Joint M&A and Arbitration Winter Seminar

Davos, Switzerland

25 January 2023 - 28 January 2023

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M&A Track

Wednesday 25 January 2023

16:00 » 18:00 Registrations at Morosani Posthotel
18:00 » 20:00 Welcome Reception at the Morosani Posthotel
20:00 Optional Dinner
(in small groups, several restaurants, payable onsite)

Thursday 26 January 2023

07:30 » 08:15 Registrations at Morosani Schweizerhof
08:15 » 08:25 Welcome address by the AIJA President
08:25 » 08:30 Introduction and presentation of the seminar by the Organising Committee
08:30 » 08:50 Keynote Speech: Mehran Yousefi & Moritz Maurer
08:50 » 10:05 M&A and Arbitration Ɩ The road to arbitration is paved with good intentions

Testing Midnight Clauses
  • What are the factors driving the choice of dispute resolution clauses in M&A transactions?
  • Limits and arbitrability of M&A transactions?
  • Which dispute resolution clause suites best for specific types of corporate/post-M&A disputes?
  • Are there specific preferences of sellers & purchasers?
  • Driving factors for the choice of place of dispute resolution?
  • Insights of M&A lawyers regarding the drafting process.

Moderator:
  • Tanja Schasfoort, Stek Advocaten, Netherlands
Speakers:
  • Christian Ritschka, DORDA, Austria
  • Robin Moser, Loyens & Loeff, Switzerland
  • Anja Vogt, Niederer Kraft Frey, Switzerland
10:05 » 10:35 Coffee break
10:35 » 11:50 M&A and Arbitration Ɩ Money has only a different value in the eyes of each.

Price mechanism
How to minimize litigation risk
  • Price adaption clauses / earn out clauses / determination of earn out (expert determination vs. arbitration).
  • How to protect your client and avoid pitfalls.
  • Seller vs purchaser perspective.
  • Examples from practice (seller and purchaser side).
Moderator:
  • Annika Brandt, Lindahl, Sweden
Speakers:
  • Philippe Seiler, Bär & Karrer AG, Switzerland
  • Daphne van Boxtel, 9Corporate, Netherlands
  • Lukas Rusch, Pestalozzi Attorneys at Law Ltd, Switzerland
11:50 » 12:20 Keynote Speech
  • Dr. Felix Ehrat, Switzerland

M&A flurry and drought – a story which is here to stay
  • The State of Affairs – an Overview
  • Why is M&A good and why is it (mostly) value destructive?
  • The value chain of M&A transactions and where the lawyer can help
  • Post M&A-disputes – can they be avoided?
  • Which lawyer gets the deal?
12:20 » 13:15 Lunch at the Hotel restaurant
13:15 » 17:30 Free Time: Skiing (Ski passes should be purchased individually)
14:00 » 16:00 Optional Social Programme: Guided Snowshoe Tour (material included)
18:30 » 19:00 Joint walk and transportation from valley station (Schatzalp Bahn) via funicular to Schatzalp Panorama Restaurant
  • The sledges are transported to the mountain top by the participants themselves on the Schatzalp funicular.
  • The sledges can be parked in front of the restaurant/hotel during dinner.
  • The curves of the toboggan run are lit until 11 pm.
  • Sledging is at your own risk, insurance is the responsibility of the participants.
19:30 » 22:00 Dinner at Schatzalp Panorama Restaurant
22:00 » 23:00 "Tobogganing" - Sleighride down to Davos
Please note that sledging down to Davos has been cancelled due to the snow conditions. Slops are allowed until 16:00 and the last run for sledging is at 15:30

Friday 27 January 2023

08:15 » 09:30 Joint walk and transportation via cable car to the hut (Chalet Güggel on Jakobshorn) and Registrations at Chalet Güggel
09:30 » 10:30 M&A Ɩ A clever person solves a problem. A wise person avoids it.

Critical issues in the governance of JV companies
How to avoid and get out of dead lock situations

M&A Ɩ How to avoid
  • Shareholder rights and obligations and critical issues
  • Examples from practice
  • Unlocking deadlock mechanisms (50:50 situations)
  • Texas shootout
  • Mediation
  • How to start/establish a promising mediation mechanism for deadlock situations?
Moderator:
  • Judith Hasler, Ospelt & Partner Attorneys at Law Ltd, Liechtenstein
Speakers:
  • Andreas Müller, Homburger AG, Switzerland
  • Jean-Bernard Spinoit, Elvinger Hoss Prussen, Luxemburg
  • Matteo Vernizzi, SAT Studio Legale, Italy
10:30 » 11:00 Coffee break
11:00 » 12:00 M&A Ɩ Are you covered?

