Participations Forum to be held on November 16, 17, 18 from 2:00 to 3:30 PM Eastern

NEW YORK, NY—November 10, 2021—LoanStreet Inc. today announced the panelist lineup for its Loan Participations Forum designed for financial professionals active or interested in loan participations. Click here to register to attend.

November 16: Participations Goals and Tactics

  • (2-2:45 ET) Analyze This! How analytics can enhance participation results
    • Gary Fishlock, Trusted Advisor to CEO at Tremont Credit Union
    • Betsy Sommers, Senior Vice President at Seasons Federal Credit Union
  • (2:45-3:30 ET) Participations Showcase: Perspectives from credit union loan participation sellers and buyers 
    • Scott Ko, CFO at SkyOne Federal Credit Union
    • Gilberto Roman, Senior Manager, Loan Trading Desk at Alliant Credit Union
    • Steven Wickenheiser, Business Lending Analyst at Utilities Employees Credit Union

November 17: The Big Picture

  • (2-2:45 ET) Regulatory Trends for 2022 Credit union regulatory policy roundtable
    • Mark Treichel, Trusted Advisor to Credit Union CEOs at Mark Treichel LLC
    • Michael Edwards, Attorney at Law Offices of Michael S. Edwards
  • (2:45-3:30 ET) Economy 20/20 for 2022: An early look at the emerging post-COVID economy and what it means for financial institutions
    • Dr. Neal Soss, Former Vice Chairman, Investment Strategy and Research at Credit Suisse

November 18: Operationalizing a Participations Strategy

  • (2-2:45 ET) Perfecting the Balance Sheet: Using participations for asset/liability management
    • Eric Marcus, Head of Capital Markets at LoanStreet
    • Matt Rudzinski, Director of Capital Markets at LoanStreet
  • (2:45-3:30 ET) Let’s Do IT: Back-office and IT best practices for success with participations
    • Traci Michel, Chief Operating Officer at Metro Credit Union
    • Julian Hill, Senior Accounting Manager at SECU Credit Union


“We are delighted to be bringing together these industry leaders at our second Loan Participations Forum,” Ian Lampl, CEO of LoanStreet, said. “We look forward to hearing from them and believe that all institutions and professionals active, or considering becoming active, in loan participations will find their insights invaluable.”

Register Now

About LoanStreet Inc.

LoanStreet is a groundbreaking technology company providing financial institutions with a range of solutions for trading, managing, and reporting loans. The platform includes robust loan-level monthly reporting, as well as applications for completing one-to-many loan transactions, commercial loan servicing, and data analytics. LoanStreet is leveraging its combination of tools to dramatically change the landscape for credit unions, small and mid-sized banks, and direct lenders. Over 1,100 financial institutions are using the platform and the network is growing rapidly. LoanStreet was founded by Ian Lampl, former Deputy Chief Counsel for TARP, following the financial crisis to meet the acute need he saw for a standardized and automated loan sharing platform.