Illinois

Transition-Seminar-Masthead-Web

Gearing up for 2015’s anticipated time of transition, bank managers are equipping themselves with the information they need to face the unique challenges and opportunities that lie before them. Making a successful transition requires the right tools, techniques, and processes. But most importantly, it requires the right partner—The Baker Group—and one very special event.

The Baker Group’s Interest Rate Risk and Investment Strategies Seminar is developed specifically for managers of financial institutions. Designed to meet the transition challenges of 2015, it is an in-depth examination of current topics including:

  • Bank Performance Trends and Industry Landscape
  • Asset/Liability Management: Finding Keys to High Performance
  • Game-Plans for a Shifting Rate Environment
  • Managing Investment Risk: Strategy and Tactics
  • Regulatory Expectations for Interest Rate Risk and Investments
  • Modeling Assumptions and Key Simulations for Interest Rate Risk
  • Security Selection Decisions: Cash Flow and Relative Value
  • Sector-Specific Risk Management: MBS Prepays and Municipal Bond Credit Analysis
  • Liquidity, Cash Flow, and the Bond Portfolio
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.

Seminar Information

Attendance to the Investment Strategies and Interest Rate Risk Seminar is limited in order to allow attendees as much one-on-one and Q&A time as needed. The level of learning for this seminar is intermediate to advanced, and basic knowledge of finance and banking is recommended. 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.

CPE Credits

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.learningmarket.org.

Four hours of Economics, Finance, and Math CPE will be earned for your attendance.

Seminar Schedule

7:30

8:30

11:30

12:30

 a.m.

 a.m.

 a.m.

 p.m.

Continental Breakfast

Seminar

Lunch

Golf

Speakers

Jeffrey F. Caughron of The Baker GroupJeffrey F. Caughron has worked in financial markets and the securities industry since 1985, always with an emphasis on banking, investments, and interest-rate risk management. His trading experience includes several years on the Treasury desk for an international bank on Wall Street and subsequent positions trading Mortgage-Backed Securities and other Taxable Fixed Income products for regional broker/dealers. Jeff has expertise in broad Asset/Liability Management issues, working with institutional accounts on controlling interest rate risk exposures, and maximizing returns. He has published numerous articles on various risk management topics through the years, and is frequently quoted in the financial press. Jeff also serves on the faculty of the Midwest School for Community Bankers and the Bank Operations Institute. Jeff earned his degree in economics from the University of Oklahoma and is now an Associate Partner with The Baker Group LP where he serves as a market analyst and portfolio strategist.


Location

August 3, 2015
Springfield, Illinois
Illini Golf and Country Club

1601 Illini Road
Springfield, IL 62704
217.546.2830
map
Website


Viewing this from your mobile device, follow these instructions:

To install the Seminar Mobile App from your mobile device, select “Install App.” Then select the “Add Bookmark” icon and then “Add to Home Screen.” Now you can use the app from your home screen.

Or in your mobile browser, go to moblie.gobaker.com and follow the same steps.


Frequently Asked Questions

Click here to view the most frequently asked questions from our seminar attendees.

Fax Registration

To register by fax, click here to download the form.

One person per submission, please. Don’t delay, register today!

Registration deadline is July 28, 2014.

2014 Illinois Seminar Registration.