Workouts: Out of Court Restructuring- Pace University, School of Law 2025

Leveraging the Private Debt Market: Strategies for Turnaround

Professionals in Restructuring Scenarios – Northeast Regional TMA Saratoga NY 2024

Inside the World of Banking: What's Behind the Curtain - Connecticut TMA 2024

Back Alley Knife Fights Wearing Tuxedos – Upstate NY TMA 2022

Real Estate Workouts – Quinnipiac Law School 2021

Issues in Commercial Loan Workouts – Connecticut TMA 2020

Agent Issues in Syndicated Loan Workouts – Florida TMA

Top Bankers - What's in Store for 2013? - Turnaround Management Association 2013

Administrative Agent Issues in Syndicated Loan Workouts - Turnaround Management Association 

Commercial Loan Workouts from the Lenders Perspective - Turnaround Management Association 

Top Bankers - What's in Store for 2011? - Turnaround Management Association

Loan Workouts -What is different in this cycle?  - Turnaround Management Association 

Problem Loan Workouts; Lessons Learned, Different This Time? - Risk Management Association (RMA) National Conference 

Sibling Rivalry: Intra and Inter Creditor Disputes - National Conference of Bankruptcy Judges 

Workout Issues and Strategy for the Next Wave of Loan Defaults - Connecticut Bar Association 

Current Outlook: Workouts, Lending and Turnarounds – Turnaround Management Association 

Toxic Debt – Turnaround Management Association

Financial Restructuring: Back to the Basics– Financial Research Associates 

Communication in a Workout– Turnaround Management Association

Valuing Distressed Companies – Financial Research Associates 

Financial Institutions in the Marketplace – New York Institute of Credit 

Current Loan Workout Trends – Turnaround Management Association 2005

Loan Workouts and Restructures – Kellogg School of Management 2003

Workouts from the Banker’s Perspective - American Bankruptcy Institute Northeast Bankruptcy Conference 2003

Distressed Debt Investing 2001, 2002, 2003 – Strategic Research Institute

Advanced Workout Strategies – Strategic Research Institute 2002 

Distressed Debt Summit – Financial Research Associates 2002

Thoughts from the Workout Department – Connecticut Turnaround Management Association 2001

Loan Workout – Turnaround Management Association Spring Conference 2001

Restructuring Issues From The Lenders Perspective – New York Society of CPA’s 2002 

Selected Workouts 

Below is a compilation of representative transactions in which I have directly participated. For these accounts, I was the lead officer assigned to the transaction and was responsible for both developing and implementing the workout strategy.

• Mystic Aquarium – Balance sheet restructure

• Sait Joesphs Hospital – Ch11

• Atkins Nutritional’s – Confirmed a Plan of Reorganization giving the incumbent lender group the equity of the company

• New Jersey Devils –  Sale with stapled financing

• Pinnacle Airlines – Ch11 DIP financing and 363 sale

• New Vision Television – Pre-arranged lender credit bid and then sale of the company 3 years later at a gain

• Lenox China – Ch11 DIP financing and 363 sale

• Consolidated Freightways – Ch 11 DIP financing and liquidation

• St. Joseph Hospital – Member Official Committee of Unsecured Creditors

• Bethlehem Steel – Ch 11 DIP financing and exit financing

• Stiffel Lamp – Assignment for the Benefit of Creditors (ABC) liquidation

• Harry and David - Ch 11 DIP financing and exit financing

• Bugle Boy Jeans – 363 Sale

• Trailmobile Trailer – Liquidation

• Stallion Oilfield – Ch11 Pre- Arranged

• Cbass- Ch11 Pre- Arranged

• American Home Mortgage – Ch 11

• Recycling Industries – Ch 11 dismissed then 7 State Assignment for the Benefit of Creditors

• Greatwide Logistics – Lender Credit Bid

• Levitz Furniture – Ch 11 DIP financing and exit financing

• Parkway Hospital – Loan Workout