Embed
Email

Poised to Benefit as Market Turns - SNL Financial

Document Sample

Shared by: yaofenji
Categories
Tags
Stats
views:
0
posted:
12/22/2011
language:
pages:
21
Poised to Benefit as Market Turns

July 28, 2009









1

Forward-Looking Information

This presentation contains forward-looking statements that relate to expectations, beliefs,

projections, future plans and strategies, anticipated events or trends and similar expressions

concerning matters that are not historical facts. The forward-looking statements contained herein

reflect our current views about future events and financial performance and are subject to risks,

uncertainties, assumptions and changes in circumstances that may cause our actual results to differ

significantly from historical results and those expressed in any forward-looking statement. Some

factors that could cause actual results to differ materially from historical or expected results include:

factors listed in the Company’s annual report on Form 10-K as filed with the Securities and Exchange

Commission; changes in general economic conditions, either nationally or locally in the areas in which

we conduct or will conduct our business; inflation, interest rate, market and monetary fluctuations;

increases in competitive pressures among financial institutions and businesses offering similar

products and services; higher defaults on our loan portfolio than we expect; changes in management’s

estimate of the adequacy of the allowance for loan losses; legislative or regulatory changes or

changes in accounting principles, policies or guidelines; management’s estimates and projections of

interest rates and interest rate policy; the execution of our business plan; and other factors affecting

the financial services industry generally or the banking industry in particular.

We do not intend and disclaim any duty or obligation to update or revise any industry information

or forward-looking statements set forth in this presentation to reflect new information, future events or

otherwise.









2

Why WAL?

Right time, right place, right management team

Management track record of building franchise value in down markets and realizing

shareholder value in good markets

• Expansion through strong organic growth and acquisitions



Located in desirable markets with solid long term growth prospects

• #4 market share in Nevada, #11 in Arizona and #11 in San Diego



Attractive commercial banking business

• Low cost and growing deposit base with a high percentage of non-interest bearing deposits



• Ability to expand by attracting seasoned bankers with long-standing relationships



Proactive in dealing with challenges

• Credit performance better than regional peers



Attractive valuation



Limited exposure to additional securities impairment charges and goodwill write-offs



3

Current Snapshot

Financial Highlights (as of 6/30/09) First Independent

Bank of Nevada

Assets: $5.7 Billion UT





Loans: $4.0 Billion Reno

Alta Alliance NV



Customer Funds: $4.7 Billion Bank

Oakland

Tang. Common: $437 Million CA

Bank of Nevada

TARP Preferred: $140 Million Las Vegas









41 branches across 5 bank subsidiaries

in 3 states (AZ, CA, and NV) AZ

Alliance Bank

of Arizona

Torrey Pines

Bank Phoenix

Avg. deposits per branch: $107 Million

San Diego



26 branches less than 5 years old Tucson







Deposits

Successfully built through de-novo (Dollars in millions) State Branches Loans Deposits / Branch



Bank of Nevada NV 15 $2,210 $2,107 $140

start-ups and acquisitions

1 FDIC assisted transaction First Independent

Bank of Nevada

NV 6 365 443 74





3 whole bank acquisitions Alliance Bank of AZ 11 688 804 73

Arizona

3 de novo start-ups Torrey Pines Bank CA 7 707 889 127

2 asset manager acquisitions Alta Alliance Bank CA 2 103 157 79

1 trust co. acquisition

4

Experienced Management Team

Member Title Years Previous Shares*

Robert Sarver Chair & CEO 25+ Zions, SW Val. Partners 2,616,744

Dale Gibbons CFO 25+ Zions, First Interstate 72,299

Duane Froeschle CCO 25+ Natl Bank Arizona 137,327

Merrill Wall CAO 25+ Zions, Ahmanson 70,813

Bruce Hendricks So. Nevada 25+ 1st Sec, Amer. Comrce 28,526

Grant Markham No. Nevada 25+ Sun State, First Interste 119.171

Jim Lundy Arizona 25+ Natl Bank Arizona 123,033

Gary Cady So. California 25+ Cal. Bank & Trust 59,077

Arnold Grisham No. California 25+ Korn/Ferry, Wells Fargo 19,435

Dennis Miller Asset Mgmt 25+ United Bank Arizona 186,800

Hal Erskine PartnersFirst 25+ MBNA & DuPont 40,000





*Excludes unexercised options and warrants

5

Proactive in Dealing with Challenges

Avoided subprime and condominium conversions

Limited residential land and gaming exposure

Held in-house single project lending limit to $15 million despite increase in legal lending

Credit limit to over $100 million during the past five years

Anticipated R.E. downturn in ‘06 and began identifying and eliminating weakest credits

