Synthetic equity such as stock appreciation rights and phantom stock is often a part of executive compensation in ESOP companies. This session will explore the design, tax, appraisal and other issues for these kinds of plans.

Learning Objectives:

1. Understanding the different types of synthetic equity.
2. Understanding how synthetic equity is implemented in an ESOP transaction.
3. Understanding lender consideration of synthetic equity and a view of a transaction case study that conveys how synthetic equity was used.

Session Leader: Peter Aliferis – Pendo Advisors, LLC
Speaker: Kjersti Cory – GreatBanc Trust Company
Speaker: Harvey M. Katz – Fox Rothschild LLP

*Please note there is a cost to attend.

Virtual option is available.

CE Hours: 1