Podcasts about barnes thornburg llp

Recorded December 15th 2022   The SEC has recently made a number of changes and/or proposals around the marketing of performance reporting, due diligence on outsourcing for registered investment advisors, private funds and ESG.  Kerry Potter McCormick, a partner at Indianapolis-based law firm Barnes & Thornburg, helps us understand the evolving regulatory landscape for investment firms and the implications for investment professionals. Kerry's Book Recommendation – The Caesars Palace Coup: How a Billionaire Brawl Over the Famous Casino Exposed the Power and Greed of Wall Street Guest BioKerry Potter McCormick, a partner at Barnes & Thornburg LLP, represents investment advisers and fund sponsors in connection with the launch and ongoing operations of various investment products and structures, including private funds, managed accounts, funds-of-one, and co-investment products. Kerry advises investment advisers (including those registered with the SEC and those exempt from such registration) with respect to ongoing regulatory compliance and services clients across a broad range of strategies, including private equity, hedge, credit, real estate, and funds-of-funds. She represents advisers throughout a product's life cycle, from negotiating with seed and other early investors in start-up managers to fund restructurings and wind-downs. She also represents institutional investors, pension plans, foundations, family offices and high net worth individuals with respect to their investments with such advisers. Kerry is a Member of the New York City Bar Association Private Investment Funds Committee, and also serves as the Chairwoman of the ESG Task Force for Women in Funds. SEC Linkshttps://www.sec.gov/regulatory-actions/how-to-submit-comments https://www.sec.gov/comments/s7-14-19/s71419.htm https://www.sec.gov/rules/proposed.shtml https://www.sec.gov/rules/final.htm Helpful Links from Barnes & Thornburghttps://btlaw.com/people/kerry-potter-mccormick https://btlaw.com/en/insights/alerts/2022/compliance-date-approaching-for-new-marketing-rule-for-investment-advisers https://btlaw.com/insights/alerts/2022/proposed-sec-rule-would-expand-private-fund-compliance-obligations-investor-protections https://btlaw.com/en/insights/alerts/2022/sec-proposes-new-rule-with-respect-to-outsourcing-by-investment-advisers Want to get Barnes & Thornburg alerts regularly?  Sign up here: https://insights.btlaw.com/34/967/landing-pages/dedicated-subscribe.asp Link to the Economist chart Austin referenced regarding the correlation of testosterone and face-width to investment performance https://www.economist.com/graphic-detail/2018/02/20/are-alpha-males-worse-investors   Who are the hosts?Austin Crites, CFA: Austin is a past-president and current committee member of CFA Society Indianapolis. Professionally, he is the Chief Investment Officer at Aurora Financial Strategies where he manages US-focused, all-cap, style-agnostic equity strategies as the core of client portfolios. Austin is a 2008 graduate of Marian University in Indianapolis where he is now an adjunct professor in the Byrum School of Business. Matt Henry, CFA: Matt is a Senior Investment Officer at STAR Wealth Management. He is also a Past President and a director of CFA Society Indianapolis. When he's not managing porfolios, Matt teaches Finance 300 at Ball State University. He enjoys air conditioning, wi-fi, and the conveniences of indoor living.  

In this Topical Tuesday's episode, I spoke with David Hill, who is a real estate focused attorney and a partner at Barnes & Thornburg. During his career, he has served as counsel in hundreds of real estate, lending and workout transactions and matters, and is particularly experienced in the negotiation and closing of transactions for multifamily, office, retail, and health care clients. Be sure to tune in if you're interested in learning about: What the main buckets of due diligence are and what to look for in each Examples of where he's seen operators miss items in due diligence and the subsequent impact Contracting best practices to manage and mitigate risk What sophisticated sponsors do during due diligence that newer operators might miss To your success, Tyler Lyons Resources mentioned in the podcast: 1. Barnes & Thornburg LLP 2. His Email 3. LinkedIn Interested in investing in ATMs? Check out our webinar.   Please note that investing in private placement securities entails a high degree of risk, including illiquidity of the investment and loss of principal. Please refer to the subscription agreement for a discussion of risk factors. Tired of scrambling for capital?  Check out our new FREE webinar -  How to Ensure You Never Scramble for Capital Again (The 3 Capital-Raising Secrets). Click Here to register.   CFC Podcast Facebook Group

