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The last few years have seen an upsurge in mortgage portfolio transactions, which we are expecting to continue, as well as a general focus on building portfolios with the uptick in the use of various funding structures.
There have also been substantial legal, regulatory and policy changes impacting the mortgage market in recent years.
This means that there is lots for buyers to think about when carrying out due diligence on mortgage portfolios as part of a potential acquisition.
This workshop will explore the hot topics that buyers of mortgage portfolios should consider as part of their due diligence. The workshop will also consider what sellers can do to prepare in relation to buyer due diligence questions around these areas.
The hot topics to be covered will include, amongst others:
Learning outcomes
Agenda
Partner, TLT
Tom has significant experience in acting for clearing banks, lenders, loan acquirers, loan servicers, private equity funds and insolvency practitioner...
Tom has significant experience in acting for clearing banks, lenders, loan acquirers, loan servicers, private equity funds and insolvency practitioners. Tom has a particular focus on loan portfolio sales and acquisitions, corporate restructuring and the non-contentious side of corporate insolvency.
Tom has worked on a number of high-profile and complex assignments, including the UK’s largest ever acquisition of shared equity mortgages and the disposal of large portfolios of regulated mortgages and unsecured consumer debt. Tom advises insolvency practitioners on their appointment, trading issues, business and asset disposals and also acts for secured lenders on security enhancement and enforcement strategy. Tom also regularly works with boards of directors, advising on their rights and duties at times of financial distress.
Tom has previously undertaken a 12 month secondment with The Royal Bank of Scotland Plc.
Abigail is expert in both contentious and non-contentious corporate recovery and insolvency and has worked on a number of high-profile and complex ass...
Abigail is expert in both contentious and non-contentious corporate recovery and insolvency and has worked on a number of high-profile and complex assignments.
Her experience includes advising insolvency practitioners on their appointments on trading issues and on the disposal of businesses, real estate and assets. She advises secured lenders on security enhancement and enforcement strategy.
She also advises boards of directors and shareholders on their rights and duties in situations of financial distress.
Partner, TLT LLP
Robin specialises in retail financial services regulation, with particular expertise in consumer credit, mortgages and payment services regulation.&nb...
Robin specialises in retail financial services regulation, with particular expertise in consumer credit, mortgages and payment services regulation. Robin has extensive experience of advising on compliance and risk issues relating to mortgages, loans, credit cards, current accounts, savings and investment products including working with clients on new product development and digital transformation. Robin is advising a number of banks, building societies, specialist lenders and loan portfolio holders on development and execution of their LIBOR transition strategy in relation to portfolios of residential and buy-to-let mortgage loans.
Philip specialises in commercial property work relating to secured lending recoveries. He deals with all aspects of insolvency transactions incl...
Philip specialises in commercial property work relating to secured lending recoveries. He deals with all aspects of insolvency transactions including fixed charge receivers and administrations, often involving large portfolios. He also has extensive experience in secured lending, commercial landlord and tenant work, advising on acquisitions and disposals and project related work.
He has previously spent a year on secondment with a major retailer and consequently gained a valuable insight into the workings and requirements of a large scale estate as well as managing a number of major property driven projects.
Both legal and operational teams at mortgage lenders or potential new market entrants, particularly those lenders who sell or acquire mortgage portfolios or who may look to do so in the future. The workshop will also be of interest to servicers of mortgage portfolios.
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