Loan Marketplace Overview: How Banks Are Using Capstack
When: December 3, 2025 at 11am PT / 2pm ET
Banks are taking a fresh look at direct loan sales. This session for Oregon Bankers Association members walks through how the Capstack marketplace works today and what banks are doing once they’re inside.
John Roberts, Head of Markets, will give a practical walkthrough of the platform. You’ll see how listings flow through the marketplace, how buy requests work, and how banks use Capstack Analytics to understand counterparties and compare themselves to peers.
We’ll cover:
• How the marketplace works from listing to negotiation
• What’s being posted and how banks review opportunities
• How buy requests signal demand
• How banks use Analytics to evaluate counterparties and prepare for discussions
This is a simple, direct session built for OBA members. Whether you’ve joined the platform already or not, it will give you a clear look at how peer banks are starting to use Capstack and what you can expect when you log in.
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.
Andee Rose is Senior Vice President of Synergy by Association and Senior Vice President, Marketing & Communications Director for the Oregon Bankers Association(OBA). She oversees Synergy’s business development, partner program growth, and service delivery across a multi-state footprint while leading all marketing and communications for Synergy, OBA, and the OBA Education Foundation. During her nearly two decades with the organizations, Andee has spearheaded initiatives such as Oregon Community Bank Week, established the Linda W. Navarro Trailblazer Award, and helped transform Synergy into a service-oriented partner to multiple state bankers associations. She is a graduate of Portland State University and a past board member of Oregon Jump$tart.