Is the Price Right? Strategies to Help Accurately Price Loans & Evaluate Participations

As depositories move forward with strategic objectives, loan pricing and loan portfolio management will likely remain a top priority. In this session the presenters will discuss recent trends in loan pricing analysis and share market color and clearing levels for various asset classes in the loan participation space. We will also explore a disciplined approach to product pricing and its relationship to maintaining and meeting profitability targets.

 

Learning Objectives:

  • Discuss the key drivers, and potential benefits, behind buying and selling
  • Understand how to better evaluate loan pools and assess their value
  • Learn about how a price discovery process can provide confidence for all parties

 

*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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