Coleman’s 8th Annual SBA Secondary Market Summit

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Meet, hear and network with influential banking, legal and finance experts, retail lenders, brokers, SBA secondary market paper investors and representatives of the federal government. Discuss the hottest issues that will affect your new business development and challenges—from burgeoning SBIC opportunities and regulatory tightening to loan structuring in the face of interest rate fluctuations and debates about 504 vs. 7(a) financing.

• Learn how to assess the high-return possibilities offered by Small Business Investment Companies and whether it makes sense to start your own
• Discover how the merits of SBA 504 and SBA 7(a) loans stack up as investment opportunities.
• What affect will recent fraud cases in excess of $180 million in the secondary market have on regulation and oversight over the coming year?
• Which disruptive developments can we expect in the securitization of unguaranteed portions of SBA loans?
• Which new players in the 504 secondary market can we expect to shake things up?
• Update on new and existing legal and regulatory hurdles—such as Basel III—facing the secondary SBA loan market
• Small group forum, so you’ll have the chance to meet and speak personally with all speakers and participants

Monday, November 30, 2015
Reception at Kelley Drye
3050 K St NW #400, Washington, DC 20007
5:00 to 7:00 p.m.

Tuesday, December 1, 2015
Swedish Embassy
2900 K St NW, Washington, DC 20007
8:15 a.m. to 9:00 a.m. Breakfast

9:00 a.m. to 9:30 a.m.
2016 SBA 7(a) Secondary Market Update
Moderated by Bob Coleman
Panelist: Bob Judge, CEO & Founder, Government Loan Solutions Inc.

Bob is a recognized expert in the valuation of SBA-related assets as well as the SBA secondary market and is the editor of the CPR Report®, a widely-read monthly publication that tracts SBA loan default, prepayment and secondary market activity. In the print media, Bob is a periodic contributor to the National Association of Government Guaranteed Lenders (NAGGL) newsletter, In Focus®, Coleman Publishing’s The Coleman Report® and has been quoted in the Wall Street Journal, the American Banker as well as other financial publications. Bob has also been a guest speaker and lecturer at various government lending industry events on the topics of asset valuation and the secondary market.

Panelist: Scott Evans, Founder, Government Loan Solutions, Inc.

In October 2006, Scott, along with Bob Judge, founded Government Loan Solutions, Inc. (GLS), with the purpose of bringing greater efficiencies and productivity to the SBA marketplace, through the use of technology.

9:30 a.m. to 10:30 a.m.
SBA and the Secondary Market
Moderated by Bob Judge

Panelist: John Wade, Financial Analyst, Office of Capital Access, SBA
Panelist: J.P. Bennett, Trader, Signature Securities Group
Panelist: Sylvia Merola, Managing Director – GL Trading & Trade Desk Operations, Coastal Securities
Panelist: David Barnes, Director, SBA and Government Guaranteed Trading, Stifel Financial

10:30 a.m. to 10:45 a.m.
Networking Break

10:45 a.m. to 11:30 a.m.
2016 SBA 504 Secondary Market Update
Moderated by Jordan Blanchard, 504 Secondary Markets, Government Loan Solutions, Inc.

Panelist: Joe Bonora, Co-Founder and Managing Director, Aileron Capital Management

Joseph Bonora is co-founder and Managing Director of Aileron Capital Management. Mr. Bonora has over 15 years experience in the finance industry, and has extensive knowledge of structured finance and commercial real estate lending. Prior to forming Aileron Capital Management, Mr. Bonora was Vice President at LCG Capital Group, a boutique investment bank located in Tampa, FL. While at LCG, Mr. Bonora was in charge of the structuring and placement of real estate backed debt, as well as junior and senior corporate debt.

Panelist: Chris Hurn, CEO and Founder, Fountainhead Commercial Capital

In 2002, he founded Mercantile Capital Corp., which specialized in lending to small business owners (first in Florida, but then the company began operating nationwide) using the SBA 504 program. Chris sold Mercantile to Orlando-based Old Florida National Bank late in 2010. When Old Florida reached a deal to be acquired by IberiaBank in 2014, Chris saw this as an opportunity to return to his entrepreneurial roots and create Fountainhead, making not only interim second mortgages (like Mercantile), but also focusing on ground-up construction loans and becoming an active first mortgage lender for SBA 504 loans.

