Local experts answer tough questions on the economy, M&As and community banking, in our quarterly Banking & Finance report.

  • Expert Insights: Community banks

    Butch Dorian serves as the San Diego market president for Mutual of Omaha Bank, and is responsible for leading all aspects of the bank’s expansion and operations in the San Diego market. He has worked with small to midsize companies, from manufacturers to pure investor entities, and is familiar with all types of financing transactions and banking relationships. Dorian is an adjunct professor in finance at the University of San Diego.

  • Expert Insights: Community banks

    Richard Levenson is president of Western Financial Corp. and has been with the company since 1988. Previously he was employed by Intrading SA in Geneva, Switzerland, where he was responsible for the portfolio management of more than $40 million of equities and options and $10 million of Eurobonds diversified across multiple currencies. Levenson currently serves on the board of directors of Seacoast Commerce Bank in Chula Vista and Pacific Commerce Bank in Los Angeles, and is the chairman of the ALCO committee for both institutions.

  • Expert Insights: Mergers & acquisitions

    Phil Currie is the founder of Shoreline Partners, a San Diego-based, middle-market investment banking firm. Founded in 1992, Shoreline Partners and its wholly owned broker-dealer subsidiary, ShP Securities, advise privately owned companies in the Southwest in sale, merger and acquisition transactions, representing clients with annual revenue of $10 million to $200 million.

  • Expert Insights: Mergers & acquisitions

    Michael Kagnoff is a partner in DLA Piper's Corporate and Finance group. His practice focuses on general corporate representation of established and emerging technology, clean technology, medical device, biotech and health care services companies. He has extensive experience in public offerings, mergers and acquisitions, venture capital financing, strategic partnerships and licensing agreements.

  • Expert Insights: Economic outlook

    Ryan Ratcliff joined the faculty of the University of San Diego in 2008 as an assistant professor specializing in forecasting and macroeconomics. His research interests include the formation and updating of macroeconomic expectations, linkages between financial markets and the macroeconomy, state and regional economic forecasting, and the macroeconomic impact of housing cycles. He also spent three years at the renowned UCLA Anderson Forecast, where he was the primary author of the quarterly forecast for California.

  • Expert Insights: Economic outlook

    Marney Cox is the chief economist for the San Diego Association of Governments, and participates in local and statewide discussions on proposed public policy actions that influence the economy. He specializes in regional economies and works in the areas of growth forecasting, economic development, transportation infrastructure and program financing, municipal finance, and public policy for state and local governments.

  • Lawmakers: local governments lost $1.7 billion due to Lehman

    WASHINGTON -- Two lawmakers say Lehman Brothers' historic collapse cost school districts and local governments millions, forcing many to make major cutbacks.

  • Government aims to help more 'underwater' homeowners

    WASHINGTON -- The government launched a new effort on Monday to speed up the time-consuming, often-frustrating process of selling your home if you owe more than it's worth.

  • SEC's probe of Goldman could widen to other banks

    NEW YORK -- Goldman Sachs stepped up its defense against civil fraud charges Monday, telling clients it did not withhold information in a complex transaction involving risky mortgage securities. But a big question was: Will other big investment banks face similar charges?

  • Microfinance summit to raise awareness about the big impact of small loans

    During the past 18 months, there has been no shortage of dismal economic news. Unemployment remains above 10 percent. Foreclosures persist, despite government efforts to aid homeowners. Credit and loans are hard to come by, especially for small businesses. Could a $250 business loan to an emerging entrepreneur help the economy get back on track?

  • The Island’s CEO working to rebuild troubled credit union

    Despite a weak economy and losses from past loans, North Island Financial Credit Union has regained its footing and is beginning a slow climb toward growth, executives say.

  • Changes to tax laws keep advisers, accountants busy

    Income tax cuts enacted under former President George W. Bush are expected to expire for the wealthiest Americans at the end of the year, prompting those who advise them to begin their strategizing earlier rather than later.

  • U.S. fiscal policy could inflate next bubble

    In the wake of the real estate downturn, several economic observers agree that another bubble could stem from current U.S. monetary and fiscal policy, but disagree on whether one is currently forming or is a mere possibility several years hence.

  • San Diego bank ratings mirror national trends

    Most San Diego banks continued to stay the course in the fourth quarter, with a handful struggling more than others, according to a recent report released by Florida-based ratings firm BauerFinancial.

Banking & Finance Quarterly

Roundtables

Profiles

  • Swenson partner sees ethics as path to restoring corporate America

    Steve Austin, managing partner of Swenson Advisors LLP, believes attaining the highest standards of ethics begins with a “tone at the top” that ultimately guides the entire organization. He places a premium on personal and professional integrity and forthright business practices, which he said attracts like-minded employees and clients who subscribe to the same values.

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Containing Report

Banking & Finance

Banking & Finance is a one-stop shop for The Daily Transcript's news on the local economy, market conditions, capital and funding issues, and investment concerns.

Companion Reports

Banking & Finance Quarterly - January 2013

The Banking & Finance Quarterly report takes an in-depth look at the local economy, market conditions, financial institutions and more.

Banking & Finance Quarterly - November 2012

Local experts answer tough questions on the economy and investing in our quarterly Banking & Finance report.

Banking & Finance Quarterly - August 2012

The Banking & Finance Quarterly report takes an in-depth look at the local economy, market conditions, financial institutions and more.

Banking & Finance Quarterly - May 2012

The Banking & Finance Quarterly report takes an in-depth look at the local economy, market conditions, financial institutions and more.

Banking & Finance Quarterly - February 2012

Get an in-depth look at the state of our local economy, stock market conditions and community banking issues in this quarterly report.

Banking & Finance Quarterly - October 2011

The Banking & Finance Quarterly report takes an in-depth look at the local economy, market conditions, financial institutions and more.

Banking & Finance Quarterly - July 2011

The Banking & Finance Quarterly report takes an in-depth look at the local economy, market conditions, financial institutions and more.

Banking & Finance Quarterly - April 2011

The Banking & Finance Quarterly report takes an in-depth look at the local economy, market conditions, financial institutions and more.

Banking & Finance Quarterly - January 2011

The Banking & Finance Quarterly report takes an in-depth look at the local economy, market conditions, financial institutions and more.

Banking & Finance Quarterly - October 2010

Local experts answer tough questions on the economy and the future of commercial real estate in our quarterly Banking & Finance report.

Archived Reports

Banking & Finance

Banking & Finance is a one-stop shop for The Daily Transcript's news on the local economy, market conditions, capital and funding issues, and investment concerns.