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Best Practices in Defending Margin Related Cases

1h 1m

Created on October 06, 2020

Advanced

CC

4.9

(161 reviews)

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Course Price

$89


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Overview

With the volatility in the market during the recent months and the significant growth of securities-backed lending by brokerage firms, understanding the various types of lending available to securities customers is critical. Taught by Matthew Plant and Angela Turiano, principals of the firm Bressler, Amery & Ross, this course will examine the various types of lending available to securities customers and explore how margin and other lending works. The presentation will also address best practices in investigating and defending margin cases. 



Learning objectives:

  1. Identify the various types of lending available to securities customers
  2. Gain an understanding of how margin and other lending works
  3. Discuss margin and collateral calls
  4. Provide insight into the types of claims brought by customers and how to defend them
Topics covered in this course:

Credits

Faculty

Matthew Plant

Matthew Plant

Lax & Neville LLP
Angela Turiano

Angela Turiano

Bressler, Amery & Ross, P.C

Reviews

4.9

(161 reviews)

Recent Reviews

Awesome presentation!

Chirumbidzo M.Sep 21, 2022

Excellent course.

Hilda E.Oct 16, 2021

Informative presentation

Christopher B.Aug 13, 2021

Excellent program.

Diane R.Aug 8, 2021

I got caught up in an unfair margin call and wished I had taken this course before I even used my margin account. They sucker folks in by dangling lots of "free" money in your face and when you take the bait, they slam a margin call on you because your stocks decreased in value.

Honey R.Aug 8, 2021

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