Limiting and insurance of exposure

M&A Ɩ "pre"
  1. Limitation and indemnification clauses
  2. Dealing with third party claims
  3. Typical causes for disputes in M&A transactions (from an economic/accounting perspective)
  4. Challenges of damage valuations in M&A disputes
  5. W&I insurance in the current M&A market
Moderator:
  • Roman Graf, Lenz & Staehelin, Switzerland
Speakers:
  • Roman Gültlinger, FTI Consulting, Germany
  • Ragnar Gundersen Koffeld, Haavind, Norway
12:00 » 13:00 Lunch at Chalet Güggel
13:15 » 17:30 Free Time: Skiing (day-skiing pass at Jakobshorn included)
19:30 » 02:00 Dinner & After Party at Hotel Morosani Posthotel

19:30 - 22:00 Dinner at Pöstli Gril
22:00 - 02:00 After Party at Pöstli Club

Saturday 28 January 2023

07:45 » 08:30 Registrations at Morosani Schweizerhof
08:30 » 10:00 M&A and Arbitration Ɩ Negotiation Training

Critical issues in SPA negotiations
  • Insights of M&A lawyers
  • Negotiation Training

Coached by Dr. Hansjörg Schwartz with the support of Christopher Jünger, Wolf Theiss, Austria and Christoffer Mangelus, Advokatfirman Delphi i Göteborg KB, Sweden.
10:00 » 10:30 Coffee break
10:30 » 11:45 M&A and Arbitration Ɩ Negotiation Training

Critical issues in SPA negotiations
  • Insights of M&A lawyers
  • Negotiation Training

Coached by Dr. Hansjörg Schwartz with the support of Christopher Jünger, Wolf Theiss, Austria and Christoffer Mangelus, Advokatfirman Delphi i Göteborg KB, Sweden.
11:45 » 12:15 Closing Remarks
12:15 » 13:15 Lunch at the Hotel restaurant
13:15 » 15:00 Free Time: Skiing (Ski passes should be purchased individually)
16:00 » 22:00 Optional Post-Seminar Dinner & Party at Mountain Chalet Jschalp Restaurant

(DJ & Cocktails & Transportation included)

Arbitration Track

Wednesday 25 January 2023

16:00 » 18:00 Registrations at Morosani Posthotel
18:00 » 20:00 Welcome Reception at the Morosani Posthotel
20:00 Optional dinner
(in small groups, several restaurants, payable onsite)

Thursday 26 January 2023

07:30 » 08:15 Registrations at Morosani Schweizerhof
08:15 » 08:25 Welcome address by the AIJA President
08:25 » 08:30 Introduction and presentation of the seminar by the Organising Committee
08:30 » 08:50 Keynote Speech: Mehran Yousefi & Moritz Maurer
08:50 » 10:05 M&A and Arbitration Ɩ The road to arbitration is paved with good intentions.

Testing Midnight Clauses
  • What are the factors driving the choice of dispute resolution clauses in M&A transactions?
  • Limits and arbitrability of M&A transactions?
  • Which dispute resolution clause suites best for specific types of corporate/post-M&A disputes?
  • Are there specific preferences of sellers & purchasers?
  • Driving factors for the choice of place of dispute resolution?
  • Insights of M&A lawyers regarding the drafting process.

Moderator:
  • Tanja Schasfoort, Stek Advocaten, Netherlands
Speakers:
  • Christian Ritscha, DORDA, Austria
  • Robin Moser, Loyens & Loeff, Switzerland
  • Anja Vogt, Niederer Kraft Frey, Switzerland
10:05 » 10:35 Coffee break
10:35 » 11:50 M&A and Arbitration Ɩ Money has only a different value in the eyes of each.

Price mechanism
How to minimize litigation risk
  • Price adaption clauses / earn out clauses / determination of earn out (expert determination vs. arbitration).
  • How to protect your client and avoid pitfalls.
  • Seller vs purchaser perspective.
  • Examples from practice (seller and purchaser side).
Moderator:
  • Annika Brandt, Lindahl, Sweden
Speakers:
  • Philippe Seiler, Bär & Karrer AG, Switzerland
  • Daphne van Boxtel, 9Corporate, Netherlands
  • Lukas Rusch, Pestalozzi Attorneys at Law Ltd, Switzerland
11:50 » 12:20 Keynote Speech
  • Dr. Felix R. Ehrat, Switzerland

