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Is now the time to consider Small Business Association securities for your investment portfolio?

By: Jeff Duesler, Senior Investment Services Representative

Corporate One Investment Strategies Webinar Library

The educational webinars created for this library cover key investment topics and are designed to help credit unions of every asset size discover and/or learn more about available investment options. To view additional investment topics, log in to Members Only and visit the Member Resource Center, Investments Learning. If you do not have access to Members Only, contact your senior investment services representative to request a webinar link.

  • Investments 101
  • Accounting for Debt Securities
  • SimpliCD: Invest
  • SimpliCD: Issuance
  • Mortgage-Backed Securities: Pass-Throughs
  • Floating-rate securities
  • SBA securities

Can you answer “yes” to any of the following questions? If so, you’re a perfect candidate to watch the investment department’s latest addition to our on-demand webinar library: Small Business Administration (SBA) Securities.

  • Have you received an email from your investment rep lately with the title “SBA 7a pools”, “SBAP,” or “SBIC” and wonder if/when you open it you will get redirected to the script of the latest Star Wars movie?
  • Does someone in your CEO or CFO breakfast group keep talking about how happy they are to have learned about floating rates before the Fed started raising the overnight rate and what a good idea it was to add floating-rate SBA pools to their investment policy?
  • Would your credit union like to get involved in small-business lending, but you prefer to limit exposure to the potential credit risk?

If you answered “yes” or even “maybe” to any of the above questions, we hope you’ll take a few minutes to watch our latest webinar that focuses solely on SBA securities. Available on demand, in this webinar you will discover:

  • What the Small Business Administration (SBA) is and why it is important.
  • The attributes of SBA securities, which are backed by the full faith and credit of the U.S. government, and the lending parameters of the Agency.
  • The types of lending and securitization programs available, including their differences, similarities, risks, and advantages.
    • SBA 7A Pools- Floating rate
    • SBAP- Fixed-rate loan programs for real property and equipment
    • SBIC- Small business investment companies borrow money to assist small businesses through issuing these fixed rate debentures

Most importantly, we will review why any of these securities might be right for your credit union. You’ll also find out what other resources are available at the Corporate One branches of Multi Bank Securities.

Access the webinar here.