Seminars – Banks

For years, Baker Group representatives have spoken at banking schools, seminars, conventions, and workshops across the country in order to help community financial institutions and credit unions gain insights and education on key topics that are relevant to their respective institutions.

The Baker Group Seminars

April 28-29, 2022

Location

Hotel Granduca Austin
320 S Capital of Texas Hwy
West Lake Hills, TX 78746
(844) 306-6400

Event Details

Two years after the pandemic left banks drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and banks are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs is a search for yield and will likely renew their focus on the Investment Portfolio and Interest Rate Risk Management in 2022. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet risk in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for an uncertain 2022.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update – Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot – Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk – How to ensure you are prepared for the heightened regulatory focus coming in 2022
  • Liquidity Risk Management – Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies – Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market – Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update – The latest on managing municipal credit risk and finding the best relative value
Featured Speaker
David Rosenberg

David Rosenberg
President and Chief Economist & Strategist with Rosenberg Research & Associates Inc.

David Rosenberg is the President and Chief Economist & Strategist of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions. Mr. Rosenberg received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019.

From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Woods survey of Canadian economists for ten years in a row.

Notice: This Event Is Full

Sorry, but we are no longer accepting registrations for this seminar due to reaching maximum capacity. Contact your broker or Skoshi Heron with any additional questions.

Attendees

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.

Accommodations

A block of rooms is available at the Hotel Granduca Austin. Identify yourself as a Baker Seminar attendee when calling (844) 306-6400. The special room rate will be available until April 4, 2022 or until the room block is sold out. Hotel price: Deluxe $239 + fees/tax.

Hotel Granduca Austin
320 S Capital of Texas Hwy
West Lake Hills, TX 78746
(844) 306-6400
Hotel price: Deluxe $239 + fees/tax

Agenda
Thursday, April 28, 2022
Time Agenda
1:30 pm
Golf (Shotgun Start) - Barton Creek
6:30 pm
Cocktails and Dinner at the Granduca
Friday, April 29, 2022
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
4:00 pm
Conclusion

Guest Speaker: Dr. Lacy H. Hunt

Guest Speaker Lacy Hunt for The Baker GroupDr. Lacy H. Hunt, an internationally-known economist, is Executive Vice President of Hoisington Investment Management Company, which manages over $3 billion for pension funds, endowments, insurance companies, and others. In this position he is also Vice Chairman of the Strategic Investment Committee.

Lacy is the author of two books and numerous articles in leading magazines, periodicals and scholarly journals. Included among the publishers of his articles are Barron’s, The Wall Street Journal, The New York Times, and the Journal of Finance. He is a regular contributor to Standard and Poor’s Credit Week and The Blue List. Dr. Hunt’s views have been quoted many times by the Wall Street Journal, the New York Times, Business Week, Barron’s, U.S. News & World Report, Investor’s Business Daily, and many other periodicals. He has been a guest on PBS on the Nightly Business Report, the News Hour, and Wall Street Week. He has been on CNN’s Moneyline and Business Morning and on CNBC’s World Business and Business Insiders. He was also on the CBS Evening News, NBC’s Today Show, and ABC’s World News Tonight.

For nearly fourteen years he was Chief U.S. economist for the HSBC group, one of the world’s largest financial institutions. He was also Executive Vice President and Chief Economist at Fidelity Bank. Earlier he served as Vice President for Monetary Economics at Chase Econometrics Associates. A native of Texas, Dr. Hunt held the position of Senior Economist for the Federal Reserve Bank of Dallas. Lacy earned his BA from the University of the South (1964), his MBA from the Wharton School of the University of Pennsylvania (1966), and his Ph.D. in Economics from Temple University (1969).

Course Format

Group live program.

Knowledge Level

The level of learning for this seminar is intermediate.

Prerequisites

Basic knowledge of finance and banking is recommended.

Advanced Preparation

None.

CPE Credits

7 hours of Economics and Finance CPE credits will be earned for your attendance.

Logo for the National Registry of CPE SponsorsThe 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.nasbaregistry.org.

After completing this seminar, you will be able to:

  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds
Refunds/Suggestions

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.

