Previous Events & CLE Programs
April 8, 2008
Committee Meeting
CMBS Market: How We Got Here

Lawrence E. Uchill, DLA Piper US LLP, will give a presentation on Commercial Mortgage-Backed Securities, focusing on the history of the CMBS market and the market's current state of play. This program on the CMBS market will provide an overview for novice real estate finance lawyers and welcome insights for seasoned practitioners.
February 12, 2008
Committee Meeting
What to Think About Before Defeasing

Jodi Eppler of Chatham Financial Corporation will provide in-depth instruction on defeasance, including documentation, how the defeasance closing process fits within the sale/refinance of mortgaged property and a discussion of industry trends that impact the defeasance process.
January 30, 2008
Committee Meeting
Interest Rate Hedging Issues and Strategies

Join Matt Kephart, Chatham Financial, for an overview of the basic strategies and Over-the-Counter derivative products commonly used to hedge exposure to interest rate risk. The focus of the discussion will be on the use of these products by commercial real estate borrowers, with emphasis on ISDA documentation and credit requirements.
December 11, 2007
Committee Meeting
Overview of Transaction Enhancement Insurance

Alexander E. Fisher, International Amalgamated Group, Inc., will discuss various insurance products that real estate lenders and borrowers may use to fill "holes" created by deficiencies in underlying leases or transaction structures in order to maximize and complete the financing of real estate projects. This program will familiarize real estate lawyers at all levels with unique products to benefit their clients in financing transactions.

Mr. Fisher is President of International Amalgamated Group, Inc., which develops transaction enhancements for the real estate industry, and Chairman and CEO of Fisher Harris Shapiro, Inc., which offers a wide range of consulting and risk management services to business and real estate owners, lenders and insurance brokers.
November 13, 2007
Committee Meeting
Zoning & Permitting Opinions

Robert A. Fishman, partner at Nutter McClennen & Fish LLP and chair of its Land Use Practice Group, will discuss Zoning and Permitting Legal Opinions in financing transactions. In Massachusetts, these opinions are typically required by lenders as a condition to funding construction loans. Mr. Fishman will give an overview of zoning and permitting opinions and provide practice tips for your next transaction.
October 9, 2007
Committee Meeting
Nuts & Bolts of ALTA Surveys
Michael Feldman, President of Harry R. Feldman, Inc., will lead a presentation on the basics of ALTA/ACSM Land Title Surveys. Mr. Feldman will provide survey examples and review the ALTA/ACSM requirements and the Table A options. This program will jump-start the novice real estate lawyer's survey reviews and provide welcome refresher course for the seasoned practitioner.
April 10, 2007
Committee Meeting
Survey Technology: Old to New

Michael Feldman and Elliott Paturzo of Harry R. Feldman, Inc. will discuss survey technology and will give a demonstration of the latest 3D laser scanning equipment.
March 13, 2007
Committee Meeting
Title and Recording Issues Involving Registered Land
Ed Williams, Chief Title Examiner of the Land Court, will discuss title and recording issues involving registered land.
February 13, 2007
Committee Meeting
Recent Developments in Environmental Insurance

Ed Greene and David Young, counsel for The IMA Financial Group, Inc., will discuss the recent developments in environmental insurance.
January 9, 2007
Committee Meeting
Real Estate Finance Market Update

Jay Donaldson and Michael Surprenant of Potomac Realty Capital will provide a snapshot of what lenders are doing in today’s real estate lending market. Potomac Realty Capital is a specialty real estate finance company focused on structured financial solutions and permanent real estate loans for all commercial property types.
December 12, 2006
Committee Meeting
How Lenders Underwrite Commercial Real Estate Loans

Lisa M. Greeley, Senior Vice President at Bank of America, will give an insider's view of how lenders evaluate potential deals and "hot button" issues when negotiating term sheets with borrowers.
November 14, 2006
Committee Meeting
AIA Form Construction Contract

Bruce Tribush of Goodwin Procter LLP will review the AIA Form Construction Contract in the context of a real estate construction loan.
October 10, 2006
Committee Meeting
Construction Loan Agreements

Co-Chairs Frank De Vito of DLA Piper US LLP and Andrew Royce of Sherin and Lodgen LLP will present an overview of Construction Loan Agreements for the beginning practitioner.
September 12, 2006
Committee Meeting
The 2006 ALTA Title Policy - What You Need To Know

Marie L. Franco, National Underwriting Counsel of Stewart Title Guaranty Company, will discuss the new commercial title insurance policy forms and endorsements adopted by the ALTA Board of Governors in June 2006.
April 11, 2006
Committee Meeting
ALTA Surveys

Michael Feldman and Karl McCarthy, both of Harry R. Feldman, Inc., will join us to discuss ALTA Surveys.
March 14, 2006
Committee Meeting
New Markets Tax Credits - Challenges in Structuring Loans and Investments

Laura Canter, Executive Vice President of Finance at Massachusetts Development Finance Agency, and Kurt A. James, Partner at Sherin and Lodgen LLP, will be the speakers
February 14, 2006
Committee Meeting
Tenant In Common (“TIC”) Transactions

Joseph E. Ladocsi, Sullivan & Worcester LLP, will cover the basics of Tenant In Common (“TIC”) transactions from what they are to how they are structured.

TIC transactions represent a relatively new product in the real estate industry. Among their other advantages, TICs provide an attractive alternative to serve as “replacement property” in like-kind exchanges. As they become more prevalent, all real estate lawyers will need to familiarize themselves with how TICs work.

We hope you join us for this informative discussion.
December 13, 2005
Committee Meeting
Environmental Insurance
Edmund A. Greene II, an environmental specialist with IMA of Colorado, Inc., will present an overview of environmental insurance in the context of commercial real estate financings.

November 8, 2005
Committee Meeting
Real Estate Basics
Andrew Royce, Partner at Sherin & Lodgen LLP and John M. Steiner, Partner at Sullivan & Worcester LLP will continue their discussion of basic real estate finance documents . The presentation will focus on the assignment of leases and rents, guaranty, and environmental indemnity.

September 12, 2005
Committee Meeting
Join us on September 13th to learn about the Real Estate Finance Committee, meet your colleagues and provide input on the upcoming program year. We will be discussing topics for brownbag lunches, special projects and initiatives, and our CLE program for this year. If you’re a member of the Committee or are interested in the Committee please join us.

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