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Contract analysis / kick-off-call-agenda-and-summary.docx
kick-off-call-agenda-and-summary.docx
1038-00003 · 7 clauses
High · 2 Medium · 1 Standard · 1
1. Participants
1. Participants The following individuals are expected to participate in the kick-off call. Each participant is requested to confirm attendance by reply email to Eric Johannsen (ejohannsn@calderwoodharkness.com) no later than Friday, April 11, 2026. 1.1 Cascade Retail Holdings Inc. ("CRH" or the "Company") • Diane Kowalski — Executive Vice President, General Counsel & Corporate Secretary • Marcus Cheng — Senior Vice
2. Agenda Items High
⚑ Uncapped liability exposure
2. Agenda Items 2.1 Introductions and Overview of the Engagement This item is intended to provide all working-group members with an opportunity to introduce themselves and their respective roles in the transaction. Calderwood & Harkness LLP has been engaged as issuer's counsel to Cascade Retail Holdings Inc. in connection with the preparation and filing of a new universal shelf registration statement on Form S-3 with
3. Attendance
3. Attendance The following individuals participated in the kick-off call. All individuals listed on the pre-call agenda (Section 1) attended; there were no absences. Cascade Retail Holdings Inc.: • Diane Kowalski — Executive Vice President, General Counsel & Corporate Secretary • Marcus Cheng — Senior Vice President, Chief Financial Officer • Anya Petrova — Vice President, Deputy General Counsel — Securities & Corpo
4. Summary of Discussion High
⚑ Uncapped liability exposure
4. Summary of Discussion 4.1 Engagement Overview and Introductions Robert Adeyemi opened the call at approximately 2:02 p.m. Pacific time. He introduced the Calderwood & Harkness team and confirmed the firm's engagement as issuer's counsel to CRH in connection with the preparation and filing of a new universal shelf registration statement on Form S-3 with the SEC. Mr. Adeyemi referenced the firm's matter number (1038
5. Action Items
5. Action Items 5.1 Action Item Table The following action items were identified during the kick-off call. Each item reflects the responsible party, target completion date, and current status as of the date of this summary. All responsible parties are requested to monitor their assigned action items and to promptly notify Eric Johannsen (ejohannsn@calderwoodharkness.com) of any anticipated delays or issues that may a
6. Next Scheduled Call Standard
⚑ Commercial term
6. Next Scheduled Call A follow-up working-group call will be scheduled for the week of April 28 or May 5, 2026, depending on participant availability. The purpose of the follow-up call will be to review the status of diligence production, discuss the results of the WKSI eligibility analysis and Rule 415(a)(6) fee offset analysis, preview the initial draft of the Form S-3 registration statement, and address any outst
7. Distribution List Medium
⚑ Confidentiality undertaking
7. Distribution List This summary is being distributed to the following individuals, each of whom participated in the kick-off call on April 14, 2026: Cascade Retail Holdings Inc.: Diane Kowalski — Executive Vice President, General Counsel & Corporate Secretary Marcus Cheng — Senior Vice President, Chief Financial Officer Anya Petrova — Vice President, Deputy General Counsel — Securities & Corporate Governance Thomas