2016 Secondary Market Summit

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Announcing the 9th Annual SBA Secondary Market Summit
Join this high-level gathering of public and private stakeholders to review strategies for capitalizing on emerging opportunities and avoiding new threats and pitfalls.

One Day: Tuesday, December 6, 2016
Embassy of Sweden
2900 K Street NW
Washington D.C., 20007
(Summit Reception at Kelley Drye Monday evening at 5 p.m.)
Event Details

Event takes place at the beautiful new Swedish Embassy in Georgetown, overlooking the Potomac River

Meet, hear and network with influential banking, legal and finance experts, retain lenders, secondary market brokers, secondary market investors and representatives of the federal government.

The result of the presidential election will be in, hopefully not like 2000!, and we will discuss the outcome and outlook for the SBA secondary market in 2017.

Your event co-chairs bring a wealth of inside SBA industry perspective:
  • head_coleman

    Bob Coleman, Publisher, Coleman Report

  • head_judge

    Bob Judge,
    Partner, Government Loan Solutions; Editor, CPR Report

  • head_teckler

    Marty Teckler, Partner, Kelley Drye

Prepare your organization for these opportunities and challenges:
  • Discover how the merits of SBA 504, SBA 7(a) and USDA B&I loans stack up as investment opportunities.
  • Which disruptive developments can we expect in the securitization of unguaranteed portions of SBA loans?
  • SBLC license opportunities
  • Small group forum, so you’ll have the chance to meet and speak personally with all speakers and participants
Acquire market-moving insights during these Summit sessions:

Monday, December 5, 2016

Reception at Kelley Drye
3050 K St NW #400, Washington, DC 20007
5:00 to 7:00 p.m.

Tuesday, December 6, 2016
House of Sweden
2900 K St NW, Washington, DC 20007

8:15 a.m. to 9:00 a.m. Breakfast

9:00 a.m. to 9:45 a.m.
2017 SBA 7(a) Secondary Market Update
Bob Judge
Government Loan Solutions, Inc.

Scott Evans
Sr. Managing Director
Government Loan Solutions, Inc.

9:45 a.m. to 10:30 a.m.
SBA and the Secondary Market
SBA’s attitude of how to structure investor returns in negative yield environment
Impact of fixed rate SBA 7(a) financing in a rising interest rate environment
Why there is a Negative impact to PARRiS score when selling to the secondary market

10:30 a.m. to 11:00 a.m.
Networking Break

11:00 a.m. to 11:30 a.m.
2017 SBA 504 Secondary Market Update
Chris Hurn
Fountainhead Commercial Capital

Tom Wallace
IDS Corporation

Howard Anderson
SVP, National Sales Manager
Zions Bank

Jon Winick
Clark Street Capital

11:30 a.m. to 12:00 p.m.
2017 USDA B&I Secondary Market Update
Chad Parker
Rural Business-Cooperative Service
Deputy Administrator

Claudette Fernandez
Rural Business-Cooperative Service
Acting Director
Education and Research Division

Vasu Srinivasan
Thomas USAF Group, LLC

12:00 Lunch
Keynote Speaker — President-Elect Trump Administration Update
Lee Terry
Member of the U.S. House of Representatives from 1999 to 2015 for the 2nd Congressional District of Nebraska
Senior Advisor, Kelley Drye & Warren
Lee Terry is a senior government relations and public policy advisor in the firm’s Washington, D.C. office. His practice focuses on government relations and public policy matters in the manufacturing, energy, environmental, telecommunications and data privacy and cybersecurity areas.

From 1999 to 2015, Mr. Terry represented the 2nd district of Nebraska in the U.S. House of Representatives. Throughout his career in public service, Congressman Terry helped shape federal policy in the energy, telecommunications and manufacturing industries, and championed the causes of business and commerce.

1:30 p.m to 2:00 p.m.
USDA renewable energy niche lending products and the Secondary Market
Jordan Blanchard
General Manager – Renewable Energy Lending
Live Oak Bank

Kelley D. Oehler
Branch Chief – Energy Division
USDA Rural Business-Cooperative Service

Vasu Srinivasan
Thomas USAF Group, LLC

2:00 p.m. to 2: 45 p.m.
Defaults and Voluntarily Prepayment Modeling and Prediction for Small Business Lending
Bob Judge
Government Loan Solutions, Inc.

2:45 p.m. to 3:15 p.m.
Networking Break

3:15 p.m. to 4:00 p.m.
SBLC Update Non-Bank Lender Licenses and the SBA Secondary Market

Marty Teckler
Kelley Drye & Warren LLP

Five Easy Ways to Register:

1) Previous customers need only to send an email to joseph@colemanreport.com with “Register SBA Secondary Market Summit” in the subject line. We will do all the paperwork and charge your credit card on file, or send you a PayPal request.
2) Call Customer Service at 818-790-4591 extension 1
3) Fax the order form to 818-790-7859
4) Mail the order form to: Coleman Publishing, 28081 Marguerite Pkwy, #4525 Mission Viejo, CA 92690-4525
5) Click “Add to Cart” to pay using PayPal

9th Annual SBA Secondary Market Summit

Make hotel reservations early to avoid disappointment

TheRiverInn1Our hotel for this event will be The River Inn, 924 25th Street, NW, Washington, DC 20035. We have a limited room block at the River Inn near the Swedish Embassy for $169/night, plus tax. A morning shuttle will run the four blocks from the hotel to the Swedish Embassy. For reservations, go to The River Inn or call 202-337-7600 now for best rates.
For more information, phone 818-790-4591, extension 1

Bob Coleman
Editor, Coleman Report
28081 Marguerite Pkwy, #4525 Mission Viejo, CA 92690-4525 | (818) 790-4591
(c) 2016 All Rights Reserved