there is increased investor interest in improving their credit analysis to better predict insolvency events.  This event aims to navigate investors through the complex legal framework that governs insolvency law.  The speakers will discuss how the legal landscape in a given jurisdiction impacts credit analysis.  In particular, we will address how insolvency laws effect the recovery of principal in an insolvency situation.  Working through specific case studies, we will present how considering insolvency law while modeling stress situations will lead to more accurate investment analysis. 

At the end of this event investors will better be able to understand the credit metrics that can predict insolvency; understand the laws that govern insolvency; apply creditor rights during an event of default; understand investment priorities relative to other creditors and claimants; learn about the court system; and ultimately improve investment analysis and decision making.

 

TOPICS INCLUDE

 

  • Fundamental credit analysis
  • Insolvency law
  • Creditor priorities in bankruptcy
  • Probability of default and loss given default analysis
  • Understanding credit metrics that can predict insolvency

 

LEARNING OUTCOMES

  • Understanding of insolvency law
  • How the corporate structure impacts recovery
  • Understanding of creditor priorities in bankruptcy and recovery implications
  • Improved financial modeling
  • Improved investment analysis and decision making

 

SPEAKERS

Natasha MacParland 
Partner
Davies Ward Phillips & Vineberg

Natasha MacParland is a partner in the Corporate and Financial Restructuring & Insolvency practices at Davies Ward Phillips & Vineberg. She provides clients with smart solutions for their complex insolvency and restructuring challenges. 

Natasha is a skilled corporate/commercial lawyer with wide-ranging litigation experience and an emphasis on debt restructuring, bankruptcy and insolvency, corporate debtor/creditor rights enforcement, turnarounds, work-outs, and plans of arrangement under the Companies’ Creditors Arrangement Act. 

Clients regularly consult Natasha for strategic advice and risk analysis on deal structuring and lending. She has advised on many significant and ground-breaking restructurings and insolvencies.

 

Tim Gaumer, CFA
Director of Fundamental Research 
Thomson Reuters

Tim is the global Director of Fundamental Research at Thomson Reuters. He held the same position at StarMine, a company acquired by Thomson Reuters in 2008. With more than 20 years of experience conducting fundamental analysis, Tim is widely regarded as an expert helping fundamental investors apply StarMine's innovative quantitative research in their investment process. Tim previously worked at several buy-side firms, most recently at Transamerica Investment Management as an equity analyst and portfolio manager.

Tim holds the Chartered Financial Analyst designation, an undergraduate degree in Electrical Engineering and a graduate degree in Business Administration.

 

WHO SHOULD ATTEND

Fixed income investors, buy-side and sell-side fixed income analysts, legal professionals looking for a credit analysis tool

This event is aimed for Fixed income investors, Broker-Dealers, Treasury professionals.

 

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CFA Institute Activity
This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program

Other Information
Eligible for 1 CFA Institute CE credit hours
May be eligible for CE credits to maintain CFP® certification


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When & Where
May 25
25th May 2017
12:00 PM - 01:30 PM
Toronto, ON
2017-05-25 12:00 PM 2017-05-25 01:30 PM America/New_York The Intersection of Credit Analysis and Insolvency Law for Investors 333 Bay Street Toronto, ON, Canada M5H 2R2


Thomson Reuters Customer Centre


Thomson Reuters Customer Centre 333 Bay Street, 29th Floor Toronto, ON