 | Goodmans at the Canadian Institute’s Income Trusts and REITs Conference |
June-4-2009
| Lawyer | Robert Chadwick, Jon Northup, Stephen Pincus |
| Area | REITs and Income Securities |
Details
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