June 13, 2022

Event Details

Two years after the pandemic left banks drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and banks are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs is a search for yield and will likely renew their focus on the Investment Portfolio and Interest Rate Risk Management in 2022. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet risk in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for an uncertain 2022.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update – Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot – Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk – How to ensure you are prepared for the heightened regulatory focus coming in 2022
  • Liquidity Risk Management – Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies – Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market – Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update – The latest on managing municipal credit risk and finding the best relative value
Location

West Des Moines, Iowa
Glen Oaks Country Club
1401 Glen Oaks Drive
West Des Moines, IA 50266
515.221.9000

Attendees

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.

Agenda
Monday, June 13, 2022
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
1:00 pm
Golf - Glen Oaks Country Club
Glen Oaks Country Club Location of The Baker Group's Seminar

Course Format

Group live program.

Knowledge Level

The level of learning for this seminar is intermediate.

Prerequisites

Basic knowledge of finance and banking is recommended.

Advanced Preparation

None.

CPE Credits

3.5 hours of Economics and Finance CPE credits will be earned for your attendance.

Logo for the National Registry of CPE SponsorsThe 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.nasbaregistry.org.

After completing this seminar, you will be able to:

  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds
Refunds/Suggestions

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.

*Due to COVID-19, Baker reserves the right to convert in-person events to virtual delivery with as much advance notice of the change(s) as is practical under the circumstances.

June 14, 2022

Event Details

Two years after the pandemic left financial institutions drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and institutions are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs is a search for yield and will likely renew their focus on the Investment Portfolio and Interest Rate Risk Management in 2022. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet risk in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for an uncertain 2022.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update – Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot – Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk – How to ensure you are prepared for the heightened regulatory focus coming in 2022
  • Liquidity Risk Management – Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies – Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market – Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update – The latest on managing municipal credit risk and finding the best relative value
Location

Ashland, Nebraska
Quarry Oaks Golf Club

16600 Quarry Oaks Dr
Ashland, NE 68003
402.944.6000

Attendees

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.

Agenda
Tuesday, June 14, 2022
Time Agenda
8:00 am
Breakfast
9:00 am
Seminar
12:00 pm
Lunch and Golf to Follow
Wilderness Ridge Golf Club in Lincoln, Nebraska

Course Format

Group live program.

Knowledge Level

The level of learning for this seminar is intermediate.

Prerequisites

Basic knowledge of finance and banking is recommended.

Advanced Preparation

None.

CPE Credits

3 hours of Economics and Finance CPE credits will be earned for your attendance.

Logo for the National Registry of CPE SponsorsThe 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.nasbaregistry.org.

After completing this seminar, you will be able to:

  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds
Refunds/Suggestions

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.

*Due to COVID-19, Baker reserves the right to convert in-person events to virtual delivery with as much advance notice of the change(s) as is practical under the circumstances.

July 27, 2022

Event Details

Two years after the pandemic left financial institutions drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and institutions are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs is a search for yield and will likely renew their focus on the Investment Portfolio and Interest Rate Risk Management in 2022. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet risk in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for an uncertain 2022.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update – Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot – Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk – How to ensure you are prepared for the heightened regulatory focus coming in 2022
  • Liquidity Risk Management – Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies – Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market – Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update – The latest on managing municipal credit risk and finding the best relative value
Location

Delta Hotels by Marriott Fargo
1635 42nd St SW
Fargo, ND 58103
701.277.9000

Attendees

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.

Agenda
Wednesday, July 27, 2022
Time Agenda
8:00 am
Breakfast
9:00 am
Seminar
12:00 pm
Lunch
3:00 pm
Conclusion

Course Format

Group live program.

Knowledge Level

The level of learning for this seminar is intermediate.

Prerequisites

Basic knowledge of finance and banking is recommended.

Advanced Preparation

None.

CPE Credits

6 hours of Economics and Finance CPE credits will be earned for your attendance.

Logo for the National Registry of CPE SponsorsThe 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.nasbaregistry.org.

After completing this seminar, you will be able to:

  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds
Refunds/Suggestions

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.

August 1, 2022

Event Details

Two years after the pandemic left financial institutions drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and institutions are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs is a search for yield and will likely renew their focus on the Investment Portfolio and Interest Rate Risk Management in 2022. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet risk in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for an uncertain 2022.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update – Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot – Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk – How to ensure you are prepared for the heightened regulatory focus coming in 2022
  • Liquidity Risk Management – Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies – Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market – Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update – The latest on managing municipal credit risk and finding the best relative value
Location

Illini Country Club
1601 Illini Road
Springfield, IL 62704
217.546.2830

Attendees

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.

