2017 Secondary Market Summit

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Announcing the 10th Annual 2017 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 5, 2017
Blank Rome LLP
1825 Eye Street NW
Washington, DC 20006
Event Details

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

We’ll discuss the outlook for the SBA secondary market in 2018.

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, Blank Rome, LLP

Prepare your organization for these opportunities and challenges:
  • NEW this YEAR — Using 504 Debentures for Investment Credits
  • Secondary Market Opportunities in USDA Energy Loans
  • Securitization of the SBA 7(a) Unguaranteed Loan Tranche
  • SWAP vs Fixed Interest Rate Structures and the Secondary Market
  • How Big Data Impacts the Secondary Market
Acquire market-moving insights during these Summit sessions:

Monday, December 4, 2017

Reception at Blank Rome, LLP
Blank Rome LLP
1825 Eye Street NW
Washington, DC 20006
5:00 to 7:00 p.m.

Tuesday, December 5, 2017

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

9:00 a.m. to 9:45 a.m.
2018 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

John M. Wade
Secondary Market Division
U.S. Small Business Administration

Moderated by Bob Judge

NEW! Changes to SBA Secondary Market Program

SBA published a Federal Register notice on October 16th changing the formula how SBA’s allocates principal and interest payments for SBA 7(a) Registered Holders of Pool Certificates resulting from pool loan prepayments.

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

11:00 a.m. to 11:45 a.m.
Fixed Rate Swaps for SBA 7(a) Loans
Katharine Bray
Director of Sales and Trading
Vining Sparks

12:00 Presentation of Coleman 2017 SBA Lending Awards

Keynote Lunch Sponsored by:

1:30 p.m. to 3:00 p.m.
USDA Niche Lending Programs and the Secondary Market
Business & Industry Loan Program
New Market Tax Credits
Rural Energy Loans 9003 and 9007
Community Facility Loan Program
Water Guaranteed Loan Program

Moderated by Jordan Blanchard
General Manager – Renewable Energy Lending
Live Oak Bank

Kelley Oehler
Branch Chief – Energy Division

Mark Brodziski
Deputy Administrator Energy Programs

Jeremy Gilpen
Vice President
Greater Nevada Credit Union

3:00 to 3:15 Break

3:15 to 4:00
2018 SBA 504 Secondary Market Update
Moderated by Jordan Blanchard

Chris Hurn
Fountainhead Commercial Capital

Frank Keane
SBA 504 Fiscal Agent

Bob Judge
Government Loan Solutions, Inc.
4:00 Summit Adjournment

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

10th Annual SBA Secondary Market Summit

Bob Coleman
Editor, Coleman Report
28081 Marguerite Pkwy, #4525 Mission Viejo, CA 92690-4525 | (818) 790-4591
(c) 2017 All Rights Reserved