Milken Institute
| Opportunities in Bank Recapitalization
Panel Detail:
Opportunities in Bank Recapitalization
Wednesday, May 2, 2012
9:30 AM - 10:45 AM
View Slide Presentation

Speakers:

Jason Brady, Managing Director and Portfolio Manager, Thornburg Investment Management

Yuri Garbuzov, Executive Vice President and Portfolio Manager, PIMCO

L. Phillip Jacoby, Executive Director and Chief Investment Officer, Spectrum Asset Management, Inc.

Jacob Rothman, Managing Director, Beach Point Capital Management

Moderator:

Tom Corcoran, President, Imperial Capital

In light of new capital requirements under Basel 3 that will be phased in over the next few years, banks around the world are under pressure to raise capital, shrink in size and scope, and strengthen their balance sheets. European banks, in particular, are scrambling to improve capital ratios as regulators seek to contain the fallout from the sovereign debt crisis and the recession. What are the most compelling values for investors in this period of global banking realignment? Where are the best bank assets to be found? Are banks ready to deal? Who are the players? What are the risks? How are the the deals being structured and financed? Our panel of experts will address these and other questions about investment opportunities being realized in the current banking environment.

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