Why Banks Are Rethinking Loan Sales
On-Demand Recording
Community and regional banks face tighter capital and concentration limits while borrower demand continues to grow. Loan sales and participations are becoming a key tool to stay competitive, but the market is shifting quickly.
In this live session, John Roberts, Head of Markets, will share:
• What’s driving today’s loan sale and participation activity
• Real examples of loans moving between banks right now
• Practical tools to prepare for board questions and streamline participation workflows
You’ll leave with a clearer picture of how peer banks are approaching loan sales and a few takeaways you can put to work immediately.
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.
