Demystifying Massachusetts Securities Corporations

September 
17
, 
2024
11:00am
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12:00pm
 
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Demystifying Massachusetts Securities Corporations

December 
31
, 
2024
7:00pm 
EST
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What to Expect

Please join Goodwin and SVB in discussing Massachusetts Securities Corporations (“MSC”). In this webinar we will discuss what an MSC is, legal and tax considerations, and best practices for managing liquidity within an operating company and MSC organizational structure. This Webinar will provide relevant information for any innovation economy company operating in Massachusetts – including Tech, Life Sciences, and Climate Tech and Sustainability companies.

 

For any questions, please contact Lauren Buonomo at lbuonomo@svb.com

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Day 1 - Jan 8

DAY 1

11:00-11:05am

Welcome & Opening Remarks

Welcome & Opening Remarks

Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 1

11:05am-11:25am

Goodwin: Legal Consideration & Tax Benefits

Goodwin: Legal Consideration & Tax Benefits

Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 1

11:25am-11:45am

Analysis

SVB: Managing Liquidity in an Opco/MSC Structure

Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

DAY 1

11:45am-12:00pm

Questions

Closing Remarks

Speakers:

Pam Beesly

Venue:

SVB HQ, #2202

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Day 1 - Jan 8

DAY 1

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 1

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 1

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

DAY 1

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Venue:

SVB HQ, #2202

Day 2 - Dec 2

DAY 2

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 2

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 2

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

DAY 2

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Venue:

SVB HQ, #2202

Day 3 - Dec 3

DAY 3

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 3

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 3

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

DAY 3

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Venue:

SVB HQ, #2202

Day 4 - Dec 4

DAY 4

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 4

1:00 pm EST

Key Insights

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Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 4

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

DAY 4

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Venue:

SVB HQ, #2202

Day 5 - Dec 5

DAY 5

1:00 pm EST

Welcome

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Speakers:

Pam Beesly

Venue:

SVB HQ, Main Conference Room

DAY 5

1:00 pm EST

Key Insights

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua. 

Speakers:

Michael Scott

Jim Halpert

Venue:

SVB HQ, #2202

DAY 5

1:00 pm EST

Analysis

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Speakers:

Dwight Schrute

Venue:

SVB HQ, #2202

DAY 5

1:00 pm EST

Questions

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Speakers:

Pam Beesly

Venue:

SVB HQ, #2202

Speakers

Marishka DeToy

Partner

Goodwin

Marishka has a broad capital markets practice representing issuers and investment banks in a range of transactions, including initial public offerings, follow-on public offerings, registered direct offerings, ATMs and PIPEs. She also represents public companies in ongoing corporate matters, including SEC compliance and corporate governance.

Steve Johnson

Senior Portfolio Manager

SVB Asset Management

Steve Johnson, CFA, is a portfolio manager for SVB Asset Management (SAM). He and his team are responsible for structuring, analyzing and monitoring fixed income portfolios for SVB clients. Steve’s role requires not only market awareness and fixed income expertise, but also a deep understanding of clients’ goals and risk tolerances. 

Tony Vicari

Director

SVB Liquidity Product Advisory

Tony Vicari is a Director for the liquidity advisory team in Boston. He and his colleagues lead the client relationship and business development strategy that positions SVB’s liquidity products and investment management capabilities to meet the ever-evolving demands of the bank’s corporate cash management clients. In this role, he identifies the products and services that can best help satisfy clients’ cash and liquidity management needs, which span across banking and investment management platforms for early- to late- stage enterprises

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