M&A flurry and drought – a never ending story
  • The State of Affairs – an Overview
  • Why is M&A good and why is it (mostly) value destructive?
  • The value chain of M&A transactions and where the lawyer can help
  • Post M&A-disputes – can they be avoided?
  • Which lawyer gets the deal?
12:20 » 13:15 Lunch at the Hotel restaurant
13:15 » 17:30 Free Time: Skiing (Ski passes should be purchased individually)
14:00 » 16:00 Optional Social Programme: Guided Snowshoe Tour (material included)
18:30 » 19:00 Joint walk and transportation from valley station (Schatzalp Bahn) via funicular to Schatzalp Panorama Restaurant
  • The sledges are transported to the mountain top by the participants themselves on the Schatzalp funicular.
  • The sledges can be parked in front of the restaurant/hotel during dinner.
  • The curves of the toboggan run are lit until 11 pm.
  • Sledging is at your own risk, insurance is the responsibility of the participants.
19:30 » 22:00 Dinner at Schatzalp Panorama Restaurant
22:00 » 23:00 "Tobogganing" - Sleighride down to Davos
Please note that sledging down to Davos has been cancelled due to the snow conditions. Slops are allowed until 16:00 and the last run for sledging is at 15:30

Friday 27 January 2023

08:15 » 09:30 Joint walk and transportation via cable car to the hut (Chalet Güggel on Jakobshorn) and Registrations at Chalet Güggel
09:30 » 10:30 Arbitration Ɩ A clever person solves a problem. A wise person avoids it.

Critical issues in the governance of JV companies
How to avoid and get out of dead lock situations

Arbitration Ɩ How to solve
  • Shareholder rights and arbitrability of shareholders rights
  • Examples from practice
  • Unlocking deadlock mechanisms (50:50 situations)
  • Texas shootout
  • Mediation
  • How to start/establish a promising mediation mechanism for deadlock situations?
Moderator:
  • Eline Verelst, Laurius, Belgium
Speakers:
  • Eleni Skoufari, Zepos & Yannopoulos, Greece
  • Sophie Püschel-Arnold, Walder Wyss Attorneys at Law, Switzerland
10:30 » 11:00 Coffee break
11:00 » 12:00 Arbitration Ɩ Are you covered?

Limiting and insurance of exposure

Arbitration Ɩ "post"
  1. Indemnify and hold harmless clauses in interaction with limitation clauses:
    1. Are you sure you are covered?
    2. Avoiding surprises when a dispute arises – case study based on actual arbitration proceedings

  2. Third Party Funding:
    1. Want to get covered later on?
    2. What to know from an arbitration/M&A lawyer's perspective to make your case/contract fit for funding.
Moderator:
  • Jens Stadtmüller, Stadtmüller Dispute Consulting ,Germany
Speakers:
  • Alice Fremuth-Wolf, Nivalion, Austria
  • Natalia Kabacińska, WKB, Poland
12:00 » 13:00 Lunch at Chalet Güggel
13:15 » 17:30 Free Time: Skiing (day-skiing pass at Jakobshorn included)
19:30 » 02:00 Dinner & After Party at Hotel Morosani Posthotel

19:30 - 22:00 Dinner at Pöstli Gril
22:00 - 02:00 After Party at Pöstli Club

Saturday 28 January 2023

07:45 » 08:30 Registrations at Morosani Schweizerhof
08:30 » 10:00 M&A and Arbitration Ɩ Negotiation Training

Critical issues in SPA negotiations
  • Insights of M&A lawyers
  • Negotiation Training

Coached by Dr. Hansjörg Schwartz with the support of Christopher Jünger, Wolf Theiss, Austria and Christoffer Mangelus, Advokatfirman Delphi i Göteborg KB, Sweden.
10:00 » 10:30 Coffee break
10:30 » 11:45 M&A and Arbitration Ɩ Negotiation Training

Critical issues in SPA negotiations
  • Insights of M&A lawyers
  • Negotiation Training

Coached by Dr. Hansjörg Schwartz with the support of Christopher Jünger, Wolf Theiss, Austria and Christoffer Mangelus, Advokatfirman Delphi i Göteborg KB, Sweden.
11:45 » 12:15 Closing Remarks
12:15 » 13:15 Lunch at the Hotel restaurant
13:15 » 15:00 Free Time: Skiing (Ski passes should be purchased individually)
16:00 » 22:00 Optional Post-Seminar Dinner & Party at Mountain Chalet Jschalp Restaurant

(DJ & Cocktails & Transportation included)