Panelist: Howard Anderson, SVP, Zions Bank

Howard Anderson is senior vice president and national sales manager for Zions National Real Estate, a nationwide secondary market program for originating and purchasing commercial real estate secured first mortgage loans in conjunction with the SBA 504 loan program and similar conventional mortgages for both owner-user and investor properties. He has been with Zions for the past 18 years and has been in banking for 36 years, most of which have been in commercial lending including the last 20 in SBA lending.

Panelist: Sanat Patel, Co-Founder & EVP Business Development, Avana Capital

Sanat Patel has been in the commercial banking industry for over two decades and heads up Business Development in addition to Credit & Risk Administration at AVANA Capital. Sanat enjoys meeting business owners and bringing them solutions for them to grow their business. With over 24 years of experience, Sanat’s strength is being adaptive and driven in all aspects of his work. His sense of reward is in being a contributor to the success of his team and his clients.

11:30 a.m. to 12:15 p.m.
2016 USDA B&I Secondary Market Update
Moderated by Bob Coleman
Panelist — John Broussard, Director, Business and Industry Division, USDA Rural Development
Panelist: Brenda Griffin, Branch Chief, Rural Business-Cooperative Service, USDA

Panelist — Vasu Srinivasan, President, Thomas USAF Group, LLC

Vasu is President of Thomas USAF Group, LLC. He handles all secondary market functions involving purchase and sale of government guaranteed loans as well as institutional and investor relations. He has addressed various secondary market related industry forums over the years. Prior to that he was the Chief Credit Officer and Chief Financial Officer of B&I Lending, the nations’ largest non-bank lender in the USDA B&I program. He is one of the few people in the industry with both secondary market as well as lending experience.

12:15 p.m. Lunch Sponsored by PayNet Inc.
NEW! Secondary Market Summit Hall of Fame Presentation

Keynote speaker — Why you need to be involved with the SBIC Program
Kel Landis, Plexus Capital
Kel, a co-founder and Partner at Plexus Capital, has over 30 years of experience in banking, financial services, investment management, and private capital. He leads the fundraising efforts for the firm, serves on the investment committee, and is active in sourcing new investment opportunities and overseeing portfolio companies.

1:15 p.m to 2:15 p.m.
What you need to know about the SBIC Program
Presented by: Martin Teckler, Partner, Kelley Drye
Mr. Teckler is a frequent speaker on SBIC, Certified Development Company, and Small Business Lending Fund matters. He participates in, and has presented before, the Small Business Investor Alliance and the National Association of Government Guaranteed Lenders.

2:30 p.m. to 3: 45 p.m.
Securitization of the SBA 7(a) Unguaranteed Loan
Moderated by Bob Coleman
Panelist: John Wade, Financial Analyst, Office of Capital Access, SBA
Panelist: Martin Teckler, Partner, Kelley Drye
Panelist: Chris Howley, Managing Director, Sandler O’Neill + Partners

4:00 to 4:30 p.m.
How Rising Interest Rates affect the SBA Secondary Market
Moderated by Bob Coleman
Panelist: Bob Judge, CEO & Founder, Government Loan Solutions Inc.

Panelist: Karen Bean, Vice President, Signature Securities

Mrs. Bean is registered with FINRA as a Broker (sometimes referred to as a broker-dealer registered rep, or RR). Brokers are the sales personnel who work for larger brokerage firms. These firms (also known as broker-dealers) are in the business of buying and selling securities such as stocks, bonds, mutual funds and other investment-related products. These firms are also registered with FINRA and can engage in securities transactions on behalf of its customers (as broker) or for its own account (as dealer).

Panelist: David Barnes, Director, SBA and Government Guaranteed Trading, Stifel Financial Corp.
Panelist: Frank Keane, Fiscal Agent, SBA 504 Loan Program, NADCO

Five Easy Ways to Register:

1) Previous customers need only to send an email to joseph@colemanreport.com with “Register Forum” 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, 607 Foothill Blvd., #546, La Cañada, CA 91012

5) Click here for paying using PayPal

8th Annual SBA Secondary Market Summit

Registration $995.00 USDAdditional Attendee $895.00 USD

Our 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.

Bob Coleman
Editor, Coleman Report
607 Foothill Blvd # 546 | La Cañada, CA 91012 | (818) 790-4591
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