November 16, 2020
Balance Sheet Management – Smart tactics for getting started
(12-12:30 ET) So You’d Like to Sell? Discussing initial steps to selling participations.
(12:30-1 ET) Too Shy or Ready to Buy? Best practices for novice participation buyers.
November 17, 2020
Lower for Longer – Strategies for managing through low interest rates
(12-12:30 ET) Participations 20/20 for 2021: Visibility into how technology, standardization, and broader access are enabling new balance sheet management strategies.
(12:30-1 ET) Fighting NIM Compression? How participation sales increase yield while diversifying risk.
November 18, 2020
Blocking and Tackling – Managing operations
(12-12:30 ET) What’s the Risk? Latest trends on reporting, compliance, CECL and risk management.
(12:30-1 ET) How IT can Help: From data extraction to success.