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eTrain: Loan Participations: A Tool for Liquidity, Managing Risk, & Balance Sheet Allocation

Loan Participations: A Tool for Liquidity, Managing Risk, & Balance Sheet Allocation

While there are accounting and operational requirements, buyers and sellers can use loan participation to manage liquidity and achieve higher yields.

In this overview of loan participation, Jeff Hamilton of Catalyst Corporate FCU will familiarize you with the types of loan participation transactions and their unique characteristics. You’ll learn about:

  • Key characteristics of participations and their structure
  • Regulatory and accounting requirements
  • Balance sheet management considerations
  • Buyer and seller roles and responsibilities
  • Issues to consider when buying and selling

Who Should Attend?
Credit union professional who manage or determine policy and procedures for loan participations, particularly in these departments:

  • Lending
  • Operations
  • Risk Management
  • Accounting

Meet the presenter, Jeff Hamilton, CFA:
Jeff Hamilton is vice president of Catalyst Corporate’s member credit department, managing lending activities including the agent loan participation program and derivative hedging program. Jeff previously spent 13 years at Western Corporate FCU where he founded and led the Financial Solutions Group, WesCorp’s ALM consulting service. He also served as vice president of research and member lending and vice president of portfolio management.

Prior to joining WesCorp, Jeff has worked in a variety of financial management roles, including serving as the chief investment officer for the Texas State Treasury and as vice president at Boatmen’s Bancshares in St. Louis, MO. He also was the founder/principal of a full-service real estate practice that focused on representation of buyers. He is a Chartered Financial Analyst and has his FINRA Series 7 license.

Registration Investment: FREE for Power Learner Passport
$189 for UCUA Member Non-PLP Purchase

$378 for UCUA Non-League Members

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