Upcoming Conferences

ASSET BASED LENDING SYMPOSIUM
September 20th - 21st, 2004
The New York Helmsley Hotel, NYC
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Financial Research Associates is pleased to present the inaugural Asset Based Lending Symposium. Join leading industry experts to participate in timely roundtable discussions and gain insight into areas that will enhance your business. Learn more about:

• The latest ABL market trends, how various niches and sectors are performing and the outlook for 2005
• The increased role of ABL financing in buyouts
• Employer and employee perspectives on employment trends in the commercial finance market and were the talent is heading
• Real examples of failed relationships and the problems that arise in factoring/asset based lending
• Inter-creditor issues that arise structuring junior debt
• The latest trends and issues in DIP financing
• What makes the healthcare industry unique for ABL?

Michael W. Ullman will be speaking on the following:

A. DUE DILIGENCE CONSIDERATIONS GENERALLY APPLICABLE TO ALL FORMS OF FACTORING:

• Gaining knowledge about your factoring client's business indcoluding a step-by-steop understanding of how the factoring client produces, ships and delivers goods and services
• Determining the impact of Articles 2 of the UCC on the "deal" your factoring client reaches with its customers. How does Article 2 drastically change the terms of the agreement without your knowledge?
• Establishing due diligence procedures to evaluate the factoring client's contract compliance
• Ascertaining the method and type of verification of accounts you will expect to receive.

B. FAILED FACTORING RELATIONSHIPS AND THE RELATIONSHIP TO DUE DILIGENCE:

• A trucking company factoring debacle
• A jewelry wholesale factoring debacle
• A non-federal government agency's regulations, how they impacted the factor's notice of assignment and the subsequent factoring debacle

Michael Ullman, Principal
ULLMAN & ULLMAN, P.A.

Join industry leaders and fellow colleagues at this event, designed to keep you ahead of the trends and the competition in the ABL market.

Our Distinguished Speaking Faculty:

Mark Sunshine, FIRST CAPITAL CORPORATION

Mathew Pechinsky, WESTWOOD CAPITAL, LLC

Andrea Petro, WELLS FARGO FOOTHILL, INC.

Ellen Ferri, FIRST CAPITAL CORPORATION

Todd Witmer, BANC ONE CAPITAL MARKETS, INC.

Allan D. Allweiss, BANK OF AMERICA BUSINESS CAPITAL

Chris Black, WABASH NATIONAL

Christine Kelly, WILLIAM BLAIR & COMPANY

Philip Coffin, COFFIN & ASSOCIATES

Tim Knight, SBR INC.

Craige Wilds, GE COMMERICIAL FINANCE

Shane Cox, SOVEREIGN BANK

Michael Ullman, ULLMAN & ULLMAN, P.A.

Robert W. Richards, CIT RETAIL FINANCE

Thomas J. Steiglehner, SILVER POINT CAPITAL

Kevin P. Genda, CERBERUS CAPITAL MANAGEMENT

Andy Gronik, ACCUVAL ASSOCIATES, INC.

Robert D. Lynch, HEALTHCARE FINANCE GROUP

James Craig, HEALTHCARE FINANCE GROUP

Judith Eisen, GARFUNKEL, WILD, & TRAVIS P.C.

Deborah Midanek, GLASS & ASSOCIATES, INC.

Seth R. Freeman, CIRA, EM CAPITAL, INC. / FREEMAN PARTNERS

Lawrence Klaff, GB PALLADIN CAPTIAL, LLC

Mark Bohntinsky, CIT

Daniel Alpert, WESTWOOD CAPITAL, LLC

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for individual advice regarding your own situation.

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