This week we're replaying a classic episode where your hosts Steve Lowry and Yvonne Godfrey interview Victor Vital of Barnes & Thornburg LLP (https://btlaw.com/)   Remember to rate and review GTP in iTunes: Click Here To Rate and Review   Episode Details: Texas Lawyer Verdicts Hall of Fame inductee Victor Vital, a partner at Barnes & Thornburg LLP, shares how he secured a take-nothing defense verdict in a business fraud claim against his clients, CAT Seattle and Ascend Health Corporation. Both companies countersued Jim Graham, a Dallas oil magnate, and his company, Duffy, for illegally wiretapping a conversation that resulted in a $2 million purchase agreement. Jim Graham secretly and without consent recorded a critical conversation with a "spy pen" during business negotiations. A Dallas County, Texas jury sided with Victor's clients regarding the wiretapping claim, resulting in the recovery of attorneys' fees.      Click Here to Read/Download the Complete Trial Documents   Guest Bio: Victor Vital Victor's trial experience ranges from patent litigation, unfair competition, contract disputes, business tort cases, and high net worth divorce cases to trade secret and non-compete litigation, real estate disputes, products liability matters, catastrophic injury and death cases, consumer fraud matters, and white-collar criminal matters. Because of his broad trial experience, clients and lawyers turn to Victor regardless of subject matter when they need a trial lawyer for their important cases. Beyond his trial experience, Victor has successfully resolved through settlement and dismissal all types of complex civil litigation matters. Moreover, Victor has secured favorable plea deals and indictment declinations in a range of white-collar criminal matters, including wire fraud and mail fraud, tax evasion, securities fraud, Ponzi cases, and money laundering. Notably, Victor was inducted into the Texas Lawyer Verdicts Hall of Fame for securing a No. 1 verdict -- the largest employment verdict in Texas in 2012 – for a corporate plaintiff in a complicated noncompete/trade secrets matter. In 2016, Victor secured the largest (No. 1) verdict in the fraud category in the Texas Lawyer Top Texas Verdicts & Settlements of 2016, with a jury verdict of nearly $34 million (including $16 million in punitive damages) in a partnership dispute involving claims of fraud and breach of fiduciary duty. This top 2016 jury verdict also made the National Law Journal Top 100 list. Victor is often brought onboard on the eve of trial – in the final months or weeks leading up to trial – because of his deep trial experience. Moreover, Victor is a prolific author and invited lecturer/educator on trial issues. He also teaches trial practice techniques and provides commentary on major trials and cases in the media. Victor previously served as a partner in national and international law firms and has prosecuted cases in a prominent district attorney's office. Read Full Bio Show Sponsors: Legal Technology Services - LegalTechService.com Digital Law Marketing - DigitalLawMarketing.com Harris Lowry Manton LLP - hlmlawfirm.com   Free Resources: Stages Of A Jury Trial - Part 1 Stages Of A Jury Trial - Part 2

This week, your hosts Steve Lowry and Yvonne Godfrey interview Victor Vital of Barnes & Thornburg LLP (https://btlaw.com/)   Remember to rate and review GTP in iTunes: Click Here To Rate and Review   Episode Details: Texas Lawyer Verdicts Hall of Fame inductee Victor Vital, a partner at Barnes & Thornburg LLP, shares how he secured a take nothing defense verdict in a business fraud claim against his clients, CAT Seattle and Ascend Health Corporation. Both companies countersued Jim Graham, a Dallas oil magnate, and his company, Duffy, for illegally wiretapping a conversation that resulted in a $2 million purchase agreement. Jim Graham secretly and without consent recorded a critical conversation with a "spy pen" during business negotiations. A Dallas County, Texas jury sided with Victor's clients regarding the wiretapping claim, resulting in the recovery of attorneys' fees.      Click Here to Read/Download the Complete Trial Documents   Guest Bio: Victor Vital Victor's trial experience ranges from patent litigation, unfair competition, contract disputes, business tort cases, and high net worth divorce cases to trade secret and non-compete litigation, real estate disputes, products liability matters, catastrophic injury and death cases, consumer fraud matters, and white-collar criminal matters. Because of his broad trial experience, clients and lawyers turn to Victor regardless of subject matter when they need a trial lawyer for their important cases. Beyond his trial experience, Victor has successfully resolved through settlement and dismissal all types of complex civil litigation matters. Moreover, Victor has secured favorable plea deals and indictment declinations in a range of white-collar criminal matters, including wire fraud and mail fraud, tax evasion, securities fraud, Ponzi cases, and money laundering.   Notably, Victor was inducted into the Texas Lawyer Verdicts Hall of Fame for securing a No. 1 verdict -- the largest employment verdict in Texas in 2012 – for a corporate plaintiff in a complicated noncompete/trade secrets matter. In 2016, Victor secured the largest (No. 1) verdict in the fraud category in the Texas Lawyer Top Texas Verdicts & Settlements of 2016, with a jury verdict of nearly $34 million (including $16 million in punitive damages) in a partnership dispute involving claims of fraud and breach of fiduciary duty. This top 2016 jury verdict also made the National Law Journal Top 100 list.   Victor is often brought onboard on the eve of trial – in the final months or weeks leading up to trial – because of his deep trial experience. Moreover, Victor is a prolific author and invited lecturer/educator on trial issues. He also teaches trial practice techniques and provides commentary on major trials and cases in the media.   Victor previously served as a partner in national and international law firms and has prosecuted cases in a prominent district attorney's office. Read Full Bio Show Sponsors: Legal Technology Services - LTSatlanta.com Digital Law Marketing - DigitalLawMarketing.com Harris, Lowry, and Manton - hlmlawfirm.com   Free Resources: Stages Of A Jury Trial - Part 1  Stages Of A Jury Trial - Part 2

