11:30 am to 11:40 am - Opening Remarks by Bob Coleman, Publisher, Coleman Publishing

11:40 am to 12:20 pm - Status of 7(a) Secondary Market

• Current status
• Prepayment trends
• Defaults versus voluntary prepayments
• Profile of current pool investors

Speakers: Scott Evans, Partner, Government Loan Solutions
Craig Cline, Managing Director and Government Guaranteed Products Trader, Coastal Securities

12:20 to 1:00 pm Status of 504 Secondary Market

• Status of 504 pooling project
• 504 pooling terms and conditions
• 504 prepayment analysis
• Who might become a 504 pool originator?

Speakers: Tom Wallace, President, IDS Corp.
John Winick, President, Clark Street Capital

1:00 pm to 1:15 pm - Break

1:15 pm to 2:00 pm - TALF terms and conditions for SBA Pools

• An update of TALF for SBA pools
• 7(a) pool specifics
• 504 pool specifics
• Determining returns
• Finding pools for TALF
• Risks and what happens at the end of the loan term?
• What is the impact on the 7(a) and 504 secondary market?

Speaker: Bob Judge, Partner, Government Loan Solutions
DL Auxier, Senior Vice President, Morgan Keegan

2:00 pm to 3:00 pm - Break

3:00 pm to 3:45 pm - Treasury Direct Purchase Program

• Status of Treasury purchases
• Who is handling the purchases?
• What prices are being paid by the Treasury?
• What will be the impact on the 7(a) secondary market?

Speakers: Rob Herrick, Partner, Government Loan Solutions
Chris LaPorte, Pool Assembler, Coastal Securities
D. Ann Komar, Executive Vice President, Coastal Securities

3:45 pm - 4:00 pm - Break

4:00 pm - 4:30 pm - FAS 166 (Amendment to FAS 140) and Gain On Sale Accounting

• Do SBA lenders still have Gain On Sale Accounting?
• Premium Sales and FAS 140
• Par Sales and FAS 140
• Implications for lender balance sheets
• Implication for the secondary market

Speaker: Bill McGaughey, Executive Vice President, Excel National Bank

4:30 pm to 5:00 pm - Conclusion

• Where is the secondary market headed?
• Will TALF and/or TDPP be effective?
• What will the secondary market look like in 2010?

REGISTRATION FORM

REGISTER ONLINE

Bob Judge is a partner with GLS, editor of the CPR Report and webmaster for Talf.info. Bob is considered an expert in the SBA secondary market and SBA pool investing, as well as the structure of the TALF program.

Bob possesses a BA in Economics from Vassar College and an MBA in Finance from the Stern School of Business at New York University.

In 2009, Bob was named one of the 20 most influential people in the SBA lending industry by Coleman Publishing.

Bob Coleman will moderate this forum, in order to keep us on task and make sure we cover the ambitious agenda.

The ground rules? This will not be a gripe session. The goal is to educate, meet other SBA professionals, and come away with a greater understanding of the entire SBA process.

SBA, NY Fed, and US Treasury representatives have been invited to attend this forum.

NOTE: We do not expect them to participate, simply observe and understand  our concerns and recommendations.

Forum Fees

• SBA Bank and Non-Bank Lenders
  Participation in online conference - $495
  Participation WITH DVD/transcript - $545
  Only DVD/transcript - $495
  Additional Location - $195
  
• Pool Assemblers
  Participation in online conference - $695
  Participation WITH DVD/transcript - $745
  Only DVD/transcript - $695
  Additional Location - $195
  
• Investors*
  Participation in online conference - $395
  Participation WITH DVD/transcript - $445
  Only DVD/transcript - $395
  Additional Location - $195
  
• Regulators (SBA, Fed, Treasury)
  Participation in online conference - $195
  Participation WITH DVD/transcript - $245
  Only DVD/transcript - $195
  Additional Location - $195
  

*Investor rate reserved for those who purchase, or plan to purchase, significant portions of SBA pools.

Registration (Five easy ways to register)

• Call Joe Coleman at 626-824-9431
• Register Online
• Send an email to bob@colemanpublishing.com
• Fax an order form to: 818-790-7859
• Mail an order form to: Coleman Publishing, P.O. Box 546, La Cañada CA 91012

Return to Coleman Publishing Home Page

Questions, Comments or Suggestions? Please E-mail them to bob@colemanpublishing.com