Texas

2019 Seminar Logo-2

April 25-26, 2019

Dallas, Texas
The Westin Stonebriar Hotel

1549 Legacy Dr.
Frisco, TX 75034
972.668.8000
map
Website

Don’t delay,
register today!

One person per submission, please.

Registration deadline is April 19, 2019. 

For forty years, The Baker Group has been known for its proven software and products, and for helping clients make sound, strategic decisions.

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

  • Economic Overview, Market Update, and Fed Policy Outlook
  • Late Cycle Behavior – Preparing the Balance Sheet for the Next Environment
  • Best Practices to Comply with the Latest Liquidity and IRR Regulatory Guidance
  • What Should Our Institution Be Buying Today? Seeking the Best Relative Value
  • Managing Cashflow Optionality to Protect Against Extension and Contraction Risk
  • Protecting Your Portfolio with a Robust Municipal Credit Process

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 April 3, 2019. 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 972.668.8000 to make hotel reservations.

The Westin Stonebriar Hotel
1549 Legacy Dr. | Frisco, TX 75034
Reservations: 972.668.8000
Hotel price: Superior $189 + tax
Hotel website

Seminar Schedule

Thursday, April 25

12:00 p.m.Golf - Shotgun Start (Old American Golf Club)
6:00 p.m.Dinner - Hotel

Friday, April 26

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