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.
- 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
Travis Goodman, CFA
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
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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