XPX Dallas - The Banking Environment: What’s Changed, Election Impacts, Health of the Industry (Real Estate, the Commercial Market)

2024 was fascinating and, at times, stressful year for us all, rife with uncertainty as we saw rising interest rates, global inflation, an election cycle like no other, two overseas wars, and more. The banking industry impacted U.S. deal markets as buyers scrambled to adjust their go to market strategy and deal economics in the new high-interest rate environment.

Join us for an informative and insightful panel discussion on the current banking environment and our panelist's thoughts on the following important topics: 1. What's changed? 2. How the election results will impact the banking landscape. 3. The potential rippled effects in the commercial real estate market. 4. How to advise your business owner clients, and more.

Moderator:

Daniel Drabinski
Founder & CEO
Integrated Strategies, LLC

Mr. Drabinski is the Founder and CEO of Integrated Strategies, LLC, a Dallas-based financial planning firm serving family offices, private equity firms, and self-employed professionals. With 24+ years of experience in investments, trading, portfolio management, and advisory, he previously led credit trading at Highland Capital Management and was Head Trader at ORIX Capital Markets. He began his career at Bear Stearns' High Yield Bond desk and Seaboard Ventures. A Babson College graduate in Corporate Finance & Investments, he holds advanced designations, including CFA, MSFS, CMT, AEP, and RICP, and completed the Accredited Estate Planner program at the American College

Our Speakers:

Margareth Fanini Aviles
Senior Vice President – Group Manager
Comerica

With 20+ years at Comerica Bank's Commercial Banking Group, Margareth is a Senior Vice President and Group Manager, guiding Middle Market clients towards their strategic and financial success. She specializes in customized solutions, including lending, risk management, cash management, M&A, and capital markets advisory. Her expertise spans various industries, from food & beverage to technology. She fosters strong client relationships and develop future leaders. Her dual citizenship and international trade background provide unique insights and value to her clients.

Matt Freimut
Market President
Truist Bank

Matt Freimuth is the Market President of North and East Dallas for Truist Bank, leading a team of bankers to support clients, build relationships, and serve the community. With over 12 years at Truist, he has excelled in roles across markets in Florida, the Northeast, and Texas. Actively engaged in nonprofit work, Matt serves on boards including Circle 10 Council Boy Scouts and Ronald McDonald House Charities. A graduate of the University of Georgia in Banking and Finance and the ABA Stonier Graduate School of Banking, he also completed executive education at Wharton. Truist Bank is a top 10 U.S. commercial bank.

Justin Krebbs
Marketing President
First United Bank Plano

Justin Krebbs is a seasoned banking professional with over 25 years of banking experience working with borrowing facilities in manufacturing, distribution, real estate development, multifamily, energy, agriculture, homebuilding, municipal finance, and logistics to name a few.  Currently, Justin is the Market President at First United Bank Plano. Beyond his banking expertise, Justin enjoys new bankers and future bankers. He assisted on an interim basis teaching Money and Banking at the college level and currently teaches First United Bank Elevate U college new hires “How Banks Make Money.

Registration Fees: 

XPX Dallas Members in Good Standing: Free.  Registration is required for food order purposes.  Please be sure to sign up.

XPX Chapter Network Members: $45.00
XPX Chapter Network Members Same Day/Walk-in Fee: $55.00

Non-Members: $55.00
Non-Members Same Day/Walk-in Fee: $65.00

Registration includes a full buffet breakfast plus coffee and juice.

First time guest. (Member referral is required- members (NOT GUEST) must email angie@exitplanningexchange to sign up their guest) 

Dallas Members Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member.  Please note that our memberships are not sharable.  Membership benefits are only for the Individual Approved Member, not for other employees of the same firm or company.  If you can't attend the event, please email angie@exitplanningexchange.com so she can remove you from the list.

Non-Members & XPX Chapter Network Members Cancellation Policy: You may request to cancel your registration for a full refund, up to 72 hours before the date and time of the event.  The sale is final after the 72 hour deadline. We are unable to issue a credit towards another meeting. This registration is not transferable to another individual - no substitutes please.