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Past Event
13 November 2013


  • Jason S. Bazar
    T +1 212 506 2323
  • Paul A. Jorissen
    T +1 212 506 2555
  • Monique J. Mulcare
    T +1 212 506 2181
  • Jon D. Van Gorp
    T +1 312 701 7091
  • Donald S. Waack
    T +1 202 263 3165

Additional Speakers

Guest Speakers

Ted Basta
Vice President Market Data
LSTA (Loan Syndications and Trading Association)

Saul E. Burian
Managing Director
Financial Restructuring Group
Houlihan Lokey

Jaime Pereda
Uria Menendez

Christopher C. Seyfarth
Transaction Advisory Services/Transaction Real Estate
Ernst & Young LLP

Tess C. Virmani
Assistant General Counsel
LSTA (Loan Syndications and Trading Association)


Loan Portfolio Transactions – Insights for Your Strategy

Please join us for a discussion about the ongoing challenges facing financial institutions and investors when dealing with Loan Portfolio Transactions. Our panelists will examine current market conditions and offer practical suggestions for addressing regulatory, accounting and tax issues.

Key topics to be addressed include:

  • Loan and NPL sales year in review and what to expect in 2014
  • Regulatory, accounting and tax issues: What investors need to know
    • LSTA’s take on regulatory challenges to the loan market
    • How are FATCA and the Volcker Rule impacting the market so far?
    • What is the expected impact of Basel III?
    • FASB and GAAP – new rules, new interpretations
  • Structuring portfolio sales – recent experiences and perspectives
    • Risk retention and risk avoidance structures
    • Servicing issues
    • Valuations
    • International transactional experiences – making the deal happen
      • Austria
      • Germany
      • Ireland
      • Spain
      • United Kingdom
      • United States and Puerto Rico

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