SBA 7th Annual Secondary Market Forum
7th Annual SBA Secondary Market Forum
Where Wall Street Meets Main Street
Tuesday, December 2, 2014
Bingham Penthouse Conference Room
2020 K Street, NW (11th floor)
Washington, DC 20006
Download Registration Form
For the seventh consecutive year, national leaders from SBA lenders, SBA broker dealers, SBA secondary market paper investors and the federal government.
This is the only event where all major stakeholder groups meet annually to discuss the key issues affecting SBA’s 7(a) and 504 markets. Past attendees have included retail lenders, CDC’s, broker-dealer buyers, non-bank lenders, investors, SBA, and loan service providers.
Hosted by Marty Teckler of the Bingham law firm in their K Street penthouse Conference Center this is the must-attend event to attend for anyone with an interest in the SBA secondary markets.
Conference co-chairs Bob Coleman of the Coleman Report and Government Loan Solution’s Managing Director of SBA 504 Secondary Market’s, Jordan Blanchard, will moderate an intensive day of discussions of advanced SBA secondary market issues.
Topics at this year’s forum include
SBA 7(a) Topics
• Offer Fixed Rate 7(a) Loans, Receive Adjustable Rate Premiums
• Current & Forecasted SBA 7A Secondary Market Update
• It’s Back! The market for the SBA 7(a) non-guaranty potion of the loan
SBA 504 Related Topics
• Funding Very Large SBA 504 Loans, Including Using Green 504 Loans For Multiple Projects
• The EB5 Visa Program & SBA 504 Lending
• SBA Secondary Market 2015 Outlook
Preliminary Agenda (These are confirmed speakers. The agenda will fill in as others confirm.)
8:30 am to 9:00 am
Registration and Continental Breakfast
9:00 a.m. to 9:45 a.m.
Keynote Address
Offer Your Client A Fixed Rate 7(a) Loan & Receive An Adjustable Rate Premium
Ed Kofman, CFA, Managing Director
Center State Bank
9:45 a.m. to 10:30 a.m.
The SBA 7(a) Secondary Market Update
Moderated by Bob Judge, Chief Executive Officer, Government Loan Solutions
Scott Evans, Principal, Government Loan Solutions
10:30 a.m. to 11:00 a.m. Networking Break
11:00 to 11:30 a.m.
The Emerging Secondary Market for the portion of the SBA 7(a) unguaranteed loan
Moderated by Bob Coleman, Editor, Coleman Report
Bob Judge, Chief Executive Officer, Government Loan Solutions
11:30 a.m. to 12:15
SBA’s Perspective and Current Attitude toward the SBA 7(a) Secondary Market
Moderated by Bob Coleman, Editor, Coleman Report
12:15
Luncheon Keynote Speaker
Ann Marie Mehlum, SBA Associate Administrator for the Office of Capital Access (OCA)
Ann Marie Mehlum currently serves as the SBA’s Associate Administrator for the Office of Capital Access (OCA). The Associate Administrator for OCA is a member of the senior leadership team at the SBA and is responsible for balancing the need to make capital available to small businesses with the obligation to provide appropriate monitoring and oversight to protect taxpayer dollars and ensure program sustainability.
1:30 p.m. to 2:15 p.m.
The SBA 504 Secondary Market Update
Moderated by Bob Coleman, Editor, Coleman Report
Panelists
Barbara Vohryzek, President and CEO, NADCO
Barbara Vohryzek is the President and CEO of the National Association of Development Companies (NADCO). Her background, as the Founder and Executive Director of California Statewide Certified Development Company (CDC) as well as the Founder & Director of Community Business Bank, has empowered her to understand the CDC industry and the 504 loan program from every angle. With over 30 years of experience in economic development and lending, including 25 years of experience directly with the 504 loan program, Vohryzek ranks among the most knowledgeable advocates for small business and capital access in the United States.
