How to Evaluate Loan Participations in a Seller’s Market

On-Demand Webinar Available Until September 14, 2022

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It’s a classic dilemma – limited supply and growing demand create a seller’s market, driving prices higher. Credit unions, as well as other financial institutions, 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 webinar, experienced professionals will share the latest trends driving the loan trading, 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 credit union can adjust the composition of its balance sheet and potentially improve profitability through whole loan sales and participations. In addition we’ll cover the NCUA’s loan participation regulations.

Key Takeaways

  • Understand the drivers behind today's loan market.
  • Discover the tools needed to analyze risk adjusted returns.
  • Identify opportunities for increasing diversification of your loan portfolio.
  • Learn how a disciplined valuation process can improve your outcomes.

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$295 Members | $395 Nonmembers
(Additional $50 for USB)
One registration gives your entire team access to the live webinar and on-demand recording until September 14, 2022.
Go to the Online Training Center to access the webinar after purchase »

Who Should Attend?

  • CEOs
  • CFOs
  • NAFCU Certified Risk Managers (NCRMs)
  • Risk titles

Education Credits

  • NCRMs will receive 1.0 CEUs for participating in this webinar.
  • CPA credit information is below; recommended 1.0 CPE credits.

CPA Certification Credit Information

  • Reviewer: Josie Collins, Senior Associate Director of Education, NAFCU
  • Learning Objectives:  See key takeaways
  • Program Level: Basic
  • Prerequisites Needed: None
  • Advance Preparation Needed: None
  • Delivery Method: Group Internet-Based
  • Recommended CPE Credits: 1.0 credits
  • Recommended Field of Study: Specialized Knowledge – Technical
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About Our Webinars

Our webinars are streamed live from NAFCU headquarters near Washington, D.C. Your audio/video feed of the presenters includes presentation slides and downloadable handouts. You can easily submit your questions to the presenters at any time during the live broadcast, with no dialing over the phone! The audio and video stream directly through your computer.

Presented By

Richard Garabedian, Counsel, Hunton Andrews Kurth LLP
Richard Garabedian

Counsel, Hunton Andrews Kurth LLP

Travis Goodman, CFA, Principal, ALM First
Travis Goodman, CFA

Principal, ALM First

Kevin Shaner, Managing Director, Loan Transaction Network, ALM First
Kevin Shaner

Managing Director, Loan Transaction Network, ALM First