Agenda
Sunday, July 31, 2022
Time Agenda
6:00 pm
Cocktails at Saputo’s (included)
7:00 pm
Dinner at Saputo’s (included)
Monday, August 1, 2022
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
11:30 am
Lunch
12:30 pm
Golf at Illini Country Club (included)
Illini Country Club

Course Format

Group live program.

Knowledge Level

The level of learning for this seminar is intermediate.

Prerequisites

Basic knowledge of finance and banking is recommended.

Advanced Preparation

None.

CPE Credits

3 hours of Economics and Finance CPE credits will be earned for your attendance.

Logo for the National Registry of CPE SponsorsThe 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.nasbaregistry.org.

After completing this seminar, you will be able to:

  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds
Refunds/Suggestions

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.

*Due to COVID-19, Baker reserves the right to convert in-person events to virtual delivery with as much advance notice of the change(s) as is practical under the circumstances.

August 30, 2022

Event Details

Two years after the pandemic left financial institutions drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and institutions are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs is a search for yield and will likely renew their focus on the Investment Portfolio and Interest Rate Risk Management in 2022. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet risk in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for an uncertain 2022.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update – Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot – Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk – How to ensure you are prepared for the heightened regulatory focus coming in 2022
  • Liquidity Risk Management – Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies – Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market – Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update – The latest on managing municipal credit risk and finding the best relative value
Location

SentryWorld Golf Course
601 Michigan Ave N
Stevens Point, WI 54481
715.345.1600

Attendees

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.

Agenda
Tuesday, August 30, 2022
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
1:00 p.m.
Golf (Enjoy a round of golf on us)
SentryWorld Golf Course

Course Format

Group live program.

Knowledge Level

The level of learning for this seminar is intermediate.

Prerequisites

Basic knowledge of finance and banking is recommended.

Advanced Preparation

None.

CPE Credits

3.5 hours of Economics and Finance CPE credits will be earned for your attendance.

Logo for the National Registry of CPE SponsorsThe 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.nasbaregistry.org.

After completing this seminar, you will be able to:

  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds
Refunds/Suggestions

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.

September 28, 2022

Event Details

Two years after the pandemic left financial institutions drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and institutions are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs in a search for yield and will have a renewed focus on the Investment Portfolio and Interest Rate Risk Management. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for the uncertainty ahead.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update – Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot – Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk – How to ensure you are prepared for the heightened regulatory focus coming in 2022
  • Liquidity Risk Management – Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies – Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market – Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update – The latest on managing municipal credit risk and finding the best relative value
Location

Findlay, OH
Findlay Country Club
1500 Country Club Drive
Findlay, OH 45840
419.422.9263

Attendees

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.

Agenda
Wednesday, September 28, 2021
Time Agenda
8:00 am
Breakfast
8:30 am
Seminar
12:00 pm
Lunch
1:00 pm
Golf

Course Format

Group live program.

Knowledge Level

The level of learning for this seminar is intermediate.

Prerequisites

Basic knowledge of finance and banking is recommended.

Advanced Preparation

None.

CPE Credits

4 hours of Economics and Finance CPE credits will be earned for your attendance.

Logo for the National Registry of CPE SponsorsThe 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.nasbaregistry.org.

After completing this seminar, you will be able to:

  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds
Refunds/Suggestions

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.

October 19–21, 2022

Event Details

Two years after the pandemic left financial institutions drowning in excess liquidity at historically low interest rates, the industry faces a new challenge… rising interest rates. The Fed has quickly pivoted from supporting the economy to fighting inflation and institutions are now facing the first rising rate environment in years. Regulators have watched with concern as loan and investment durations extended to record highs is a search for yield and will likely renew their focus on the Investment Portfolio and Interest Rate Risk Management in 2022. Portfolio managers can no longer be reactive, but must be proactive in managing their investment portfolio and balance sheet risk in the face of rising rates and a flattening yield curve. This seminar will examine all of these concerns and present actionable strategies to better prepare your institution for an uncertain 2022.

