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Cadwalader's Finance Forum Focus Series

Dec 8, 2021

Cadwalader partner Mark Howe and Phil Balzafiore, Head of Tax for Tetragon Financial Group, discuss interesting and cutting-edge issues about the tax aspects of this high-yield, and potentially high-risk, asset class, including:

  • What is it and what do tax lawyers care about?
  • Various forms of financing, including straight-up loans, partnerships, outright sales and pre-paid forwards
  • Tax consequences and tax trade-offs for investors and law firm borrowers, as well as mitigation considerations

As you listen, view the companion slide deck summarizing the key themes of the conversation. (