Conservative underwriting with mean LTVs at origination of 41% on resi. land and 62%

for homes





Addressed securities portfolio concerns through aggressive writedowns

Book Value Mkt. Value



Private Label MBS

AAA 17.0 15.5

A/BBB 12.0 10.2

29.0 25.7

Securities Publicly Traded ARPS

Bank of America 5.9 13.6

Zions 3.4 4.5

Morgan Stanley 2.2 2.9

11.5 21.0

Trust Preferred

JP Morgan 30.1 15.3

State Street 2.0 1.2

CDO's ($31 million current) 4.0 0.9

36.1 17.4

Municipals - AAA/BBB (17 issuers) 20.9 20.8



Total 97.5 84.9



Raised $80 million of equity through two private placements in 2008

Capital In November 2008, added $140 million of TARP preferred to strengthen the balance

sheet

Completed $200 million common equity raise in May of 2009

6

Competitive Advantages

Over Large National Banks Over Small Community Banks



Flexibility and responsiveness Broader, more sophisticated

Deeper market knowledge product and service array



Local decision making Lower funding cost



Top management access Larger credit capacity



Strong local boards of directors Higher visibility / more offices



Significant employee and board Experienced professionals,

ownership large bank expertise





7

Balanced Loan Composition

Total Loan Composition Non-Owner Occupied CRE Loans (by Location)









Residential,

Consumer, 2% Clark NV, 49%

Commercial, 15%

19%







Non-Owner

Occupied CRE,

32% Other, 13%

San Diego CA,

12%

Bay Area, 4%

Owner-

Occupied CRE, Maricopa AZ, Washoe NV,

Pima AZ, 10%

32% 5% 7%









Total Loans ($ in millions) Non-Owner Occupied CRE Loans (by Type)



$4,500

$4,096 $4,029

$4,000

$3,633

Multi-Family,

$3,500 Warehouse,

9% Other, 4%

11%

$3,003

$3,000 Office, 20%





$2,500

Commercial

$2,000 $1,793 Land, 20%



Residential

$1,500 Retail, 19% Land, 17%



$1,000

2005 2006 2007 2008 2Q09

Total Loans

8

Curtailing NPA Migration



200,000

Non-Accrual + OREO

175,000 30+ Days Past Due (Leading Indicator)



150,000





125,000





100,000





75,000





50,000





25,000





0

07









08









09

7









8









9

07









7









08









8

-0









-0









-0









-0









-0

n-









n-









n-

p-









p-

ar









ar









ar

ec









ec

Ju









Ju









Ju

Se









Se

M









M









M

D









D

9

Attractive Deposit Franchise

High proportion of noninterest bearing demand deposits provides strong,

low-cost funding base for wide margins





Deposit Composition - 6/30/09 Deposit Trends ($ in millions)



2005 – 2009Q2 Total Deposit CAGR – 18.9%

$5,000

$4,392

$4,500



$4,000 $3,652 740

Interest $3,547

$3,400

Time Deposits Bearing $3,500

29.2% Demand

6.7% $3,000

$2,394

$2,500



$2,000



$1,500

Non-Interest

Bearing

$1,000

Savings & Demand

Money Market 25.2% $500

38.8%

$0

2005 2006 2007 2008 2Q09

Total Deposits









10

Peer Comparison: Deposit Mix

25.2

22.5 53.0 62.4







47.4 54.6

45.6 Percentile

18.4

75 to 90

40.6 50 to 75

25 to 50

13.4 42.9 10 to 25





10.0 33.9 6/30/09

36.1





4.7 27.6 30.3

29.2

DDA Now/MMA/Sav CDs

Peer group comprised of 80 publically held holding companies with assets

11

between $3 and $10 billion at March 31, 2009

Positioned to Take Market Share

June 30, 2008, $ in millions



Nevada Deposit Market Share Arizona Deposit Market Share

Rank Institution Deposits Share (%) Rank Institution Deposits Share (%)

1 Bank of America 9,683 26.4 1 JPMorgan Chase 19,804 26.7

2 Wells Fargo 9,172 25.0 2 Wells Fargo 17,302 23.3

2Q09

3 Zions Bancorp 4,808 13.1 3 Bank of America 16,176 21.8

4 Western Alliance 2,388 6.5 2,550 4 Zions Bancorp 3,975 5.4

5 U.S. Bancorp 1,760 4.8 5 Compass 3,000 4.0

6 Citibank 1,491 4.1 6 Marshall & Ilsley 2,907 3.9

7 JPMorgan Chase 1,361 3.7 7 Meridian 1,544 2.1

8 Community Bancorp 1,256 3.4 8 Capitol Bancorp 789 1.1

9 Colonial BancGroup 683 1.9 9 Northern Trust 753 1.0 2Q09

10 Irwin Financial 457 1.2 10 U.S. Bancorp 699 0.9

Total 36,702 100.0 11 Western Alliance 657 0.9 804

Total 74,211 100.0







San Diego Deposit Market Share Projected Population Growth (’08 – ’13)

Rank Institution Deposits Share (%)

1 Wells Fargo 10,601 22.7 25.0%

2 Bank of America 8,550 18.3

20.0%

3 JPMorgan Chase 7,506 16.1 20.0%

17.5%

4 Mitsubishi 4,313 9.3

5 Zions Bancorp 2,455 5.3 15.0%

6 FBOP Corp. 2,057 4.4

7 U.S. Bancorp 2,008 4.3 10.0%

8 Citibank 1,240 2.7 6.3%

9 PacWest Bancorp 1,025 2.2 5.0% 3.7%

2Q09

10 Comerica 637 1.4

11 Western Alliance 540 1.2 889 0.0%

NV AZ San Diego U.S.

