WEBINAR
Beyond Underwriting: Strategy and Insights
Webinar Information:
Join Oak Street Funding's Director of Underwriting, Rob Roach, and Strategic Market VP, Adam Farag, for this month's webinar. They will answer your questions as they delve into the world of underwriting and provide valuable insights on market trends and their impact on company strategy, financial services industries, and underwriting decisions.
Gather key insights on:
Evaluating debt vs equity
Understanding commercial underwriting
Interest rates in determining a good deal
Meet the Speakers
Rob Roach
Director of Underwriting, Oak Street Funding
Rob Roach
Director of Underwriting, Oak Street Funding
Robert Roach brings to Oak Street Funding nearly three decades of experience in the banking industry. With 28 years in banking and 20 years as a corporate banking relationship manager, Robert has built a strong track record of serving clients across major markets including Chicago, Florida, and Indianapolis. His deep understanding of credit, risk, and client relationships has made him a trusted leader in commercial lending and underwriting strategy.
Adam Farag
Strategic Markets VP, Oak Street Funding
Adam Farag
Strategic Markets VP, Oak Street Funding
Adam Farag brings to Oak Street Funding 15+ years of experience in banking, specializing in business lending. He has successfully advised hundreds of business owners, helping them expand and thrive.
Since 2017, he has secured over $300 million in capital for wealth advisors for acquisitions, succession planning, and debt restructuring.
