Chair
Sue Barker, Director, Charity Law Association of Australia and New Zealand
Essential Guide to Accessing and Leveraging Debt for Impact
- Give an overview of what debt is and demystify terms, such as senior debt, subordinated debt, mezzanine debt, secured and unsecured loans, and capital debt
- Stack and tiered ranking (such as first / second ranking debt)
- The most common debt instruments – loan agreements, facility agreements, social loan notes, etc., and what they typically cover (including intercreditor arrangements)
- Charity compliance in the context of debt financing
- Explore a real-life community housing project, showing debt in practice in the charity sphere
Presented by Darren Fittler, Lead Partner, Gilbert + Tobin, Charities + Social Sector Group, and Spiro Papadolias, Partner, Gilbert + Tobin Partner, Banking + Projects Group
Description
Attend and earn 1 CPD hour in Substantive Law
This program is applicable to practitioners from all States & Territories
Presenters
Darren Fittler, Lead Partner, Gilbert + Tobin
Darren specialises in the provision of legal assistance to charities, not-for-profits and social impact organisations. Darren’s combination of sector expertise and corporate and commercial law experience enables him to provide innovative and strategic legal advice and practical guidance on charity mergers, governance, collaborations, charitable fundraising, charity and tax regulation and compliance, and much more. Best Lawyers recognises Darren in Non-Profit/Charities Law, and Chambers Asia Pacific ranks Darren in Band 1 for Charities. Financial Times’ Most Innovative Lawyers (Asia-Pacific) 2024 named Darren as Innovative Individual Practitioner. Darren is a volunteer director of Vision Australia and has previously held roles on the boards of numerous charities. Darren also attended meetings at the United Nations in New York, helping in the development of the International Convention on the Rights of Persons with Disability.
Spiro Papadolias, Partner, Gilbert + Tobin
Spiro is a partner in the Banking + Projects group. Spiro has a wide range of experience representing borrowers, sponsors and lenders on acquisition, leveraged, property, restructuring and general corporate finance matters. He also specialises in AREIT financing transactions. Prior to joining Gilbert + Tobin, Spiro worked as a consultant at a Big Four professional services firm, and he has also worked as a foreign legal consultant at a top-tier law firm in New York. Spiro holds a Bachelor of Science (Psychology) and a Bachelor of Laws (Honours) from the University of Sydney. He is admitted as a solicitor of the Supreme Court of New South Wales and the High Court of Australia and has also been admitted as an attorney of the New York State Bar.
Sue Barker, Director, Charity Law Association of Australia and New Zealand
Sue Barker is the director of Sue Barker Charities Law, a boutique law firm based in Wellington, specialising in charities law and public tax law. Since its founding in 2012, the firm has won several awards, including Boutique Law Firm of the Year at the New Zealand Law Awards. Sue is recognised by the International Charity Law Network as a Charity Law Scholar. Sue is also a director of the Charity Law Association of Australia and New Zealand, and a co-author of the text The Law and Practice of Charities in New Zealand (LexisNexis, 2013). In 2019, Sue was awarded the New Zealand Law Foundation International Research Fellowship Te Karahipi Rangahau ā Taiao, to undertake research into the question “What does a world-leading framework of charities law look like?”. The final report from the Fellowship, entitled Focus on purpose, was released in April 2022 making 70 recommendations for charities law reform in Aotearoa New Zealand. More information about Sue and the research can be found at www.charitieslaw.co and www.charitieslawreform.nz.
