Day One - September 9th - ET
How can influential market players better support the growth of women in the Bank Special Assets industry? To attract more women into the field and cultivate them as leaders, organizations must invest in targeted initiatives such as promoting visibility for female role models, offering leadership and mentorship training, and creating clear pathways for career progression. This small group meeting encourages an open dialogue about how to transform the market into one where women can thrive and lead.
- Evaluating how current rates affect borrowers, banks, and loan performance
- Assessing the effectiveness of interventions, recession indicators, and alternative economic scenarios
- Chicago distressed office market bad press- Where is the upside?
- Identifying emerging risks, high-risk vs. attractive loan categories, and regional market dynamics, especially in the Midwest
- New fed- how is this effecting bank/market regulation?
- Analyzing national vs. regional institutions, competitive positioning, and evolving banking models
- Assessing the impact of tariffs on asset valuations and loan performance
- Reflecting on key market shifts over the past six months and their strategic implications
- Current credit availability, spread movements, and what they signal for broader market trends
- Shifts in lender risk tolerance, liquidity in secondary markets, and borrower motivations around capital improvements
- Evaluating borrower appetite for alternative financing sources and current trends in refinancing activity
- Exploring consumer mortgage demand, rate sensitivity, and lending behavior
- Projected rate movements and their implications for C&I loan demand
- Identifying new risks from rising rates and margin compression in existing C&I portfolios
- Trends in enforcement, use of third-party turnaround professionals, and evolving exit strategies
- 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 art of the turnaround: Strategic approaches to loan defaults and forbearance
- What is an Article 9 structured exit - and what it isn't
- Legal mechanics: private vs public; notice requirements and valuation strategy
- The four-party incentive structure: senior lender, borrower, buyer and new lender
- How lenders recover more outside of court - and maintain banking relationships
- How to mitigate risk: successor liability, fraudulent conveyance, and lender liability
- What are the ideal fact patterns for when this strategy makes the most sense
- When is it time to pivot: regulatory issues, real estate, numerous individual leases or high-litigation scenarios
- How this strategy applies in the lower and middle market where Chapter 11 can be unworkable
- Forecasting office and hotel distress over the next 6–12 months
- 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
- What is the current landscape for hotel receivership deals and restructuring activity?
- Exploring value-add opportunities
- Market Risk: Exploring potential for losses due to fluctuations in market prices, changes in interest rates, equity prices, and commodity prices
- Identifying and underwriting repositioning plays in hospitality
- Which office markets are stabilizing? Which are still under pressure?
- Comparing performance across Class A, suburban vs. urban, and primary vs. secondary markets
- What is an Article 9 structured exit - and what it isn't
- Legal mechanics: private vs public; notice requirements and valuation strategy
- The four-party incentive structure: senior lender, borrower, buyer and new lender
- How lenders recover more outside of court - and maintain banking relationships
- How to mitigate risk: successor liability, fraudulent conveyance, and lender liability
- What are the ideal fact patterns for when this strategy makes the most sense
- When is it time to pivot: regulatory issues, real estate, numerous individual leases or high-litigation scenarios
- How this strategy applies in the lower and middle market where Chapter 11 can be unworkable
- Understanding the legal criteria, timing considerations, and potential rewards—and pitfalls—of initiating an involuntary bankruptcy
- Exploring how debtors may resist filings, the legal and reputational risks of failed attempts, and the possibility of sanctions
- Best practices for coordinating creditor actions, minimizing conflict, and avoiding unintended consequences during bankruptcy proceedings
- How has the use of receiverships shifted in today’s market? When is it a more viable alternative to bankruptcy?
- Lesser-known execution hurdles, success factors, and the importance of selecting the right receiver for the asset and situation
- Insights from difficult receiverships—what went wrong? What could have been done differently?
This interactive roundtable explores the surge of private capital in commercial real estate finance, examining how alternative lenders are navigating today's higher-rate environment while deploying various financing tools including bridge loans and rescue capital. Attendees will discuss which asset classes are attracting private investment, underwriting challenges in the current market, and the evolving relationship between traditional banks and private lenders as they operate as both collaborators and competitors in the wake of bank retrenchment.
- What strategic value do specialists bring to distressed asset scenarios?
- When is a specialist turnaround manager necessary? How do you vet a specialist?
- Early detection and intervention: minimizing losses through expert insight
- Tailored workout strategies informed by sector-specific expertise
- Leveraging market intelligence to guide turnaround decisions
- Takeaways from some more challenging workaround scenarios
