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October 2, 2021
4:46

Episode #1: Intro to Securities-Based Lending for Banks & Wealth Managers: Who, What, How & Why

In this inaugural episode of the Total Bank Solutions (TBS) Securities-Based Lending videocast series TBS Managing Director of Securities-Based Lending Brian Tully turns to fellow TBS Managing Director and securities-based lending market expert Mike Musial to share market insights he’s gained from launching SBL programs for some of the industry’s largest wire houses.

June 1, 2022
10:31

Securities-Based Lending in a Rising Rate Environment, Part II

Mike Musial and guests discuss how technology can not only minimize risk but actually add to the growth of the SBL business and how to educate advisors and their clients about the best use of SBL in a practice. Russ Holland, Fieldpoint Private Bank & Trust, also shares some very interesting funding strategies to maximize SBL profit.
June 1, 2022
10:48

Securities-Based Lending in a Rising Rate Environment, Part I

Russ Holland and Keith Avant of Fieldpoint Private Bank recap their strategic decision to utilize technology to address the lack of scalability in their lending processes, as well as how they plan to leverage the new technology and SBL to enhance the bank profitability in the headwinds of rising lending rates.
December 1, 2021
2:21

Securities-Based Lending (SBL) & the TBS Loan Management System

Watch this two-minute video to learn how the TBS Loan Management System is automating the SBL process to give banks the ability to easily diversify their loan portfolios and efficiently grow an SBL program at scale while providing affiliated wealth managers the opportunity to participate in the rising popularity of SBL and provide greater value to their clients.
December 1, 2021
6:25

Episode #6: Optimizing Bank Balance Sheet Strategies

Managing Director and SBL expert Mike Musial is again joined by former banker and current TBS Managing Director of Products & Capacity Mark Thompson. Topics include how securities-based loans can be used to mitigate loan portfolio risk, their impact on a bank’s net interest rate margin in a low-rate environment, and their merits in a post-pandemic environment.
December 1, 2021
5:53

Episode #5: A Look at SBL Automation Through the Lens of a Banker

Hosted by TBS Managing Director and SBL expert Mike Musial, this episode features commentary from Mark Thompson, former banker and current TBS Managing Director of Products & Capacity. They discuss how automation is enabling banks to mitigate risk and gain greater control and cost savings, while simultaneously enabling invaluable loan portfolio diversification.
October 29, 2021
7:22

ABA Feature: Securities-Based Lending for Banks: Balance Sheet Shock Absorber, Untapped Growth

In this ABA podcast episode Total Bank Solutions’ securities-based lending (SBL) expert Mike Musial and ABA vice president Phoebe Papageorgiou discuss the value of SBL as a loan asset class for banks and how technology is transforming SBL into a highly scalable vehicle for increasing bank client wallet share and winning new business.