| Stevie D. Conlon (formerly Steven D. Conlon) has been practicing law for over 16 years, is licensed to practice in Illinois and New York, and is also a Certified Public Accountant (Illinois). Stevie graduated from the Loyola University of Chicago School of Business with a Bachelor's Degree in Business Administration (BBA), Summa Cum Laude, as a Public Accounting Major and a transcript equivalency of a minor in Mathematics. Stevie was the recipient of the School's Accounting Key and was Co-President of the School's Chapter of Beta Alpha Psi. Stevie graduated from the Loyola University School of Law (J.D.), Cum Laude, and was the American Jurisprudence Award recipient for Corporations and Secured Transactions. Stevie was previously an associate and then a tax partner at the Chicago law firm of Chapman and Cutler (1986-1995). Stevie then practiced as a local partner and then an international partner of the world's largest law firm, Baker & McKenzie as a tax and corporate partner in its Chicago office (1995-1999). Most recently, Stevie was a tax and corporate partner in the Chicago office of the national law firm of Katten Muchin Zavis Rosenman (1999-2002). Stevie's practice has focused on tax, securities and business law issues relating to complex financial products including financial derivatives such as swaps, options and forwards and structured products such as asset-backed securities and tender option bonds that include derivative-like elements for over fourteen years. Over this time, Stevie has represented investment banks and investors such as mutual funds in the design and evaluation of these products. Stevie D. Conlon is the Council Director responsible for financial related tax committees for the American Bar Association Tax Section and was previously chair of its Financial Transactions Committee. Stevie also serves on the Steering Committee for the National Association of Bond Lawyers Bond Attorney's Workshop and has actively participated as chair or a panelist on tax and financial derivative related panels for the Workshop for over ten years. Stevie D. Conlon has written extensively and spoken on legal issues relating to financial derivatives and tax issues relating to financial products and tax exempt bonds. For the past ten years, Stevie has chaired a conference on the Taxation of Financial Products in New York and Washington, D.C. Stevie is a Member of the Advisory Board of Derivatives Magazine (Affiliate of RIA), a Member of the Corporate Taxation Advisory Board of Tax Management, Inc. for Bureau of National Affairs ("BNA") and an Adjunct Professor, Financial Services Law and Tax Law LLM, IIT Kent College of Law, Chicago, IL. Stevie D. Conlon is rated "AV" in the Martindale Hubble Law Directory. The Martindale-Hubbell AV rating indicates very high to preeminent legal ability and very high ethical standards as established by confidential opinions from members of the Bar. Stevie D. Conlon is listed in "Who's Who in American Law." Stevie D. Conlon is a member of the American College of Tax Counsel., the American Bar Association Tax Section, and the National Association of Bond Lawyers. Professional Publications (partial listing) Principal Co-Author of Treatise: “Principles of Financial Derivatives: US and International Taxation”, West/RIA/WG&L (1999) Principal Co-author of Book: “Tax Exempt Derivatives” American Bar Association (1994) Co-Author of Article: “Proposed Regulations Hurt the Use of FASITs for Securitizations”, Journal of Taxation of Financial Products (Fall 2000) Co-Author Article: “Fund Investments in Asset-Backed Securities and Tax-Exempt Bonds: An Update”, The Review of Securities and Commodities Regulation (May 1998) Co-Author Article: “Final Regulations: Tax-Exempt Private Activity Bonds – Strict New Rules for Municipal Finance”, Journal of Taxation (July 1997) Co-Author Article: “New SEC Rules Affecting Investments by Tax-Exempt Funds”, The Review of Securities and Commodities Regulation (February 1997) Co-Author Article: “Final Mark to Market Regulations Much Improved But Create Problems for Non-Consolidated Affiliates”, Tax Management Memorandum (February 1997) |
