Loan Participations Virtual Forum (Recorded November 2020)

Day 1: Balance Sheet Management – Smart tactics for getting started

  • Topics covered include a discussion of initial steps for selling loan participations and best practices for novice participation buyers.

Day 2: Lower for Longer – Strategies for managing through low interest rates

  • Focused discussion on how technology, standardization, and broader access to loans are enabling new balance sheet management strategies.

Day 3: Blocking and Tackling – Managing operations

  • Provides an overview of the latest trends in reporting, compliance and risk management as well as tips on how to leverage internal IT resources.