December 5, 2017

Minneapolis, Minnesota
JW Marriott Minneapolis Mall of America

   2141 Landau Lane
   Minneapolis, MN 55425

Don’t delay,
register today!

One person per submission, please.

Registration deadline is December 1, 2017.

Seminar Information

Leadership requires vision. For financial institutions, vision can be defined as “the ability to see and assess an unfolding financial landscape.” Successful managers seek out the tools, resources, and processes that bolster sound decisions in the face of changing market conditions. They also develop the plans and winning strategies necessary to lead their financial institutions to high performance. Establishing such a plan requires a trusted partner; The Baker Group is that partner.

The Baker Group’s Interest Rate Risk and Investment Strategies Seminar is developed specifically for managers of financial institutions. Designed to meet the challenges of 2017, it is an in-depth examination of current topics including:

  • Market Conditions and the Banking Environment
  • Interest Rates, Liquidity, and Balance Sheet Strategies: Everything’s a Cycle
  • Modeling Interest Rate Risk: Best Practices and Regulatory Compliance
  • Investment Strategy and Security Selection for Each Rate Environment
  • Municipal Bonds and the Pension Crisis: How to Develop a Process to Protect Your Portfolio
  • Techniques for Managing MBS to Minimize Prepay Volatility
  • 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.

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. 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.

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, reservations should be made at the hotel by November 13, 2017. Room reservations received after this date will be confirmed on a space-and-rate available basis.  When you call for hotel reservations, be sure to identify yourself as a Baker Group attendee. For your convenience, call 612.615.0100 to make hotel reservations or click this link.

JW Marriott Minneapolis Mall of America
 2141 Landau Lane | Minneapolis, MN 55425
 Reservations: 612.615.0100
 Hotel price: Deluxe $195 + tax
 Web Reservations

Seminar Agenda

 a.m.Continental Breakfast