An experienced team from Locke Lord and Deloitte will examine the pros and cons of using a Real Estate Investment Trust (REIT) structure for infrastructure assets in the energy space, including:
- REIT basics
- REITs as an infrastructure investment vehicle
- Securities offering considerations
- Regulatory considerations
- Accounting considerations
Donald A. Hammett, Jr. (Dallas, Partner): Don Hammett, head of Locke Lord’s REIT Tax practice, has over 20 years of experience advising clients on tax issues. Mr. Hammett’s practice includes the formation and financing of corporate entities, pass-through entities and REITs.
Bill Swanstrom (Houston, Partner): Bill Swanstrom serves as co-chair of the firm's Energy Practice Group. He has over 20 years of experience working with energy companies in their significant capital markets, acquisition and divestiture activities. Mr. Swanstrom also has significant experience in project development and financing of energy assets.
James Moriarty (Washington, D.C., Partner): Jim Moriarty has broad experience in developing innovative strategies for the prompt consideration of complex regulatory, enforcement and trade matters before the executive, legislative and judicial branches of government. Jim represents clients before the Federal Energy Regulatory Commission, the Department of Energy, the Department of Transportation, the Department of Justice and federal and state courts throughout the country.
Kenneth L. Betts (Dallas, Of Counsel): Ken Betts focuses his practice on representing REITs and has over 15 years of experience in structuring listed and non-traded public offerings, UPREIT and DownReit acquisitions and REIT mergers.
G. Wyndham Smith, Jr. (Partner, Deloitte & Touche LLP): Wyn Smith is the Deputy Director of Professional Practice for Deloitte's national real estate practice. In this role, he assists clients and engagement teams around the country in identifying and resolving real estate-related technical issues and participates in establishing Firm positions on emerging accounting issues. Wyn also serves some of Deloitte's largest public and private real estate clients as either an audit partner, quality control reviewer or National Office liaison partner.
Credit pending for Minimum Continuing Legal Education credit by the State Bar of Texas Committee on MCLE in the amount of 1.5 credit hours, of which 0 credit hours will apply to legal ethics/professional responsibility credit. Locke Lord is an accredited sponsor, approved by the State Bar of Texas Committee on MCLE.
This program also will be available via webinar. Advance registration is appreciated but not required. To register for this webinar, please click the link below. You may participate on the day of the program even if you did not register in advance also by clicking the link below. Please contact Catherine Murphy at firstname.lastname@example.org for any webinar-related questions.
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