How to Evaluate Loan Participations in the Current Environment

Economic uncertainty presents a constant challenge for financial institutions, particularly in the current environment as we prepare for potential impacts to bottom-line performance. However, today’s market still has numerous opportunities for depositories looking to push their strategic objectives forward. In this session, our team of experts will share the latest updates and discuss key market trends we’re seeing. We’ll also discuss how your depository can potentially adjust the composition of its balance sheet and protect profitability through whole loan sales and participations.

 

Learning Objectives

  • Remain up-to-date on market trends and participation opportunities
  • Understand the importance of risk-adjusted returns
  • Learn where the ALM First team is seeing value right now

*CPE Credit is available

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Travis Goodman, CFA

Travis Goodman, CFA

Principal

Travis Goodman is a Principal at ALM First Financial Advisors, joining the firm in 2003. Travis oversees the Advisory Services department, which is responsible for implementing actionable and effective ALM and investment strategies for client financial institutions. In addition to overseeing Advisory Services, he assists large, complex financial institutions in achieving optimal performance within policy and risk tolerances

Kevin Shaner

Kevin Shaner

Managing Director, Loan Transaction Network

Kevin Shaner joined ALM First in 2018 and currently holds the position of Managing Director, Loan Transaction Network and is also responsible for the national banking channel. Kevin has over 20 years of commercial and corporate banking experience and has originated, underwritten, and managed billions of dollars in the primary and secondary loan markets, across a wide variety of loan types including: government contracting, C&I, CRE, SBA, construction, project finance, auto, and residential mortgages.

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ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure. The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.