Rule 18A Applications


Course Date: February 10, 2005

Welcome and Introduction

Sven O. Milelli — McCarthy Tetrault LLP, Vancouver

Market Update

  • recent mergers and acquisitions statistics and trends
  • what sectors are most active? why?
  • importance of marketing to financial sponsors and strategics
  • key lessons learned in recent deals

Kathy Butler — Managing Director and Co-Head, Vancouver Investment Banking, CIBC World Markets Inc., Vancouver

Tax

  • key considerations
  • recent deal terms and trends

Bill S. Maclagan — Blake, Cassels & Graydon LLP, Vancouver

Chinese M&A and Joint Ventures

  • inbound M&A from China—overview
  • unique considerations
  • recent developments

Joyce Lee — McCarthy Tetrault LLP, Vancouver

Networking Break

Renewable Energy M&A

  • unique policy and regulatory considerations
  • key deal features and structures
  • recent deal activity and case studies

Ron Ezekiel — Fasken Martineau DuMoulin LLP, Vancouver
Caroline Findlay — Blake, Cassels & Graydon LLP, Vancouver

Lunch (on your own)

Indemnities

  • when are indemnification provisions necessary?
  • indemnity scope and limitations
  • negotiating an indemnity

David A. Allard — Lawson Lundell LLP, Vancouver
Jonathan W.J. McCullough — McCullough O’Connor Irwin LLP, Vancouver

Networking Break

M&A Deal Points

  • public M&A
    • recent developments in key deal points
    • application of the ABA study to our market
    • case study/war stories
  • private M&A
    • recent developments in key deal points
    • application of the ABA study to our market

John F. Anderson — Stikeman Elliott LLP, Vancouver
Paul L. Goldman — Goodmans LLP, Vancouver
Albert J. Hudec — Farris, Vaughan, Wills & Murphy LLP, Vancouver

Closing Questions and Comments