Day One - 12/1Tuesday, December 1, 2026 - CT

This presentation will provide comprehensive analysis of the current macroeconomic environment, explores multiple economic scenarios given the geopolitical landscape, and translates these macro trends into actionable strategic implications for financial institutions. Whether you're managing credit risk, setting loan loss reserves, planning capital allocation, or developing strategic initiatives, understanding the macro backdrop is essential for efficient banking practices

• Evaluating how current rates affect borrowers, banks, and loan performance
• Assessing geopolitics, new fed chair, and changes in 2026
• Identifying emerging risks, high-risk vs. attractive loan categories, and regional market dynamics, especially in Texas an sunbelt
• Analyzing national vs. regional institutions, competitive positioning, and evolving banking models
• Assessing the impact of tariffs on asset valuations and loan performance
• Reviewing upcoming regulations and compliance implications across banking segments
• Reflecting on key market shifts over the past 12 months and their strategic implications

• Key risks affecting commercial real estate loans and their implications for special servicing
• Shifts in relationships between borrowers, lenders, and servicers, including enforcement trends
• Creative workout discussions vs. actual agreements. What happens when reserves are depleted?
• How does workout and turnaround activity differ by asset type and geography?
• Expectations for distressed deal flow, default rates, and their impact on risk strategies
• The role of federal tax considerations in structuring distressed asset resolutions
• The art of the turnaround: Strategic approaches to loan defaults and forbearance

• Tracking changes in litigation volume, where distress is surfacing, and what types of deals are still closing
• Understanding the financial and time commitments of litigation, how to prepare, and lessons learned from past cases
• When litigation is necessary, what outcomes should you expect? What non-litigious options may be more effective?
• How are lenders collaborating with borrowers to avoid foreclosure or note sales through innovative solutions?
• Keys to success in receiverships, questions to ask your receiver, and legal nuances that can impact outcomes
• As companies increasingly use generative AI, where are the biggest IP litigation risks emerging?
• If litigation is on the horizon, what AI-related information should a company preserve, and how can the use of AI complicate the evidence in an IP dispute?
• Could a company's use of generative AI inadvertently destroy trade-secret protection for some of its most valuable information, and what could that mean if those assets later become part of a workout, sale or litigation?
• When employees use generative AI to speed up daily work (whether it's an analyst drafting a report or marketing generating a pitch deck) how should those inputs and outputs be vetted for legal compliance?

• What’s new in current deal activity and sourcing strategies?
• Preferred asset types, target markets (hospitality, retail, office), and sectors to avoid
• Success Stories: Standout acquisitions and what made them successful
• What’s new in current disposition activity and strategies for troubled assets?
• Which asset types are moving fastest — and which are hardest to sell? (hospitality, retail, office, residential)
• Are sellers pricing in risk appropriately? What pricing trends are emerging across asset classes?
• Data-backed pricing strategies: Why overpricing delays closings but doesn’t change outcomes

• Forecasting office and hotel distress over the next 6–12 months
• What strategies are investors and lenders using to uncover value in a volatile market?
• What are the most attractive capital sources? How are terms shifting across the capital stack?
• Hotel Recovery: Performance trends across brands, independents, luxury, and economy segments
• Which office markets are stabilizing? Which are still under pressure?
• Comparing performance across Class A, suburban vs. urban, and primary vs. secondary markets
• How necessity-based and experiential retail are performing among shifting consumer behavior
• Creative reuse and conversions of underperforming retail assets in mixed-use and community-driven formats

Join roundtable discussions focused on specific asset classes, where bankers/buyers/distressed investors can dive into sector-specific challenges, strategies, and performance drivers. This is an opportunity to benchmark assumptions, share real-time insights, and discuss what is actually working across different property types including multifamily, industrial, retail, office, hospitality and more.

• How significant is the private credit threat to traditional banking?
• What competitive advantages do banks still have?
• Should banks compete, collaborate, or capitalize on private credit?
• What does the future of commercial lending look like?