May 19, 2023
On May 18, 2023, Benjamin Azoff was a panelist at Street Talk: US Banking Liquidity Crunch – Fundamental Performance and Outlook Event hosted by S&P Global Market Intelligence. The event featured two panels of U.S. bank investors and advisers that discussed U.S. bank liquidity trends and their impact on the competitive landscape and investment opportunities in the sector. Key topics included the safety and soundness of U.S. banks, investor sentiment toward the group, and the outlook for M&A activity and potential regulatory and accounting changes on the horizon.
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May 15, 2023
Zac Davis presented “Corporate Governance in Today’s Environment: Top Issues and Hot Topics” at California Bankers’ 2023 Annual Conference in Wailea, Hawaii. The presentation addressed important corporate governance topics and issues and the role of modern bank directors and senior executives, and also covered current regulatory initiatives, new regulations, strategic planning and recent developments in governance and risk management.
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January 29, 2023
Scott A. Brown and Lawrence M. F. Spaccasi presented “Advice and Counsel for Potential Sellers” at the 2023 BankDirector Acquire or Be Acquired Conference in Phoenix, Arizona. The session focused on the current regulatory climate with regard to M&A with an emphasis on changing regulatory standards for approval of transactions, hot button issues and potential regulatory threats to the successful and timely completion of a transaction. The session also discussed the growing trend of non-traditional buyers (such as credit unions and investor groups) and the unique regulatory and diligence issues they raised and provided examples of merger agreement provisions that can (and should) be considered when engaging with these non-traditional purchasers to better protect the seller.
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December 23, 2022
Jeff Cardone presented at The Bonadio Group’s 2022 Financial Institutions Seminar on December 6, 2022. The presentation titled “M&A Landscape and Key Considerations for Community Banks and Credit Unions” discussed the M&A environment and emerging trends for community banks and credit unions.
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November 4, 2022
Zac Davis presented “LIBOR/SOFR Transition and the Impact of the Adjustable Interest Rate (LIBOR) Act” at Western Bankers’ 2022 Lenders & Chief Credit Officers Conference in Dana Point, California. The presentation focused on the provisions of the Adjustable Interest Rate (LIBOR) Act and related regulations proposed by the Federal Reserve, including the different SOFR-based benchmarks proposed by the Federal Reserve, the types of contracts and in what circumstances each fallback benchmark will be applicable, how the fallback benchmarks differ from the LIBOR benchmarks they are replacing and what options banks may have to chart their own path in the transition.
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