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Leveraged Lending, Finance & Underwriting for Financial Institutions

Revolutionizing Leveraged Lending and Underwriting Practices to Minimize Risk Exposure, Bolster Portfolio Soundness, and Achieve Compliance

3-4 May 2017
DoubleTree by Hilton Hotel Metropolitan, New York, NY, United States of America


Why You Should Attend

Leveraged Lending, Finance & Underwriting for Financial Institutions

Growing regulatory pressure on banks has created the opportunity for non-banks to stake a claim to loans that would otherwise face regulatory scrutiny. With this heightened aggression and competitive landscape, it is vital to work and manage leveraged loans, and understand all aspects of risk that play into the various functions. In an ever-changing market the industry must now utilize and link regulatory strategy with business strategy.

Key Topics

  • Identify the appropriate risk exposure limits through current market conditions to satisfy regulator expectations
  • Transform the Interagency Guidance language into tangible policies and procedures
  • Analyze the role of a traditional bank versus a non-bank (institutional loan market) to capitalize on the current leveraged lending landscape
  • Establish a portfolio risk framework around the concentration limits specific to an organization
  • Master underwriting policies and procedures to best manage leveraged finance portfolios and guarantee transparency

    • Previous Attendees Include

    Bank of America, BMO Harris Bank, Capital One, Citibank, Deutsche Bank Group, Fifth Third Bank, First Citizens Bank, First Niagra, GE Capital, HSBC Holdings, JPMorgan Chase, Liberty Mutual Group, Morgan Stanley, People's United Bank, Scotiabank, SunTrust Bank, TD Bank Group, TIAA-CREF, Zions Bancorporation, and many more!


    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

    Stathis Karanikolaidis
    Managing Director, Leveraged Finance
    J.P. Morgan

    Britt Canady
    Managing Director, Head of Middle Market Leveraged Finance
    Bank of America Merrill Lynch

    Katie Jones
    Managing Director, Leverage Finance
    BMO Capital Markets

    Thomas F. Lyons
    Chief, Policy and Program Development, Division of Risk Management Supervision
    FDIC

    David M. Harnisch
    EVP, Head of Commercial Banking Underwriting & Portfolio Management
    Citizens Bank

    Brian Harrer
    Managing Director, SVP, Loan Capital Markets
    U.S. Bank

    Jef Fowler
    Managing Director, Syndicated Finance
    KeyBanc Capital Markets

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

    Click Here For Full Agenda

    Voice of Our Customers
    • “Enjoyed the conference & appreciate the opportunity to be a speaker. Great mix of bankers & bank regulators & vendors in a workable size.” - Federal Reserve Bank of New
    • “It was great to hear from the regulators of the panel plus separate presentations. This helped solve some of the mystery behind what they expect from the banks especially on tricky topics.” - M&T Bank
    • “Overall the seminar was very good and I would look to attend again in the future.” - PNC Bank
    • “Great topics and speakers.” - Signature Bank
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    Event Contact

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

    Kirill Pokotilov

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

    Telephone:     312-540-3000 Ext: 6313
    Fax: 312-894-6304
    Email: kirillp@marcusevansch.com