Complex Real Estate Financial Transactions: Review of Corporate Considerations on the Closing Checklist
Now on Demand: Now on Demand: The session highlighted key factors for the closing checklist in complex real estate transactions.
Webinar Details
Our webinar will guide you through a standard closing checklist that contains some of the deliverables that must be met as conditions precedent to closing a real estate transaction. This will include an overview of Single Purpose Entities and Bankruptcy Remote Entities, benefits of Delaware LLCs as a favorable entity type for these transactions, important considerations when an Independent Manager is required by lenders, and how to streamline the appointment of a process agent in your financing agreements. We’ll help you take advantage of this opportunity so you can broaden your knowledge and enhance your ability to manage complex real estate financial deals effectively.
Learning Objectives:
- Important considerations when appointing an Independent Manager and Process Agent for your SPE.
- Single Purpose Entities and Bankruptcy Remote Entities
- Why Delaware is often the preferred jurisdiction
- Formation and foreign registration requirements for Single Purpose Entities (SPEs)
- Series LLCs
Meet the Hosts
Pia Angelikis, Esq.
Pia Angelikis, Esq., is the Vice President of Government Relations and Legal Research at Cogency Global Inc. She has over 20 years of experience with premiere service companies in the UCC and corporate services industry, managing large teams of expert lawyers and paralegals conducting legal research for public filing requirements for multistate mergers, conversions and acquisitions, tracking and analyzing UCC Article 9 and business entity legislation in all 50 states and the District of Columbia, and providing thought leadership. Prior to her career in the UCC and corporate services industry, Ms. Angelikis litigated for 5 years in the areas of insurance defense and employment law. She wrote the winning brief resulting in the 9th Circuit published opinion, In re Complaint of Ross Island Sand & Gravel, 226 F.3d 1015 (9th Cir. 2000). Ms. Angelikis holds a JD from the University of California, Hastings College of the Law and is licensed to practice law in California.
Colleen De Vries
Colleen A. De Vries is a Senior Vice President of Product Management at Cogency Global, a leading provider of regulatory corporate compliance, representation, secured transaction and lending due diligence solutions. Her responsibilities at Cogency include managing and training corporate service professionals, managing client relationships and implementing strategic service initiatives based on changing statutory and filing office requirements. She also collaborates between client and company with cross-functional partners to enhance Entity Central®, Cogency’s entity management system, and oversees domestic and international process agent services, independent manager services and US company secretary services.
Ms. De Vries has developed and delivered numerous presentations to attorneys and legal assistants on topics including the lifecycle of companies and related governance, state compliance requirements and select transactional considerations. She has provided in-house training at many law firms and has also been a featured speaker on general corporate topics at the American Management Association. Ms. De Vries has been a panelist at the Delaware Trust Conference, sponsored by the Delaware Bankers Association, on multiple occasions. She serves as an independent director/manager of special purpose entities in a variety of structured finance and real estate transactions. She also regularly contributes articles to Cogency’s Corporate Transactions and Compliance Blog.
Ms. De Vries is currently a member of the Society for Corporate Governance. She holds a bachelor’s degree in political science from Muhlenberg College in Allentown, Pennsylvania.
Teri Mayor
Teri M. Mayor is the Vice President of Product Management for Business Entity Services at Cogency Global Inc. Ms. Mayor’s responsibilities include development and marketing of corporate transactional services, such as entity filings, document retrieval and authentication/legalization of documents for use internationally. Her work includes the development of new services and technology, providing training to clients and staff and acting as a resource in the areas she manages. Ms. Mayor has developed and delivered numerous public and in-house seminars on topics related to corporate and entity services. She also regularly contributes articles to Cogency Global’s Corporate Transactions and Compliance Blog.
Pia Angelikis, Esq.
Pia Angelikis, Esq., is the Vice President of Government Relations and Legal Research at Cogency Global Inc. She has over 20 years of experience with premiere service companies in the UCC and corporate services industry, managing large teams of expert lawyers and paralegals conducting legal research for public filing requirements for multistate mergers, conversions and acquisitions, tracking and analyzing UCC Article 9 and business entity legislation in all 50 states and the District of Columbia, and providing thought leadership. Prior to her career in the UCC and corporate services industry, Ms. Angelikis litigated for 5 years in the areas of insurance defense and employment law. She wrote the winning brief resulting in the 9th Circuit published opinion, In re Complaint of Ross Island Sand & Gravel, 226 F.3d 1015 (9th Cir. 2000). Ms. Angelikis holds a JD from the University of California, Hastings College of the Law and is licensed to practice law in California.
Colleen De Vries
Colleen A. De Vries is a Senior Vice President of Product Management at Cogency Global, a leading provider of regulatory corporate compliance, representation, secured transaction and lending due diligence solutions. Her responsibilities at Cogency include managing and training corporate service professionals, managing client relationships and implementing strategic service initiatives based on changing statutory and filing office requirements. She also collaborates between client and company with cross-functional partners to enhance Entity Central®, Cogency’s entity management system, and oversees domestic and international process agent services, independent manager services and US company secretary services.
Ms. De Vries has developed and delivered numerous presentations to attorneys and legal assistants on topics including the lifecycle of companies and related governance, state compliance requirements and select transactional considerations. She has provided in-house training at many law firms and has also been a featured speaker on general corporate topics at the American Management Association. Ms. De Vries has been a panelist at the Delaware Trust Conference, sponsored by the Delaware Bankers Association, on multiple occasions. She serves as an independent director/manager of special purpose entities in a variety of structured finance and real estate transactions. She also regularly contributes articles to Cogency’s Corporate Transactions and Compliance Blog.
Ms. De Vries is currently a member of the Society for Corporate Governance. She holds a bachelor’s degree in political science from Muhlenberg College in Allentown, Pennsylvania.
Teri Mayor
Teri M. Mayor is the Vice President of Product Management for Business Entity Services at Cogency Global Inc. Ms. Mayor’s responsibilities include development and marketing of corporate transactional services, such as entity filings, document retrieval and authentication/legalization of documents for use internationally. Her work includes the development of new services and technology, providing training to clients and staff and acting as a resource in the areas she manages. Ms. Mayor has developed and delivered numerous public and in-house seminars on topics related to corporate and entity services. She also regularly contributes articles to Cogency Global’s Corporate Transactions and Compliance Blog.
FAQs
Is there a fee to attend this webinar?
There is no fee to attend our webinars, but advance registration is required