Advanced Lending Techniques Through Loan Hedging
. Please Note --> This is a Past Event!! .

Date: 4/21/2017
Time: 11:00 AM TO 1:00 PM

Webinar


Phone:
410-269-5977


Event Description:

In an unprecedented interest rate environment, we will share strategies that allow lenders to address these essential questions: How can I offer a longer fixed rate loan when competing with a national bank? How can I make my loan instantly profitable through an additional source of non-interest income? How can I embed a prepayment penalty so my prospect does not have to come out of pocket? How can I offer a construction loan with a committed fixed-rate takeout? How can I offer borrowers the most value while maximizing relationship retention rates for the bank?

What You Will Learn:

  • Learn how to win loans in a highly competitive environment while maximizing yield for the bank.
  • Understand the key differences in a community bank’s potential value proposition versus national and regional banks with fragmented business units.
  • CenterState Bank will share internal strategies that have boosted ROA by 100 bps and diminished relationship runoff by 80%.

Audience
CEO, CFO, Full lender track from Chief Lending Officer to business development officers

Speaker
Mr. Ed Kofman is the Managing Director and Head of Loan Trading and Hedging at CenterState Bank of Florida NA. Mr. Kofman served as Managing Director at a bankers' bank. Mr. Kofman has over 20 years of experience in the financial services industry. He served as Financial Risk Manager of Wells Fargo Bank's Capital Markets group. He was responsible for the production of capital allocation tools and risk-adjusted return on capital models at Bank of America. He served as a Credit Loan Officer and Director of Corporate Finance Group at Scotia Capital and Bank of Nova Scotia. He has corporate, securities and tax law experience and practiced corporate/commercial law. He is also a co-author of a book titled Successful Lender's Field Guide. Mr. Kofman has Bachelor of Science from the University of Toronto and has joint MBA/JD from York University. He holds a CFA designation.

MBA Member Price: $265

On-Demand Price: $295

What is a Webinar?
A webinar is an online seminar featuring audio, PowerPoint and other interactive features. The program may be viewed on most devices. No special hardware is needed; however, speakers or headphones are required. The program consists of 105 minutes of instruction and 15 minutes live Q&A. Each Live Webinar registration provides one connection to the webinar, materials and access to the On-Demand Webinar for 30 days. You may have unlimited listeners on your connection.

An On-Demand Webinar is a webinar that has been recorded and can be viewed at your convenience (24/7). Anyone at your branch may access the program online using the login. With an On-Demand Webinar, you have 6 months unlimited access to the program from the date of purchase (access to the live webinar is not included).


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For general inquiries email us at:  cgentilcore@mdbankers.com
 


           


 
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