NEW 2018 Advanced Underwriting Workshop

Starts:  Sep 12, 2018 8:30 AM (CT)
Ends:  Sep 13, 2018 5:00 PM (CT)


Latham & Watkins LLP
330 North Wabash Avenue, Suite 2800
Chicago, IL 60611


This new workshop has been created for Underwriters with 1+ years of experience in commercial lending or private equity investing.

Learn from case studies of real deals gone wrong. The cases will take a look at the assumptions at the beginning of the deal, including over-looked due diligence items, to the evolvement of the deal through loan work-out, which resulted in losses for the lender and shareholders. Take away invaluable lessons learned to make better credit decisions in the future. In addition, examine current trends in the changing retail industry, and how to structure around some of the pitfalls when lending to retailers. Moreover, continued expansion of foreign trade provides lenders with more opportunities to finance imported inventory. Learn about both the practical and legal perspectives of lending on in-transit inventory on the water. Other topics include the impact of the Perishable Agricultural Commodities Act (PACA) on collateral, and nuances of cross-border lending.


Joseph Sum, SVP, National Underwriting Manager at PNC

Anthony Lavinio, Director, Underwriting at Siena Lending Group

Sanat Amladi, Regional Underwriting Manager at Wells Fargo Capital Finance

Stephanie Stephens, Attorney at Lane Powell PC

Members $645, Non-Members $945

For group registration discounts, email Jeff Walsh

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Jeff Walsh


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