A returning guest, David Ritter is a partner in the Chicago office of Barnes & Thornburg LLP. He is a member of the firm's Labor & Employment Law Department and a co-chair of the Logistics and Transportation Practice Group. Earning his J.D. cum laude from Case Western Reserve University Law School, Mr. Ritter has 30 years of experience representing public and private companies. He routinely represents high-level executives on issues related to employment, separation agreements, and restrictive covenants.

When it comes to Finding the Money for your purchase of a home or investment property, Seller Financing can help you avoid traditional lenders while setting terms that work for both the buyer and seller. From a seller's standpoint, seller financing can help you maintain a steady income, while spreading out the tax consequences of a sale. But with the passage of the Dodd-Frank Consumer Protection Act, a lot of investors are unsure whether Seller Financing is still a viable strategy. Luckily, the RPOA held, and recorded, an expert panel at it's annual conference where we discussed how Seller Financing works, the legalities to be aware of, and how to do it right.  Here are the experts you will hear from: David Hill, a Real Estate Attorney with Barnes & Thornburg LLP.  His specialties are Real Estate and Finance Law.  David was also a guest on the podcast – episode #12 Justin Workman, a Residential Redevelopment Specialist, landlord, investor and home buyer.  His company is Work’n It Properties LLC, and Justin has experience with various types of seller financing.  Justin was also a guest on the podcast – episode #3, 51 & 67 Javier Rodriguez, a real estate broker at Lake Michigan Realty Management who has sold over 500 properties in Kent County.  He’s also a former loan originator with experience providing his clients with seller financing options. Steve Whitteberry has 10 years experience as a real estate investor in West Michigan.  He’s done fix & flips, buy/repair & holds, and he’s purchased properties using seller financing and has sold four properties using Seller Financing out of his Self-Directed IRA.  Steve has been on the podcast several times, Ep #19 & 20 There is a lot of great information packed into this episode that I know you're going to enjoy and profit from.  Please take a moment to go to itunes to give us a five-star rating and review.  

David Ritter is a partner in the Chicago office of Barnes & Thornburg LLP. He is a member of the firm's Labor & Employment Law Department and a co-chair of the Logistics and Transportation Practice Group. Earning his J.D. cum laude from Case Western Reserve University Law School, Mr. Ritter has nearly 30 years of experience representing public and private companies. He routinely represents high-level executives on issues related to employment, separation agreements, and restrictive covenants.

Immigration Issues for Foreign-Born Pharmacy Students & Hiring Managers: A Conversation with Dr. Jeff Papa   Dr. Erin L. Albert talks with Dr. Jeff Papa about immigration issues and the pharmacist professional desiring to work within the United States.    Show Notes: Dr. Jeff Papa:   About Dr. Papa Jeff Papa is a partner in the Indianapolis office of Barnes & Thornburg LLP and is a member of the Labor and Employment Law Department. Mr. Papa focuses his practice on immigration matters. He counsels clients on a number of issues, including nonimmigrant status and visa issues, permanent residency and citizenship matters, as well as on higher education and government affairs issues. Mr. Papa provided immigration law services to Barnes & Thornburg clients f

This episode is a recording of the second panel of the day entitled Ethics and Working in a Diverse World. The panel was chaired by Bob Grand, Wabash College class of 1978 and Managing Partner of Barnes Thornburg LLP, and consisted of Leon Botstein, President of Bard College; Bobby Schnadel, Dean of the School of Informatics and Computing at Indiana University; David N. Shane, Wabash College class of 1970 & retired CEO of LDI, Ltd., LLC. The panel discussion centered around the question: How did each panelist benefit from the liberal arts for developing a deeper sense of ethics and the capacty to work effectively in a diverse world, and how would each change liberal arts education to make it more effective? (Episode 34)