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2nd Annual Leveraged Lending, Finance & Underwriting for Financial Institutions

Optimizing on Business Recapitalization, Middle Market Lending, Collateralized Loans and Leveraged Finance Guidelines

2-3 May 2018
Downtown Conference Center | New York, NY, United States of America

Why You Should Attend

2nd Annual Leveraged Lending, Finance & Underwriting for Financial Institutions

In the current regulatory environment, banks have been struggling to implement leveraged loans under specific circumstances. Given the recent congressional changes, the leveraged lending guidelines maybe completely lifted. Highly leveraged companies need to stay up to speed with the latest in terms of leveraged finance. Non-bank lenders have become more prominent in this space and banks are becoming more interested in expanding their views in leveraging finance in this space.

The 2nd Annual Leveraged Lending, Finance & Underwriting Conference will address key topics such as the asset backed lending environment, syndication of private debt in BDCs, proving capital in various CLOs, leveraging finance from non-banks, natural acquisition in M&As, the future of LIBOR, middle-market lending, regulatory updates, upcoming congressional changes, viewing distressed credits and default recoveries, addressing the current market in leveraged finance, the future of interest rates, and more!

Key Topics

  • Strengthen internal leveraged lending policies around the guidance by sharing institutional best practices, ideas and validation with CIBC
  • Discuss development in credit flow funds and the syndication of private debt in BDC's with Imperial Capital LLC and Chatham Capital
  • Compare bank versus non-bank financing in the leveraged lending space with Chatham Capital
  • Understand the GAO Ruling of the Interagency Leveraged Lending Guidance to institute a common ground and improve leveraged lending principles with Pinnacle Financial Partners
  • Address the uncertainty of interest rates and leadership, and build a book a business under the current regulatory requirements with Bank of America
  • Previous Attendees Include

    AIG Investments
    Bank Of America
    Bank of Montreal Financial Group
    Bank United
    BCI Miami
    Board of Governors of the Federal Reserve System
    Cadence Bancorp LLC
    Capital One
    Chemical Bank
    Citizens Bank
    Development Bank of Japan
    Enterprise Bank & Trust
    First Midwest Bank
    Goldman Sachs
    ING Capital LLC
    J.P. Morgan
    KeyBanc Capital Markets Inc.
    M&T Bank
    OCC - Office Of The Comptroller
    Pacific Mercantile Bank
    Peapack-Gladstone Bank
    Pinnacle Financial Partners
    Royal Bank of Canada
    Santander Bank
    Silicon Valley Bank
    State Street Bank
    Sumitomo Mitsui Banking Corporation
    SunTrust Banks Inc
    Texas Capital Bank
    The PrivateBank
    US Bank
    Webster Bank
    Woodforest National Bank

    Why Choose marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.

    Event Partners

    Practical Insights From

    Morgan Lyons
    Head of Capital Markets
    First Midwest Bank

    Mark Cabana
    Head of US Short Rates Strategy
    Bank of America

    Jinx Wheeler
    Credit Risk Senior Director - Leveraged Lending
    Citizens Bank

    Steve Remelius
    Managing Director, Structured Finance Group

    William Wilson
    Managing Director, Head of Leveraged Lending
    Imperial Capital LLC

    Andrew Brady
    Managing Director & Leveraged Loan Portfolio Manager
    Marathon Asset Management

    Paul A. Tymosko
    SVP - Director of EVL Leveraged Finance
    Enterprise Bank & Trust

    Bill Pyle
    Managing Director, Capital Markets and Syndicated Finance
    Texas Capital Bank

    Click Here For Full Agenda

    Voice of Our Customers
    • “Wonderful, informative, relevant speakers of both large and small banks!” – RBC
    • “Great opportunity to learn, network and share experiences with market participants.” – State Street
    • “Thanks for doing a great job with this conference.” – Enterprise Bank & Trust
    • “Very valuable conference. Industry leaders with significant experience sharing their views and insights.” – Federal Home Loan Bank of Chicago
    • “Very informative and the collaborative networking was great!” – Synchrony Financial
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    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    John Hummel

    NBC Tower, 9th Floor
    455 North Cityfront Plaza Drive
    Chicago, IL 60611

    312-540-3000 Ext: 6327
    Fax: 312.894.6304