Waldorf Astoria Monarch Beach,
Dana Point, CA
The meeting place for distressed deal-making
Collaborate with bank special asset and credit communities.
Where loan buyers and sellers do business.
Get in touch early!
Opportunities to speak, sponsor, and attend are available now.
+
senior decision-makers
+
local California & national banks
+
thought-leaders
Understand and optimize distressed assets together
Who will be there?
Join well-rounded professionals within special assets, SBA, credit, loan review, risk management, special servicers, and C-level executives.
- 250+ senior decision-makers
- 70+ local California & national banks
- 50+ thought-leaders
Be part of the action alongside top players in picturesque Dana Point, CA.
Deepen your high‑value connections
Fuel your day with high‑energy connections as you mix and mingle over breakfast, lunch, and sponsored cocktails. Dive into exclusive, closed‑door conversations with fellow bankers where real insights—and real opportunities—take shape fast.
Plus, our bankers‑only session and the intimate Banking and Special Assets small‑group meeting provide targeted industry insights designed to support meaningful professional growth.
These sessions offer focused, high‑value conversations designed to deepen your industry knowledge and expand your network. This is your chance to stay in the lead, uncover opportunities, and make bonds that could define your next big move—are you ready?
Sharpen your strategy with insights that matter
Strengthen your loan buying and selling approach with practical guidance on managing distressed properties and improving collaboration between bankers and loan buyers. New this year, gain targeted strategies across key asset classes, including:
- How to navigate distressed office, retail, multifamily, and hotel assets
- Where emerging deal‑making opportunities are developing
- What leading California and national banks are prioritizing next
You’ll walk away with timely, actionable insights that help you stay ahead of shifting market dynamics.
Meet the 2025 advisory board
Last year, Bank Special Assets West was guided by the collective expertise of an esteemed advisory board, including key figures such as:
- Andrew Jarvis, SVP, Director of Special Assets, PPBI
- Carrie Lee, SVP & Commercial Manager, Special Assets, Umpqua Bank
- David Bavli, Senior Vice President, Associate General Counsel & Director of Special Assets, Axos Bank
- Jorge Visitacion, SVP, Regional Credit Administrator, Tri Counties Bank
- Scott Gillanders, SVP, Credit Director, Berkshire Bank
- Seth Moldoff, SVP, Special Assets Department, Umpqua Bank
- Tom Constantine, EVP/Chief Credit Officer, Axos Bank
- Richard Hollowell, Advisor, Golden State Bank
See who spoke
Sponsor and see real results
Boost your brand’s visibility and connect with key decision-makers in front of the people that matter.
Tailored packages to meet your business goals so that your company is at the front of your clients' minds.
Reach out to Philip Huntsman at sponsorIMN@informa.com.
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