Lender’s Perspective on Managing your Balance Sheet During a Crisis

Lender’s Perspective on Managing your Balance Sheet During a Crisis - Leumi USA

Lender’s Perspective on Managing your Balance Sheet During a Crisis

Led by Jeff Steigelman, Chicago Market President

Jeff Steigelman is Leumi’s Chicago Market President and manages the continued growth of the region’s business and the expansion of its commercial and industrial (C&I) loan and commercial real estate (CRE) practices. Jeff has more than 20 years of commercial banking experience in the Chicago area. He holds a B.A. from Webster University.

Monday May 18, 2020 12:00 pm CST

Live guide to the cares act

In order to provide our clients with the latest updates and information as it becomes available to us, we’ve partnered with Friedman LLP (link here) to go over key aspects of the recently passed CARES Act. Join our joint panel of experts for a virtual webinar followed by a live Q&A session.

Financial Planning for Small Businesses

Brian serves as Bank Leumi USA’s Planning and Insurance Manager and has over 14 years of experience with investment management, tax planning, estate planning, and retirement planning. Why financial planning becomes even more important for small businesses in a bear market How to build an investment portfolio specific to your business goals Human behavior and avoiding investing mistakes

Global Economic Perspective From Israel: Where do we go from here?

Led by Gil Bufman, Bank Leumi Israel Chief Economist Gil has served as Bank Leumi Israel Chief Economist since 2001. Gil has a lifetime of experience in Economics, having held senior positions at Bank Leumi, Bank of Israel, as well as the Ministry of Finance in Israel. He holds a Ph.D. from Tel Aviv University.

Bank Leumi USA (BLUSA) is a subsidiary of Bank Leumi le-Israel, B.M., an Israeli bank founded in 1902. In the U.S., banking products and services are provided through BLUSA, and brokerage products and services are provided by Leumi Investment Services Inc (LISI). LISI is a member of FINRA (www.finra.org) and SIPC (www.sipc.org), and is a wholly-owned subsidiary of BLUSA. Non-deposit investment products offered through Bank Leumi USA and LISI are:

Not insured by the FDIC or any other federal or government entity
Not guaranteed by BLUSA, Bank Leumi le-Israel, B.M., or any other bank
Subject to investment risks, including possible loss of the principal amount invested

The Weekly Reading List contains links to articles published by third-party sources. Neither BLUSA nor LISI make any guarantee, representation, or warranty as to the accuracy or completeness of statements or information by any third-parties. The Weekly Reading List should not be construed as legal, tax, accounting, securities, or investment advice, an offer to enter into a transaction, an investment allocation strategy, or the solicitation of an offer to enter into a transaction by any Leumi Group Unit. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Any forecasts or estimates should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. There is no guarantee that results will be achieved. Past performance is not an indicator of future results. There can be no assurance that estimated returns or projections will be realized or that actual returns or performance results will not materially differ from those estimated.

The articles which are provided for reference in the Weekly Reading List do not necessarily represent the views of the author, Bank Leumi USA (“BLUSA”), Leumi Investment Services Inc. (“LISI”), or other units of the Leumi Group (each, a “Leumi Group Unit” and collectively, “Leumi Group Units”).