Join us for an in-depth discussion of the following topics:

  • Economic and Market Update – Review of current economic conditions and the outlook for growth, inflation, and interest rates
  • The Powell Pivot – Update on rate hikes, tapering, and the outlook for Federal Reserve monetary policy
  • Interest Rate Risk – How to ensure you are prepared for the heightened regulatory focus coming in 2022
  • Liquidity Risk Management – Best practices for managing liquidity risk as rates rise
  • Investment Portfolio Strategies – Adapting your strategy and finding the best relative value for rising rates and a flattening yield curve
  • MBS/CMO Market – Balancing prepayment and extension risk in an uncertain mortgage rate environment
  • Municipal Market Update – The latest on managing municipal credit risk and finding the best relative value
Location

The Skirvin Hotel
One Park Avenue
Oklahoma City, OK 73102
405.272.3040

Featured Speaker
Dr. Gary Shilling - Guest Speaker for The Baker Group

Dr. Gary Shilling
President of A. Gary Shilling & Company, Inc.

Dr. Gary Shilling is President of A. Gary Shilling & Company, Inc., the economic consulting firm he founded in 1978. Best known for analyzing and forecasting economic and financial developments in the U.S. and abroad, Shilling’s commentaries appear regularly in Forbes Magazine, The New York Times, and The Wall Street Journal.

Featured Speaker
David Rosenberg

David Rosenberg
President and Chief Economist & Strategist with Rosenberg Research & Associates Inc.

David Rosenberg is the President and Chief Economist & Strategist of Rosenberg Research & Associates Inc., an economic consulting firm he established in January 2020. He and his team have as their top priority providing investors with analysis and insights to help them make well-informed investment decisions. Mr. Rosenberg received both a Bachelor of Arts and Masters of Arts degree in Economics from the University of Toronto. Prior to Rosenberg Research, David was Chief Economist & Strategist at Gluskin Sheff + Associates Inc. from 2009 to 2019.

From 2002 to 2009, he was Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Prior thereto, he was Chief Economist and Strategist for Merrill Lynch Canada, based out of Toronto, where he and his team placed first in the Brendan Woods survey of Canadian economists for ten years in a row.

Notice: This Event Is Full

Sorry, but we are no longer accepting registrations for this seminar due to reaching maximum capacity. Contact your broker or Skoshi Heron with any additional questions.

Attendees

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.

Accommodations

A block of rooms is available at The Skirvin Hotel. Identify yourself as a Baker Seminar attendee (or group code TBG3) when calling +1 (800) HILTONS or click here to book online. The special room rate will be available until September 19, 2022 or until the room block is sold out.

The Skirvin Hotel

One Park Avenue
Oklahoma City, OK 73102
Reservations: 1-800-HILTONS
Hotel price: Deluxe $159 + tax

Agenda
Wednesday, October 19, 2022
Time Agenda
11:30 am
Lunch (Twin Hills Golf & CC)
1:00 pm
Golf

Enjoy lunch and a round of golf on us!

Thursday, October 20, 2022
Time Agenda
7:30 am
Breakfast
8:30 am
Featured Speaker Presentation
12:00 pm
Lunch
4:00 pm
Adjourn
6:30 pm
Cocktails and Dinner at Mickey Mantles, Transportation Provided.
7:00 pm
Dinner
Friday, October 20, 2022
Time Agenda
7:30 am
Breakfast
8:30 am
Seminar
12:00 pm
Conclusion

Guest Speaker: Dr. Lacy H. Hunt

Guest Speaker Lacy Hunt for The Baker GroupDr. Lacy H. Hunt, an internationally-known economist, is Executive Vice President of Hoisington Investment Management Company, which manages over $3 billion for pension funds, endowments, insurance companies, and others. In this position he is also Vice Chairman of the Strategic Investment Committee.

Lacy is the author of two books and numerous articles in leading magazines, periodicals and scholarly journals. Included among the publishers of his articles are Barron’s, The Wall Street Journal, The New York Times, and the Journal of Finance. He is a regular contributor to Standard and Poor’s Credit Week and The Blue List. Dr. Hunt’s views have been quoted many times by the Wall Street Journal, the New York Times, Business Week, Barron’s, U.S. News & World Report, Investor’s Business Daily, and many other periodicals. He has been a guest on PBS on the Nightly Business Report, the News Hour, and Wall Street Week. He has been on CNN’s Moneyline and Business Morning and on CNBC’s World Business and Business Insiders. He was also on the CBS Evening News, NBC’s Today Show, and ABC’s World News Tonight.

