Event Information

Monday, December 4, 2019

Reception at Blank Rome, LLP
Blank Rome LLP
1825 Eye Street NW
Washington, DC 20006
5:30 to 7:00 p.m.

Tuesday, December 5, 2019

8:15 a.m. to 8:45 a.m. Continental Breakfast Served

8:50 a.m. to 9:00 a.m.

Introduction and Opening Comments

Bob Coleman
Publisher, Coleman Publishing

Bob is the founder of the Coleman Publishing, a publisher of data, newsletters and reports; a producer of conferences, webinars and training videos — to help SBA lending finance become professional small business lending experts. His passion is getting capital to Main Street and Rural America’s small businesses.

9:00 a.m. to 9:45 a.m.

2019 SBA 7(a) Secondary Market Update — Using Big Data to Determine Prepayments Speeds — Where are we in the Cycle?

Panel: Bob Judge CEO, Government Loan Solutions

Scott Evans
Sr. Managing Director, Government Loan Solutions

Bob Judge and Scott Evans are the professional experts in the SBA Secondary Market industry. Their clients retain them to provide detailed analytical data to maximize the performance of their SBA secondary market investments. Their overview of what will happen in 2019 is a must attend event for sellers, brokers and buyers of SBA secondary market paper.

9:45 a.m. to 10:30 a.m.

Federal Government Regulation of the SBA Secondary Market — Changes in 2018 and 2019

SBA issued new regulations of SBA 7(a) loan pools that impact investor returns. Bob Judge will lead a discussion with SBA personnel to discuss the exact impact of the new regulations for the industry and the agency’s plans for 2019.

Moderated by Bob Judge
Special Invited Guest:
John M. Wade
Secondary Market Division
U.S. Small Business Administration

John is Chief of the SBA Secondary Market Division. He coordinates activities tied to the sale of SBA loan and debenture guarantee certificates. He provides direction and guidance on the delivery of SBA guaranteed investment securities, coordinates the review and government consent for SBA loan securitizations as well as secured credit facilities supported by SBA 7(a) loans.

10:30 a.m. to 11:00 a.m.

Networking Break

11:00 a.m. to 11:45 a.m.

Get Variable Rate SBA 7(a) Premiums for Fixed Rate Loans

A case study of Live Oak Bank’s efforts to establish a model that allows lenders to obtain variable rate SBA 7(a) premiums for fixed interest rate notes. A candid presentation will reveal the untapped opportunity, the unique challenges, and a potential solution for institutions wishing to further explore this model.

Corbin Penland
Pricing Manager, Live Oak Bank

12:00p Lunch sponsored by Thomas USAF

Senate Small Business Committee Chairman James Risch Confirmed as 2018 SBA Secondary Market Summit Speaker

As Senate Small Business Committee Chairman, Senator Risch has made it his legislative priority to not only increase the growth of Main Street and its small businesses, but to also cut through the red tape of regulation to ease the burden that many small businesses were experiencing.

Presentation of Coleman 2018 SBA Lending Awards
Presentation of SBA Secondary Market Hall of Fame Recipient
Keynote Speaker to be confirmed
Effect on the Election on the SBA Secondary Market

1:30 p.m. to 2:00 p.m.

NEW! What the Investor Wants from SBA 7(a) Loan Paper
Investor appetite for SBA 7(a) loan certificates drives the market. For the first time the Summit will host a panel of buyers of paper and IO strips who will disclose their thoughts of pricing and where the market is heading in 2019

Panel: TBA
Moderated by Bob Judge

2:00 to 2:30 p.m.

How the Farm Bill Affects the USDA Guaranteed Loan Secondary Market
Although smaller than SBA 7(a), USDA guaranteed loans are a very profitable niche for lenders and investors. The recently passed Farm Bill contains major changes to USDA guaranteed loan products. Invited USDA officials and industry leaders discuss the changes that impact the USDA secondary market.

Panel: USDA (Invited)
Moderated by Bob Coleman
Note: If USDA lending and the secondary market is important to you, plan on attending the Rural Lenders’ Roundtable the next day on Wednesday, December 5th in Washington D.C. Agenda and Registration details will be posted shortly here.

2:30 p.m. to 3:00 p.m Break

3:00 p.m. to 3:30 p.m.

NEW! Workout Modifications to the SBA 7(a) Sold to the Secondary Market

The panel will discuss the “prudent” lending servicing actions lenders must fulfill for loans sold to the secondary market. Importantly, this session will advise the lender what must be done when faced with entering into a workout agreement and modification of a loan that has been sold to the secondary market.

PANEL:
Bob Coleman
Lance Sexton
Executive Vice President, Bank OZK

Lance Sexton served as Deputy Director of the SBA Little Rock Commercial Loan Servicing Center managing the Servicing of SBA Loans, the liquidation of SBA Express Loans, and the Liquidation of SBA 504 loans in a 24 state area. Lance has 30 years of experience in the origination, servicing, and liquidation of SBA Loans, ten years of experience directly managing portfolios of SBA loans that are both performing and nonperforming, and six years of experience as a small business owner.

3:30 p.m. to 4:00 p.m.

The 2019 SBA 504 Loan Program Secondary Market

The SBA 504 loan first position secondary market continues to evolve as new participants enter the market. What will be new for 2019? Better data performance? Privatization? And what about SBA’s (unannounced) credit box of limiting hospitality and poultry loans impact on the secondary market.

Moderated by Jordan Blanchard
Panel TBA

4:00 Summit Adjournment