April 2-3, 2020

Destin, Florida
The Henderson

   200 Henderson Resort Way
   Destin, FL 32541

Don’t delay,
register today!

One person per submission, please.

Registration deadline is March 27, 2020.

The Baker Group’s Interest Rate Risk and Investment Strategies Seminar was developed specifically for managers of financial institutions. Designed to meet the market challenges of today, it is an in-depth examination of current topics including:

  • Economic Conditions, Interest Rate Outlook, and Fed Policy
  • Investment Strategies to Protect Yield and Fight Margin Compression
  • Liquidity and Interest Rate Risk – Thoughts on Current Conditions
  • Security Selection for the Bond Portfolio - Finding Relative Value
  • Funding, Loan trading, and CMBS – Strategies to Optimize the Balance Sheet
  • Municipal Bond Landscape: Strategies and Credit Analysis

Who Should Attend

Financial institutions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this seminar. There is no cost for this seminar.

Attendance to The Baker Group’s Interest Rate Risk and Investment Strategies Seminar is limited in order to allow attendees as much one-on-one and Q&A time as needed.

Course Format: Group live program.

Knowledge Level: The level of learning for this seminar is intermediate.

Prerequisites: Basic knowledge of finance and banking is recommended.

Advanced Preparation: None.

CPE Credits: 11 hours of Economics and Finance CPE credits will be earned for your attendance.

The Baker Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

After completing this seminar, you will be able to:

  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds

Refunds/Suggestions: Because this seminar is presented without charge to attendees, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the seminar. Your comments should be directed to Skoshi Heron at 1.888.990.0010.

Hotel Reservations

You are responsible for your own hotel reservations. A block of rooms has been reserved for The Baker Group seminar participants. To assure accommodation availability with The Henderson, reservations should be made at the hotel by February 28, 2020. Room reservations received after this date will be confirmed on a space-and-rate available basis. When you call or click here for hotel reservations, be sure to identify yourself as a Baker Group attendee and use Booking Code: 105671 in order to receive the correct rate.

The Henderson
200 Henderson Resort Way | Destin, FL 32541
Reservations: 855.741.2777
Hotel price: Deluxe $259 + tax
To book online, click here.

Seminar Agenda

Thursday, April 2

7:30 a.m.Breakfast
8:30 a.m.Seminar
12:00 p.m.Lunch
4:00 p.m.Adjourn
 6:30 p.m.Cocktails
 7:00 p.m.Dinner

Friday, April 3

7:30 a.m.Breakfast
8:30 a.m.Seminar
12:00 p.m.Conclusion
1:00 p.m.Golf — Regatta Bay Golf Course