ACIC Private Notes

Welcome to the May 2018 edition of the ACIC Private Notes! In this month's newsletter you will find a recap of the 2018 "Our Kind of Town" Spring Investment Forum held at the Four Seasons in Chicago (with a link to an album of photos taken over the two days!), courtesy of Richard Rejino.

This edition also contains information on recently posted updates to the Model Form Make-Whole Amount and Swap Breakage Indemnity language prepared by the Transaction Process Management Committee.

2018 Spring Investment Forum Highlights

Bill Bulmer of Prudential Financial, Inc. and Catherine Hood of Pillsbury Winthrop Shaw Pittman LP co-chaired an interactive and educational program at the 2018 Spring Investment Forum "Our Kind of Town". For a re-cap of the sessions, click here.

To see if you made an appearance in this year's photo album (photos by CJ Marchain), click here.

Model Form Make-Whole Amount and Swap Indemnity Updates

The Transaction Process Management Committee has been hard at work making updates to the Model Form Make-Whole Amount and Swap Breakage Indemnity language and is looking for your feedback to their proposals. Please click here for a memorandum and summary of the material updates and changes with respect to the updated Model Form language.

Click here for a draft of the Model Form Make-Whole Amount and Swap Breakage Indemnity language, and click here

for the Model Form Swap Indemnity Letter.

Please provide all comments, questions, observations, etc. with respect to the updated Model Form language and the Swap Indemnity Letter by July 20, 2018 to any member of the Transaction Process Management Committee identified in the memorandum.

American College of Investment Counsel

www.aciclaw.org

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