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How Banks Are Powering Growth with Loan Sales

When: September 17, 2025 at 11am PT / 2pm ET

Banks that once treated loan sales as a last resort are now using them to create balance sheet flexibility and fuel growth. For some, that means selling loans to free capital for new lending. For others, it means buying loans to gain exposure and serve customers they couldn’t otherwise reach. Either way, loan sales are helping community and regional banks stay competitive while keeping customer relationships intact.

In this live session, John Roberts, Head of Markets at Capstack, will share:

  • How banks are structuring loan sales to free capital for growth

  • Real examples of deals that created flexibility without losing borrowers

  • What boards and regulators want to hear when these decisions are made

You’ll leave with practical examples of how banks are making loan sales a core part of their growth strategies today.

Can’t join live? Sign up and we’ll send you the recording.

John Roberts
Head of Markets, Capstack Technologies

John is a 30-year veteran of global fixed income markets. He has held senior leadership roles at JPMorgan, Lehman Brothers, and Barclays, served as a senior officer and board member of SIFMA, and was appointed by the New York Federal Reserve to the Treasury Markets Practices Group. His expertise spans portfolio management, risk, and asset-liability management — bringing community and regional banks the perspective of both Wall Street and Main Street.