Executive Education
Annual Workshop on Community Bank Investments & Asset/Liability Strategies
- Graduate School of Bank Investments & Financial Management
- Faculty Development in International Business
- Conference on Community Bank Investments - Nevada
The Moore School of Business at the University of South Carolina along with the Graduate School
of Banking at Colorado are pleased to sponsor the 3rd Annual Workshop on Community Bank Investments
& Asset/Liability Strategies in Las Vegas, Nevada.
Download Brochure
Date Offered: August 27-29, 2008
$845 | $695 for additional participants from the same institution
Improve your bank's investment portfolio performance and asset/liability management
strategies (Please bring a summary of your bank's investment portfolio with you.)
Learn about:
- Risk-return features of mortgage-backed securities, callable agency securities, and municipal
bonds. What works best for your portfolio now?
- Funding that maximizes long-term earning opportunities
- Core deposit analytics
- Best practices in interest rate risk measurement and management
Workshop Objective:
The current interest rate environment presents significant challenges to community
bankers in managing their security portfolios and overall interest rate risk in the balance
sheet. This conference provides a critique of current investment alternatives, examines the
trade-offs between different funding alternatives, and describes strategies to enhance portfolio
performance and aggregate interest rate risk management practices.
What Will You Gain by Attending?
- You will examine the characteristics of high-performing community bank investment portfolios
- You will learn what features make some CMOs less attractive relative to other mortgage-backed securities
- You will learn how to assess the risk and return features of callable agencies
- You will learn why municipal securities still make sense for community bank portfolios
-
You will examine the costs and benefits of strategies employing FHLB advances and
other alternative funding sources
- You will hear a regulatory perspective on issues related to interest rate risk modeling, liquidity risk management practices, and hedging practices
- You will gain an understanding of the financial options embedded in your bank's balance sheet and how to manage the inherent risk exposures
- You will examine the impact of core deposit assumptions on earnings and EVE sensitivity analysis
- You will identify interest rate trends and assess strategies for yield curve management
- An economic outlook will provide insights into how your bank might best manage its investment portfolio and overall risk profile
Speakers:
- Robert Albertson, Sandler O'Neill
- Sean Doherty, Asset Management Group
- Mark Evans, Vining Sparks
- Timothy Koch, University of South Carolina & Graduate School of Banking at Colorado
- Ed Krei, The Baker Group
- Kent Musbach, Nexity Bank
-
Brett Patten, Nexity Bank
- Marc Steckel, FDIC
- Randy Wade, Vining Sparks
Location Information
Monte Carlo
Resort & Casino
3770 Las Vegas Blvd. South
Las Vegas, Nevada
August 27th and 28th - $79 per night / August 29th - $129
For Room Reservations, call 1.800.311.8999 or 702.730.7000. Ask for the group
rate for XGSBC. Register by August 1 for the above rates.