Total 45,715 100.0



12

WAL Balance Sheet Growth

Western Alliance Rank Among Public

Banks & Thrifts

Date Assets (millions) Rank



12/31/02* $ 872 # 333



12/31/05 $ 2,857 # 158



3/31/09 $ 5,267 # 97





* WAL IPO on 6/30/05





13

Strong, Stable Margin Premium

4.60

4.50

4.40

4.40 4.36

4.24 4.27

4.20

56 bps

4.00

3.84

3.78 85 bps

3.80

3.64

3.60 3.54

3.42

3.40



3.20

2005 2006 2007 2008 1Q09*

Western Alliance

Publicly held banks, assets $3b-$10b





14 *note: WAL margin reflects 1H09, peers 1Q09

Peer Comparison: Interest Margin

6.1 2.8 4.4

4.3



5.9 2.5



3.8 Percentile



75 to 90

5.5

50 to 75

1.9 3.3 25 to 50

10 to 25

5.2



1.6 1.6 6/30/09

2.8

5.0



4.8 1.2 2.4

Earning Assets Cost of Funding Interest Margin



Peer group comprised of 80 publically held holding companies with assets

15

between $3 and $10 billion at March 31, 2009

Improved Capital Position - WAL



(millions)

12/31/08 6/30/09

Tangible Common $270 $437

Tier I Capital $457 $613

Total Capital $576 $732



TCE Ratio 5.3% 7.7%

Tier I Common RBC 5.9% 9.4%

Tier I Leverage 8.9% 11.7%

Total Capital 12.3% 15.7%





16

Peer Comparison: Capital

11.7

9.5 11.2 16.2



15.7



10.2

14.9

7.9 7.7

Percentile

75 to 90

8.9 50 to 75

13.6

6.5 25 to 50

10 to 25

7.9

6/30/09

5.1 11.9







4.0 6.3 10.8

Tang Common Equity Tier 1 Leverage Total Capital

Peer group comprised of 80 publically held holding companies with assets

17

between $3 and $10 billion at March 31, 2009

SCAP Stress Test Highlights

Conducted capital stress test modeled after the

Supervisory Capital Assessment Program required of 19

largest domestic institutions with assets over $100 billion

Employed maximum presumed two-year loan loss rate

under the “More Adverse” scenario, which resulted in

10% cumulative losses when weighted by our loan mix

Tier I Common Risk-Based Capital ratio remained above

6% after stress at 12/31/10, required level of 4%

Actual first half 2009 loan loss rate of 2.4% annualized,

or less than half the presumed loss rate for the two year

period 2009 - 2010

Tier I Common RBC ratio estimated to remain above 9%

at 12/31/10, if future losses continue at same level

incurred during first half 2009



18

Solid Tsunami WAL

Continued strong operating performance: growing

franchise, enviable deposit mix, stable margin,

increasing cash flow

Cleaned up investment portfolio, mark to market

gain at 6/30/09, first time since IPO

Demonstrated superior loan underwriting, credit

performance metrics

Capable of withstanding dramatically increased

losses, during exceptional stress scenario from

strong operating cash flow and capital position

Well positioned to leverage distressed environment,

acquisition of experienced relationship managers,

financial institutions

Valuation at tangible book, not inflated by

unrecognized securities losses

19

Landscape of Opportunities

The marketplace is rich with opportunities for WAL



Competitors Under Pressure Growth Opportunities

Large national Attempting to consolidate Customer acquisitions

recent deals or

banks preoccupied with internal Banker team acquisitions

issues

Lending at relative Better lending terms

standstill at local

business level Improve operating

efficiency

Dealing with layoffs and

Out-of-footprint restructuring Failed bank / deposit

regionals acquisitions

Regulatory pressures

Retreat from markets Opportunistic acquisitions

due to lack of local of stressed but not failing

knowledge, risk aversion institutions

Balance sheet stress /

Small local banks credit Population growth and

density / economic

Capital outlets drying up recovery



20

July 28, 2009









21



Related docs
Other docs by yaofenji
corrigendum2_1_
Views: 0  |  Downloads: 0
Early 19th Century Mexico
Views: 0  |  Downloads: 0
Swing Chapter 8
Views: 0  |  Downloads: 0
First Time Home Buyer Seminars
Views: 0  |  Downloads: 0
1-duc-in-altum-
Views: 0  |  Downloads: 0
By registering with docstoc.com you agree to our
privacy policy

You are almost ready to download!

You are almost ready to download!