Practice Areas
Honors + Affiliations
Member, The ESOP Association, Finance Committee
Member, Los Angeles Venture Association
Member, Leadership L.A. Foundation (Board of Directors)
Member, Association for Corporate Growth
Bar Admissions
- California
Court Admissions
- U.S. Supreme Court
- U.S. Tax Court
- Los Angeles
-
300 South Grand Ave, 22nd Fl.
Los Angeles, CA 90071-3132
Phone: 213.612.7365
Fax: 213.612.2501
35 Publications Found
| Date | Title | Publication |
| 02/19/10 |
Recessionary Impact on Minority ESOPs, presented at the ESOP Association Winter Technical Conference, New Orleans, Louisiana |
Speech |
| 02/04/10 |
A Primer on Infrastructure M&A: What You Need to Know About Deals Involving Infrastructure Companies and Assets Webcast |
Webcast |
| 11/10/09 |
At the Crossroads of Liquidity: Liquidity & Wealth Preservation Considerations for Business Owners, presented at the Century City Chamber of Commerce, Los Angeles |
Speech |
| 02/18/09 |
Managing Through Difficult Times: How the Board and the Trustee Should Interact Webcast
View Presentation |
Webcast |
| 11/14/08 |
Capital Planning for Successful ESOPs, presented to The ESOP Association, Las Vegas, Nevada |
Speech |
| 02/22/08 |
Acquisitions Using S-Corporation ESOPs, presented at the 10th Annual S-Corporation ESOP Seminar, Orlando, Florida |
Speech |
| 11/28/06 |
Hidden Liabilities in Business Transactions, presented to the Association of Corporate Counsel, Los Angeles |
Speech |
| 11/28/06 |
Rights and Responsibilities of Employee Owners, presented to the ESOP Association Western States Chapter, Scottsdale, AZ |
Speech |
| 11/28/06 |
Using ESOPs as an Acquisition Tool, presented to The ESOP Association, Las Vegas |
Speech |
| 10/19/06 |
Lending Issues in ESOP Buyouts
View Presentation |
Webcast |
| 04/11/06 |
Using ESOPs in Corporate Transactions
View Presentation |
Webcast |
| 01/01/06 |
Basic Financing for ESOP Transactions, presented at the ESOP Association, Washington, D.C. |
Speech |
| 01/01/06 |
The Current Mergers and Acquisitions Environment, presented at the Morgan Lewis's ESOP Roundtable, Dallas |
Speech |
| 01/01/06 |
What Not to Do: Examples of Poor Corporate Governance, presented to the ESOP Association, Orlando, FL |
Speech |
| 09/30/05 |
The Role of Internal and External Trustees and Fiduciaries: Who Will Guard Your Tent?, presented to The ESOP Association - Western States Chapter, Indian Wells, CA |
Speech |
| 04/26/05 |
How to Cash Out in This "Perfect Mergers & Acquisitions Storm," presented at The Executive Briefing Conference, Los Angeles |
Speech |
| 04/07/05 |
Innovative Diversification and Repurchase Techniques, Morgan Lewis' ESOP Roundtable, Chicago |
Speech |
| 04/07/05 |
Lateral Transfer of Other Qualified Plan Assets to an ESOP, presented to the ESOP Association, Las Vegas |
Speech |
| 01/01/05 |
Handling the Repurchase Obligation, The National Center for Employee Ownership, Costa Mesa, CA |
Speech |
| 01/01/05 |
Lending Overview, presented at the Morgan Lewis' ESOP Roundtable, Chicago |
Speech |
| 11/04/04 |
Innovative ESOP Transactions, presented at the ESOP Association Conference, Las Vegas
View Speech |
Speech |
| 10/03/03 |
Opening the Board Room Doors to Employee Owners, The ESOP Association, Washington, D.C. |
Speech |
| 10/02/03 |
The ESOP Revival in 2003, presented at the CFO Breakfast Roundtable, Los Angeles |
Speech |
| 10/01/03 |
Important Trends in Corporate Governance, Indiana Continuing Legal Education, Indianapolis
|
Speech |
| 09/01/03 |
Traditional and Alternative Methods to Refinance an ESOP Loan, The ESOP Association, Las Vegas |
Speech |