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”
November 8th & 9th, 2023
Keynote Speakers:
Sundie Seefried, CEO SHF Holdings, Inc. (SHFS)Safe Harbor Financial is a fintech spin-off from a credit union that partners with banks (and credit unions) to provide banking products and compliance to customers in the Cannabis industry. Sundie will discuss the growth and risk in the industry and how SHFS is positioned in it. Cannabis is of interest to bank investors looking at the current conversion of Needham Bank which has 7.4% of deposits and 3% of loans to customers in or related to the Cannabis industry. Mike Godby, Managing Director, Janney Montgomery Scott LLCMike will discuss a key issue on bank investors' minds: interest rate fair value marks. In a Q&A format he will address what the calculations are and where the data is sourced, why investors are focused on it now, the implications for M&A, and other thoughts.
Mike Godby
Janney Montgomery Scott LLC
Mike has more than 29 years of financial services experience, with deep expertise in mutual-to-stock conversions.
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Sundie Seefried
Safe Harbor Financial
A 39-year credit union industry veteran, Seefried was the former CEO of Partner Colorado Credit Union (PCCU). Established in 2015 by PCCU, Safe Harbor was formed to provide an unmet need – compliant banking and financial services to the rapidly growing U.S. cannabis industry. Seefried designed a full scope Cannabis Banking Program for PCCU known as the Safe Harbor program, which has withstood the scrutiny of 16 federal and state exams to date. Now in its 8th year, Safe Harbor has grown to nearly 600 accounts spanning 20 states, and processed over $12 billion in cannabis-related transactions.
Presentation
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Presenting Banks Presentations & At-a-Glance Stats
At-A-Glance Stats:
LCNB Corp. - LCNB
Avidbank Holdings, Inc. - AVBH
PB Bankshares, Inc. - PBBK
American Riviera Bank - ARBV
Fentura Financial, Inc. - FETM
Ponce Financial Group, Inc. - PDLB
Waterstone Financial, Inc. - WSBF
Bankwell Financial Group, Inc. - BWFG
SR Bancorp, Inc. - SRBK
White River Bancshares Co. - WRIV
Presentations:
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SR Bancorp, Inc. - SRBK
Under the Radar: 2024
Join fellow investors interested in learning about 'Under the Radar' bank investment opportunities for VirtualBankConference.com's 2023 virtual events.
Organized & Facilitated By:
Pendragon Capital Management & Sycamore Analytics LLC
Analyst + Catalyst
President of Sycamore Analytics, an independent investment research firm with expertise in banks and small-cap value opportunities.
President of Pendragon Capital Management Inc., a Registered Investment Advisor with a specialty in bank investments.
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"You are doing what no one else is doing with Virtual Bank Conference events.”
Hedge Fund Founder and Portfolio Manager
Join Bank Executives and Investors for Yearly Virtual Summit Events, Interviews, And More
"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.
We hope you join us!
Meet The Executives & Look For Opportunities In Banks That Are “Under The Radar”
10
# of Banks Presenting
165+
# of Attendees
Who Should Attend?
Investors Looking for Unexplored Opportunities
Banks Looking to Engage With & Broaden Their Investor Base
By registering for this conference, you will be included in Sycamore Analytics' and Pendragon Capital Management's, and VirtualBankConference.com's ongoing communications about bank investing, virtual conferences, and other relevant information. We look forward to continuing the conversation with you.
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