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Goodmans at the Canadian Institute’s Income Trusts and REITs Conference


Lawyer Robert Chadwick, Jon Northup, Stephen Pincus
Area REITs and Income Securities


The Canadian Institute’s National Summit on
Conversions, Mergers and Buyouts for Income Trusts and REITs
June 4 - 5, 2009
Toronto, Ontario

Conference Chair:  Stephen Pincus, Partner, Goodmans LLP

Thursday, June 4, 2009
9:00 am:  Making Strategic Decisions as an Income Trust

Speaker:  Rob Chadwick, Partner, Goodmans LLP

This session will cover:

  • Implementing a strategic review process
  • Understanding the legal framework for the conversion decision, including board duties and responsibilities
  • Exploring strategic alternatives available to income funds
  • Evaluating the conversion decision, and reviewing the key strategic factors including:
    • “Loss” of current tax effi ciency
    • Tax consequences for unitholders
    • Access to capital and liquidity
    • Acquisitions and growth strategy
  • Identifying the optimal legal and capital structure for your business
  • When to convert: costs and benefi ts of converting sooner or later
  • Remaining an income trust beyond 2011
  • Exploring special considerations in distressed situations

1:15 pm:  Case Studies: A Practical Overview of the Conversion Process

Speaker:  Jon Northup, Partner, Goodmans LLP

This session will cover:

  • Understating the conversion process and timeline
  • Exploring key issues and decision points
  • Comprehending tax structuring
  • Exploring securities law considerations
  • Managing communications with investors
  • Tips and traps for the unwary