Re-Thinking the Ownership Model: Creating an Ownership Culture Within Privately Held or Publicly Traded Banks

Edward E. Schmidt, President & CEO - CAMELS Consulting Group

Privately held or publicly traded community banks must meet the challenges of today’s generational investors. Bank growth and maintaining an ownership structure are more highly integrated than ever before. This session will re-acquaint both board and management on how to meet generational shareholders expectations. The presentation will focus on an introduction of shareholder products, how to re-invent the shareholder base, how increasing capital drives greater organic growth, and offers an understanding of the drivers of liquidity. Additional insights of how best to management an ‘internal trading desk’, understanding the market movements of FINRA and most recently changes by the OTC Markets Group. Market drivers of listing, delisting or remaining privately traded will be examined from a price to book multiple perspective. Bride or groom… you need to closely inspect the shareholder structure.