Tell All Secrets: Behind the Scenes at a Workout Group Near You

Tell All Secrets: Behind the Scenes at a Workout Group Near You
1.25 CLE credits / 1.5 CPE credits in Finance / 1.5 CEUs available 
Tuesday, February 23, 12:00 p.m. - 12:45 p.m. CST

Live Innovation Lab
12:45 p.m. - 1:15 p.m. 

Some companies were still feeling the effects of the 2007-2009 recession when COVID-19 hit. What does the current market mean for your special asset’s portfolio? Throughout this session, speakers will be comparing and contrasting the current market to where we were in 2008. They’ll work on defining which industries are most prevalent (real estate and hotels) and see how they have changed over time. Is the CARES Act and Troubled Debt Restructuring (TDR) affecting the ability to manage portfolios? When should you bring in an advisor? Join us to learn more!

Stephen Emerson, Dry Creek Capital Partners  

Brian BaileyFederal Reserve Bank of Atlanta
Thomas DonnellyWebster Bank
Leslie Jones, Key Bank NA
Mike LeatherlandBOK Financial Corporation

About the Moderator:

Stephen Emerson, Dry Creek Capital Partners  
Steve is a Partner at Dry Creek Capital Partners with over 20 years experience in deal sourcing, execution and asset management. Prior to founding Dry Creek, Steve was a Partner at Excelsior Capital Partners. Previously, Steve was with Summit Investment Management, Dubin Clark Private Equity and in the capital markets division at A.G. Edwards (now Wells Fargo).

Steve earned his MBA from Harvard Business School and a MAcc and a BBA from the University of Missouri.

About the Speakers:

Thomas Donnelly, Webster Bank
Thomas Donnelly is the head of Loan Workout at Webster Bank. He has more than 25 years of experience and has worked out loans to a wide variety of industries and loan structures. Prior to Webster, Donnelly held leadership positions with UBS and General Electric Commercial Finance.  He is past member of the TMA Connecticut Chapter’s Board of Directors.

Leslie Jones, Key Bank NA
Leslie Jones is a Senior Vice President and Regional Team Lead with KeyBank’s Specialized Finance Group.  Leslie has 25 years of experience restructuring middle market and large corporate credits across a broad range of industries and loan types.  Prior to joining KeyBank’s restructuring group, Leslie was a commercial lender in the middle market and healthcare groups.  Leslie started her career as an auditor and, later, as a commercial lender at Shawmut Bank.  Leslie is a graduate of the University of Vermont.