Under the Radar
Virtual Bank Conference Events Where Banks and Investors Come Together to Explore Opportunities
Discover Bank Investment Opportunities That Are “Under The Radar”
California Clarification (Mini)Conference
Wednesday, March 29, 2023
Ms. Lagomarsino will talk about the following topics:
Recent events in the banking industry, and her thoughts regarding possible changes in banking regulation, and her projections regarding interest rates, the California Economy including real estate, population growth, and bank M&A Bank and leadership.
Simone Lagomarsino
President and Chief Executive Officer of Luther Burbank Corporation and Luther Burbank Savings
Prior to joining the Company, Ms. Lagomarsino served as President and CEO of the Western Bankers Association and as a director of Pacific Premier Bancorp (NASDAQ: PPBI). From 2011 to 2017, she served as CEO of Heritage Oaks Bank and as President and CEO of Heritage Oaks Bancorp. Previous to that, she held executive positions with City National Bank, Hawthorne Savings, Kinecta Federal Credit Union, Ventura County National Bank and Warner Center Bank.
Ms. Lagomarsino is regularly honored in financial services industry organizations and publications and in 2013 was named by American Banker as Community Banker of the Year. In addition to her role at the Company, she has served as Chair of the Board of Directors of the Federal Home Loan Bank of San Francisco since 2022 and as a director since 2013. She has served on the board of directors of the Federal Reserve Bank of San Francisco since 2022 and was re-elected in 2022 to a three-year term. She served as a director of Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE: HASI) from 2019 to 2022.
Ms. Lagomarsino holds an M.B.A in Finance from Claremont Graduate University and a B.A. in Economics from Claremont McKenna College.
Ms. Lagomarsino is regularly honored in financial services industry organizations and publications and in 2013 was named by American Banker as Community Banker of the Year. In addition to her role at the Company, she has served as Chair of the Board of Directors of the Federal Home Loan Bank of San Francisco since 2022 and as a director since 2013. She has served on the board of directors of the Federal Reserve Bank of San Francisco since 2022 and was re-elected in 2022 to a three-year term. She served as a director of Hannon Armstrong Sustainable Infrastructure Capital, Inc. (NYSE: HASI) from 2019 to 2022.
Ms. Lagomarsino holds an M.B.A in Finance from Claremont Graduate University and a B.A. in Economics from Claremont McKenna College.
Mike Scarpa
Managing Director - U.S. Financial Services, Cyber Risk & Regulation, Price Waterhouse Coopers
Mike works as a Managing Director within the Cyber, Risk, Regulatory and Financial Crimes team at PwC. Prior to joining PwC, Mike was a Managing Director in another Big Four’s Financial Services Regulatory Compliance and Risk practice, leading the Banking Safety and Soundness sub-practice and the Digital Assets practice. During his tenure, Mike was instrumental in delivering regulatory compliance and risk management engagements to traditional and challenger financial institutions and fintech firms. Mike also has extensive experience with financial institution licensure, product registration, risk and control design, capital adequacy, recovery, wind-down/resolution planning for non-banking financial technology firms, enterprise risk, state and federal banking regulations, third party/vendor risk, recordkeeping and regulatory reporting, Board/Management Reporting and three lines of defense expectations.
Mike was regulatory counsel at an institutional broker-dealer and directly supported a former OCC Large Bank Principal Examiner with regard to Asset Liability Management, Liquidity Risk Management/ Contingency Funding planning, Concentration Risk Management and a myriad of other safety and soundness areas prior to joining his previous Big Four firm.
Mike Scarpa will address the following topics:
Interest Rate Risk/Asset Liability Management, Liquidity Risk Management, Contingency Funding Planning, FDIC assessment basics and potential areas of risk management and regulatory compliance that may change in light of what’s happened.
Agenda
(PDT/EDT)
9:30 am / 12:30 pm - Opening Remarks and Simone Lagomarsino, CEO of Luther Burbank Corporation, current Chair of the Board of Directors of the FHLB of San Francisco and Director on the Board of Directors of the Federal Reserve Bank of San Francisco 10:20 am / 1:20 pm - American Riviera Bancorp (ARBV)Jeff DeVine, CEOMichelle Martinich, CFO 10:55 am / 1:55 pm - Summit State Bank (SSBI)Brian Reed, CEO Camille Kazarian, CFO 11:30 am / 2:30 pm - Bank of San Francisco (BSFO)Ed Obuchowski, CEO & Founder Wendy Ross, President & FounderJennifer Corr, CFO Felix Miranda, Commercial Banking Manager 12:05 pm / 3:05 pm - Avidbank Holdings, Inc. (AVBH)Mark Mordell, CEO 12:40 pm / 3:40 pm - Endeavor Bancorp (EDVR)Dan Yates, CEOSteven Sefton, President 1:15 pm / 4:15 pm - Mike Scarpa, Managing Director, Price Waterhouse Coopers 1:50 pm / 4:50 pm - Closing
9:30 am / 12:30 pm - Opening Remarks and Simone Lagomarsino, CEO of Luther Burbank Corporation, current Chair of the Board of Directors of the FHLB of San Francisco and Director on the Board of Directors of the Federal Reserve Bank of San Francisco 10:20 am / 1:20 pm - American Riviera Bancorp (ARBV)Jeff DeVine, CEOMichelle Martinich, CFO 10:55 am / 1:55 pm - Summit State Bank (SSBI)Brian Reed, CEO Camille Kazarian, CFO 11:30 am / 2:30 pm - Bank of San Francisco (BSFO)Ed Obuchowski, CEO & Founder Wendy Ross, President & FounderJennifer Corr, CFO Felix Miranda, Commercial Banking Manager 12:05 pm / 3:05 pm - Avidbank Holdings, Inc. (AVBH)Mark Mordell, CEO 12:40 pm / 3:40 pm - Endeavor Bancorp (EDVR)Dan Yates, CEOSteven Sefton, President 1:15 pm / 4:15 pm - Mike Scarpa, Managing Director, Price Waterhouse Coopers 1:50 pm / 4:50 pm - Closing
Presentations & Session Videos
Under the Radar: 2023
Join fellow investors interested in learning about 'Under the Radar' bank investment opportunities for VirtualBankConference.com's 2023 virtual events.
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"Under the Radar" Conference Details
The Virtual Bank Conference is an opportunity, in a convenient online format, where banks of all sizes can efficiently communicate with current investors and get exposure to new investors and where investors of all types can have direct contact with bank managements.
Banks and investors can make new contacts and exchange ideas and outlooks.
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Meet The Executives & Look For Opportunities In Banks That Are “Under The Radar”
5
# of Banks Presenting
165+
# of Attendees
Who Should Attend?
Investors Looking for Unexplored Opportunities
Banks Looking to Engage With & Broaden Their Investor Base
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