Our panelists and moderator provided key takeaways at our program, which focused on how business can find an edge in an increasingly competitive market by applying the right tools of the trade. From left: Peter Chadwick of Berkeley Research Group; Lauren Lonergan Taylor of TD Bank and a Duane Morris alum; James Holman and Catherine Beideman Heitzenrater of Duane Morris; and Jonathan Schultz of Onyx Equities, LLC.

Moderator

James J. Holman is a partner at Duane Morris LLP. Mr. Holman practices in the areas of commercial finance law, business reorganization, business and municipal insolvency, and complex asset planning. He represents institutional lenders, trust companies, insurance companies and businesses in a broad spectrum of transactions, including corporate finance, asset sales and planning structures, business restructuring and bankruptcy. He also provides advice on matters affecting wealth and asset planning for high net worth individuals.

Panelists

Lauren Lonergan Taylor recently joined TD Bank, N.A., as Senior Vice President, Director and Managing Counsel, Head of Commercial Lending, after a more than 20-year career at Duane Morris. While a partner at Duane Morris, Ms. Taylor practiced in the areas of commercial finance, secured transactions, business reorganization, financial restructuring, creditors’ rights and bankruptcy law. She represented numerous commercial banks, insurance companies, non-institutional lenders and borrowers in secured lending, asset-based lending, leasing and credit enhancement transactions and other types of commercial transactions. She assisted both creditors and borrowers in complex workout, restructuring and insolvency matters, including in connection with the enforcement of remedies through commercial litigation in federal and state courts.

Catherine Beideman Heitzenrater is a senior associate at Duane Morris LLP. Ms. Heitzenrater practices in the areas of bankruptcy, corporate reorganization, creditors’ rights, commercial finance and secured transactions. She represents chapter 11 debtors-in-possession, chapter 11 trustees, chapter 7 trustees, liquidating trustees, creditors’ committees, insurance companies and secured creditors in all aspects of a bankruptcy case. She has assisted creditors in enforcement of remedies through commercial litigation in federal and state courts.

Peter Chadwick is managing director of Berkeley Research Group. He helps underperforming businesses and advises debtors and creditors in complex restructuring matters. He has served as chief restructuring officer, chief executive officer, chief operating officer, chief financial officer and advisor to companies in a variety of industries. Chadwick has led restructurings in manufacturing, production and construction, including renegotiating contracts with original equipment manufacturers and creditors, effectuating sale transactions and preparing business plans.

Jonathan Schultz is co-founder and managing principal of Onyx Equities, LLC. He oversees the organization’s investor capital raising initiatives, strategic planning, portfolio management and business development, as well as formulating overall investment strategy. He has initiated and closed billions of dollars in leasing and commercial real estate sales and acquisitions