DALLAS, TX (August 14, 2014) -- With a spotlight on residential mortgages, commercial real estate, and commercial & industrial loans, ALM First Financial Advisors is hosting a free webinar, “Loan Participations and Whole Loan Trading,” on Wednesday, August 27 at 10:30 a.m. CDT.
The educational event will provide an overview of the loan transaction process and examples of potential trading partners. Attendees will also discuss collateral considerations for pricing purposes, as well as pricing techniques and limitations. CPE credit opportunities are available.
According to Kevin Kirksey, Strategic Solutions Group Manager at ALM First, credit unions spend a lot of time conducting their pre-trade analysis on bonds, but too little time evaluating their loan participations and whole loan trades.
“With less transparency than the securitized universe, it is imperative that credit unions understand common transaction mechanics and valuation considerations when conducting loan participations and trades,” he said.
Kirksey will lead the webinar, drawing from his experience in whole loan trades analysis and securitizations. His background also includes performing mortgage valuations for various capital raises, mergers, and IPOs. At ALM First, he oversees merger valuations, ALM model validations and hedging strategy relationships.
To register for the “Loan Participations and Whole Loan Trading” webinar, visit http://www.almfirst.com/lpandwlt/or call (800) 752-4628. To learn more about ALM First, visit www.almfirst.com.
About ALM First
ALM First Financial Advisors, LLC is a leading, trusted strategic partner for financial advisory services. With more than $18 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 175 financial institutions across the country. Since 1995, financial institutions have relied on our industry expertise in formulating strategies to manage risk and enhance return to help them manage their balance sheets and investment portfolios. For more information, call (800) 752-4628, or visit www.almfirst.com