Oklahoma Seminar

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As the economic environment transitions into a new phase, bank managers must gear up to meet new challenges and opportunities. Achieving high performance in a fast-changing environment requires powerful tools, techniques, and processes to find the optimal balance between risk and reward. It also requires a partnership with proven winners.

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

  • Balance Sheet Trends, Economic Conditions, and Fed Policy
  • Regulatory Expectations for Interest Rate Risk and Investments
  • Reporting Tools for Optimal Management
  • Hot Topics for Interest Rate Risk: Non-Maturity Deposits and Modeling Assumptions
  • Security Selection and Relative Value Analysis
  • Strategies for High Performance Investment Management
  • Cash Flow, Liquidity, and the Bond Portfolio
  • Managing Investment Risk: Strategy and Tactics
  • Sector-Specific Risk Management: MBS Prepays and Municipal Bond 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.

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.

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

Seminar Schedule
Thursday, October 16
1:00
6:30
 p.m.
 p.m.
Golf – Gaillardia Country Club - website
Dinner – Mickey Mantle’s Steakhouse - website
Friday, October 17
7:30
9:00
11:30
4:00
 a.m.
 a.m.
 a.m.
 p.m.
Breakfast
Seminar Begins
Lunch
Conclusion

Hotel Reservations

You are responsible for your own hotel reservations. A block of rooms has been reserved for The Baker Group Seminar participants. The special room rate will be available until September 14th or until the group block is sold-out, whichever comes first. 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 405.272.3040 to make hotel reservations.

The Skirvin Hilton
One Park Avenue | Oklahoma City, OK 73102
Reservations: 405.272.3040 | Hotel price: $159 + tax
Website


Speakers

John Ryding is the Chief Economist and a founding partner of RDQ Economics LLC—a New-York based independent macroeconomic consulting, advisory, and research firm. John formed RDQ Economics with Conrad DeQuadros following the merger of Bear Stearns and JPMorgan in 2008. Prior to the merger, John was the Chief U.S. Economist for Bear Stearns, where he worked since 1991. During his time at Bear, John was frequently recognized in the Institutional Investor polls for his work on economics and monetary policy.

RDQ Economics LLC continues in the tradition of John and Conrad’s economic and market analysis at Bear. The hallmark of this analysis was the consistent application of classical economic and monetary principles and this discipline has produced superior anticipation of changes in the stance of monetary policy and movements in economic growth, inflation, equity prices, and bond yields. Their approach to economics pays close attention to market prices, such as commodities, gold, and foreign exchange rates, that they believe capture shifts in the stance of monetary policy, as well as to the incentive effects of shifting tax rates. In 2003, John was invited to meet with the President of the United States to advise on changes to the tax treatment of dividends. He also served on New York Governor George Pataki’s Tax Reform Commission in 2005 and is currently an advisor to New York State on the economy and tax revenues.

Prior to 1991, John spent 12 years in central banking. From 1980 to 1989 he worked at the Bank of England. During that time he ran the Bank’s forecast group (1984-87) and then became an advisor on balance of payments issues (1987-89). John then moved to the Federal Reserve Bank of New York for two years to work as a Senior Economist on U.S. financial markets (where he focused on the housing market and the transmission mechanism of monetary policy) and then as a visiting Senior Economist to the New York Fed’s Open Market Desk, where he prepared reports for the FOMC on domestic financial conditions and conducted ad hoc research projects.

John is a graduate of Sidney Sussex College, Cambridge in 1980. He is a frequent commentator on economics on CNBC, Bloomberg, Fox Business News, and the BBC. He is widely quoted in the Wall Street Journal and the Financial Times.

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.

Ryan W. Hayhurst of The Baker GroupRyan W. Hayhurst joined The Baker Group in 1991 as an intern while attending the University of Oklahoma and is now a Managing Director and Manager of the Financial Strategies Group. Ryan develops Investment and Asset/Liability Management strategies designed for the specific needs of community banks. He is integrally involved in the development of several software systems by The Baker Group Software Solutions Inc. to help banks with Interest Rate Risk Management, Fixed Income Analytics, Investment Portfolio Accounting, and Bank Budgeting and Planning. Ryan speaks nationally at banking conventions and events and he serves on the faculty of several community banking schools. Ryan regularly develops and presents regional as well as online seminars with a focus on investment and asset/liability education and he presents to community bank Investment, ALCO, and Board Meetings.

Edward A. Krei of The Baker GroupEdward A. Krei is a Managing Director and Board member of The Baker Group. He is a frequent speaker at banking and investment conferences, an instructor for financial institution regulatory agencies and a faculty member of numerous banking schools.

Ed received his Bachelor of Business Administration Degree in Accountancy from the Universityof Mississippi and was gold medalist on the CPA examination in Tennessee. He has served on the boards of numerous civic and charitable organizations. Ed is a registered principal with FINRA.

Lester F. Murray of The Baker GroupLester F. Murray joined the Baker Group in 1986 and is currently a Sr. Vice-President within the firm’s Financial Strategies Group. In that capacity, he works with community banks in helping them develop and implement Investment and A/L Management strategies. Lester is also a frequent speaker at various investment conferences and educational seminars. Before joining Baker, he worked at two broker/dealer banks in Oklahoma City and was also an Assistant National Bank Examiner. He is a graduate of Oklahoma State University.

Phil Stenseth of The Baker GroupPhil Stenseth, CFA is a Managing Director of The Baker Group. He is responsible for directing the firm’s fixed income trading operation. He is instrumental in the firm’s development of bank investment portfolio and interest rate risk management strategies, researching new investment products, and monitoring bank regulatory and compliance issues. Additionally, Phil has revised and continues to enhance the firm’s proprietary software programs designed to assist clients in the management of their investment portfolio (APM) and the overall interest rate risk of the bank (IRRM).

Phil regularly conducts educational seminars for banking groups and associations nationwide. He has addressed various bank trade associations and serves as a faculty member of several national and regional banking schools. Phil has been frequently published in many banking journals and periodicals. Phil holds a Bachelor of Science degree in Finance from the University of Arizona and is a Chartered Financial Analyst (CFA). He is a member of the Association for Investment Management and Research (AIMR) and the Financial Analysts Society. Additionally, Phil is registered as a general securities representative with the Financial Industry Regulatory Authority (FINRA).


Location

October 16-17, 2014
Oklahoma City, Oklahoma
The Skirvin Hilton

One Park Avenue
Oklahoma City, OK 73102
405.272.3040
map
Website

You are responsible for your own hotel reservations. Hotel registration deadline is September 14, 2014. A block of rooms has been reserved for The Baker Group Seminar participants. Information and the registration link is provided in the left column below the seminar schedule.


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Frequently Asked Questions

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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 October 10, 2014.

2014 Oklahoma Seminar Registration.