Frank Keane, Fiscal Agent for DCF LLC
Frank Keane has 30-years’ experience in capital markets trading, risk management and regulatory compliance. He is a former director at Merrill Lynch GSI and Managing Director at Banc of America Securities. Since 2008, Frank has been President and Chief Compliance Officer of Eagle Compliance LLC, a firm specializing in Broker/Dealer Operations and Anti-Money Laundering audits. His educational background is: BA – Economics, New York University; MA – Management, Seton Hall University; and FINRA Institute/ Wharton – Certified Regulatory Compliance Professional.
Jordan M. Blanchard, Managing Director- SBA 504 Secondary Markets, Government Loan Solutions, Inc
Government Loan Solutions Managing Director of SBA 504 Secondary Markets. Responsible for researching, developing and establishing secondary market outlets for SBA 504 first lien lenders.
2:15 p.m. to 2:45p.m.
Learn About Structuring Very Large 504 Transactions; Learn How Green 504 Loans Can Assist In Financing Numerous Large Transactions For The Same Borrower
Moderated by Bob Coleman, Editor, Coleman Report
Panelists: Jordan Blanchard, Managing Director of SBA 504 Secondary Market, Government Loan Solutions
Sanat Patel, Co-Founder & EVP Business Development, Avana Capital
2:45 p.m. to 3:15 p.m. Networking Break
3:15 p.m. to 4:00 p.m.
The EB5 Visa and the SBA 504 Loan
Moderated by Bob Coleman, Editor, Coleman Report
Fred Mills, President & CEO, Business Loan Capital
Joseph Bonora, Managing Director, Aileron Capital Management
4:00 p.m. to 4:30 p.m.
SBA Secondary Market Forum Takeaways
Moderated by Bob Coleman, Editor Coleman Report
Charles Green, Director, Small Business Finance Institute
Your conference co-chairs
Bob Coleman
Editor
Coleman Report
Bob Coleman is the Author of “Money Money Everywhere and Not a Drop for Main Street“. Coleman is the Editor of the Coleman Report, a trade newsletter for small business bankers. Bob is the nationally recognized expert on small business financing. Bob has appeared on Fox Business News and CNN and has been quoted by all major financial media outlets including the Wall Street Journal, New York Times and Bloomberg. Bob has spoken at numerous small business banking events across the United States, including international engagements in the U.K. and Germany. Coleman has a B.A. in Medieval History from the University of California Santa Barbara and a M.B.A. in Real Estate Finance from the University of Southern California.
Bob Judge
Editor
CPR Report
Bob Judge, Partner, Government Loan Solutions
Bob is the recognized national expert in the valuation of SBA-related assets and the SBA Secondary Market. In the print media, Bob is a periodic contributor to the NAGGL newsletter, In Focus, Coleman Publishing’s The Coleman Report. He has been quoted in the Wall Street Journal, the American Banker as well as other financial publications. Bob has been a guest speaker and lecturer at various government lending industry events on the topics of asset valuation and the secondary market. Bob holds a B.A. in Economics from Vassar College and an M.B.A. in Finance from the Stern School of Business at New York University.
Jordan Blanchard
Portfolio Manager, The Pennant 504 Fund
GLS is the nation’s premier SBA 7A secondary market expert. GLS provides sales and settlement service to SBA 7A lenders wishing to sell 7A loans on the secondary market. Services include bid procurement, gain on sale calculations, and servicing rights valuation. Jordan’s current role within GLS is to expand 504 secondary market opportunities for SBA 504 first lien lenders. The focus is the launch of the Pennant 504 Fund, a closed-end mutual fund organized under the Investment Company Act of 1940.
4:30 p.m. to 6:30 p.m.
Reception at Bingham
Sponsored by:
Who should attend:
SBA Lending Managers
Lender Chief Financial Officers
CDC Executive Directors
SBA Broker Dealers
SBA Pool Assemblers
Government Agencies
Pool Investors
Shouldn’t you be there, too?
The cost for the Conference is $995.
Checkout the list of previous attendees
Five easy ways to Register!
1) Previous Coleman customers need only to send an email to joseph@colemanreport.com with “Register” and the date of the webinar 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
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