Survive and Thrive in a Seller’s Market for Loans

It’s a classic dilemma – limited supply and growing demand create a seller’s market, driving prices higher. Depositories seeking to supplement organic growth with higher yields have turned to buying and selling loans, both whole loans and participations, to position their balance sheets for long-term success. In this live webinar, our team of experienced professionals will share the latest trends driving the seller’s market in loans, discuss why a consistent loan modeling and valuation process is vital, and highlight best practices for both buyers and sellers. We’ll also discuss how your depository can adjust the composition of its balance sheet and potentially improve profitability through whole loan sales and participations.

 

Learning Objectives:

  • Understand why rising interest rates may be a good thing for depository institutions
  • Discover the tools needed to analyze risk adjusted returns
  • Identify opportunities for increasing diversification of your loan portfolio• Identify opportunities for increasing diversification of your loan portfolio
  • Learn how a disciplined valuation process can improve your outcomes
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Travis Goodman, CFA

Travis Goodman, CFA

Principal

Travis Goodman is a Principal at ALM First, joining the firm in 2003. Mr. Goodman oversees the Advisory Services group, 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. Mr. Goodman also oversees ALM First’s Loan Transaction Network (LTN) which helps facilitate loan transactions and loan participations between ALM First clients.

Travis has a bachelor of science degree in business administration, with a double major in finance and marketing, from the Eller School of Business at the University of Arizona in Tucson. He also holds the Chartered Financial Analyst (CFA) designation.

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. Notable public transactions include the $1.2B REIT conversion of Host Marriott, the Smithsonian Institutes $100mm+ acquisition of the Victor Building as well as co-managing the IPOs of SAIC and SRA.

Prior to joining ALM First, Kevin served as Managing Director, Bank Assetpoint for Promontory. He has also worked at national, regional, and community banks, including Citibank, Bank of America, BB&T, and Wells Fargo where he was formally credit trained.

 He passed his Series 7 & 66 license exams and is a Registered Investment Advisor. Kevin earned his degree in Communications from the University of California, San Diego.

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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 FirstAnalytics”). 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.