For nearly fourteen years he was Chief U.S. economist for the HSBC group, one of the world’s largest financial institutions. He was also Executive Vice President and Chief Economist at Fidelity Bank. Earlier he served as Vice President for Monetary Economics at Chase Econometrics Associates. A native of Texas, Dr. Hunt held the position of Senior Economist for the Federal Reserve Bank of Dallas. Lacy earned his BA from the University of the South (1964), his MBA from the Wharton School of the University of Pennsylvania (1966), and his Ph.D. in Economics from Temple University (1969).

Course Format

Group live program.

Knowledge Level

The level of learning for this seminar is intermediate.

Prerequisites

Basic knowledge of finance and banking is recommended.

Advanced Preparation

None.

CPE Credits

Economics and Finance CPE credits will be earned for your attendance.

Logo for the National Registry of CPE SponsorsThe 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.nasbaregistry.org.

After completing this seminar, you will be able to:

  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds
Refunds/Suggestions

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.

Other Speaking Events

January
Description

IBAT Winter Summit

Event Details
  • Date: 01-26-2020
  • Location: Avon, CO
  • Venue: IBAT
  • Event URL: Click Here
  • Speaker: Chris Wilson
February
Description

NDBA Management Conference

Event Details
  • Date: 02-15-2020
  • Location: Scottsdale, AZ
  • Venue: NDBA
  • Event URL: Click Here
  • Speaker: Lester Murray
Description

IBAT Regional Meetings

Event Details
  • Date: 02-24-2020
  • Location: Various Cities, TX
  • Venue: IBAT
  • Event URL: Click Here
  • Speaker: Baker Speakers
March
Description

NJBA Board & Management Summit

Event Details
  • Date: 03-05-2020
  • Location: Newark, NJ
  • Venue: NJBA
  • Event URL: Click Here
  • Speaker: Ryan Hayhurst
Description

2020 Young Bankers Division Conference

Event Details
  • Date: 03-07-2020
  • Location: Greensboro, GA
  • Venue: SCBA
  • Event URL: Click Here
  • Speaker: Dale Sheller
Description

IBAT Regional Meetings

Event Details
  • Date: 03-24-2020
  • Location: Various Cities, TX
  • Venue: IBAT
  • Event URL: Click Here
  • Speaker: Baker Speakers
Description

CBAI ALM Seminar

Event Details
  • Date: 03-25-2020
  • Location: Springfield, IL
  • Venue: CBAI
  • Event URL: Click Here
  • Speaker: Baker Speakers
Description

FHLB Chicago Group Meeting

Event Details
  • Date: 03-31-2020
  • Location: O'Fallon, IL
  • Venue: FHLB
  • Event URL: Click Here
  • Speaker: Ryan Hayhurst
April
Description

FHLB Chicago Group Meeting

Event Details
  • Date: 04-01-2020
  • Location: Springfield, IL
  • Venue: FHLB
  • Event URL: Click Here
  • Speaker: Ryan Hayhurst
Description

Managing Interest Rate Risk, Liquidity & Performance in a Rising Rate

Each attendee will receive a custom packet for their Institution which will include bank-specific performance data and peer group comparison, non-maturity deposit analysis, surge balance study, and a liquidity stress test.

Event Details
  • Date: April 22, 2020
  • Location: Charleston, WV
  • Venue: WVBA
  • Event URL: Click Here
  • Speaker: Baker Speakers
Description

CEO Network

Event Details
  • Date: 04-27-2020
  • Location: Annapolis, MD
  • Venue: CEO Network
  • Event URL: NA
  • Speaker: Baker Speakers
May
Description

CEO Network

Event Details
  • Date: 05-04-2020
  • Location: Annapolis, MD
  • Venue: CEO Network
  • Event URL: NA
  • Speaker: Baker Speakers
Description

FBA CFO Symposium

Event Details
  • Date: 05-07-2020
  • Location: Naples, FL
  • Venue: FBA
  • Event URL: Click Here
  • Speaker: Dale Sheller
Description

VBA ALM Seminar

Event Details
  • Date: 05-11-2020
  • Location: Charlottesville, VA
  • Venue: VBA
  • Event URL: NA
  • Speaker: Baker Speakers
Description

PA Bankers Annual Convention

Event Details
  • Date: 05-14-2020
  • Location: Bermuda, BM
  • Venue: PAB
  • Event URL: Click Here
  • Speaker: Ryan Hayhurst
Fill out my online form.
Fill out my online form.
Fill out my online form.
Fill out my online form.
Fill out my online form.
Fill out my online form.
Fill out my online form.
Fill out my online form.