Jun 24, 2025
Discover the ultimate advantage for both the lead institution and participant institution, and learn how to mitigate risks to protect your interests. This is your chance to stay ahead of the competition and become an expert in Participation Agreements.
Tuesday, June 24th, 2025
11:00 am - 1:00 pm EST
This program covers the risks and rewards of loan participations to both the lead institution and the purchasing institution. Attendees will gain a thorough understanding of Participation Agreements. Get the inside scoop on how to avoid the dangers of lack of information and involvement in negotiations.
A participant’s checklist for a well-drafted Participation Agreement will be reviewed, and administration of the participated loan will be discussed. This will include items such as loan purchase options, loan administration issues, waivers, and conflicts of interest.
We will also cover the due diligence by the participant, access to information, and lack of involvement in negotiations. Don’t wait, enroll now and take your understanding to the next level!
Robin Russell has practiced law for 35 years and is licensed in Texas, New York, and Massachusetts, and has extensive experience in the energy sector, having been named to Oil and Gas Investor's 25 Influential Women in Energy in 2019. She is a fellow in the American College of Bankruptcy and of the American Law Institute. She combines a depth of experience in bankruptcy restructuring and litigation with financial transactions. She has represented corporate debtors, independent directors, liquidating trustees, bondholders, unsecured creditors' committees, bank groups, private equity funds, landlords, trade creditors, and bidders for estate assets in Chapter 11 and Chapter 7 bankruptcy proceedings. She has also represented banks, institutional lenders, and corporate borrowers in commercial loan transactions and debt restructurings.
Robin is the principal author of Thomson Reuters' Texas Practice Guides for both Creditors' Rights and Financial Transactions and the Texas Bankers Association's Texas Secured Lending Guide, Texas Problem Loan Guide, Texas Real Estate Lending Guide, and Texas Account Documentation Guide. She is a frequent speaker on banking, bankruptcy, and financial restructuring-related topics and has served as a Chapter 7 Trustee. Robin received her LL.M. in Banking Law from Boston University and her J.D. from Baylor University where she was Editor-in-Chief of the Baylor Law Review. She clerked for the Texas Supreme Court before beginning her legal career.
Who Should Attend?
This session is ideal for CRE lenders, commercial lenders, credit analysts, loan review specialists, special assets officers, lending managers, and credit officers. Support personnel involved in the administration of loan participations are also encouraged to attend.
$299.00 or 1 Token
Available Upgrades
Brooke McCormack
Education Meeting Coordinator
bmccormack@indiana.bank
317-387-9380