October 11-12, 2018

Oklahoma City, OK
The Skirvin Hilton

One Park Avenue
Oklahoma City, OK 73102

Don’t delay,
 register today!

One person per submission, please.

Registration deadline is October 5, 2018.

Seminar Information

Successful strategies require INSIGHT. The Baker Group has long been known for its proven software and products, but it takes insight to make sound, strategic decisions. For financial institutions, insight can be defined as the ability to see what others may not see.

Successful financial institution managers know the importance of achieving a high-performance plan. Establishing such a plan requires not only sound data and accurate information, but also an insightful partner; The Baker Group is that partner.

The Baker Group’s Interest Rate Risk and Investment Strategies Seminar was developed specifically for managers of financial institutions. Designed to meet the challenges of 2018, 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 September 10, 2018. 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 1-800-HILTONS and mention The Baker Group Seminar (or group code BAKER) or click here for online hotel reservations.

The Skirvin Hilton
One Park Avenue | Oklahoma City, OK 73102
Reservations: 800.445.8667
Hotel price: Deluxe $159 + tax
Online Hotel Reservations

Seminar Agenda

Thursday, October 11

1:00 p.m.Golf — Oak Tree National (shotgun start)
Home of: US Amateur, PGA, Senior PGA, US Senior Open
6:30 p.m.Dinner — Mickey Mantle's 

Friday, October 12

7:00 a.m.Breakfast
8:00 a.m.Seminar
12:00 p.m.Lunch
4:30 p.m.Conclusion