This Baker Group seminar was developed specifically for managers of financial institutions. Designed to meet the market challenges of today and to prepare for an uncertain future, it is an in-depth examination of the current topics below.

Interest Rate Risk and Investment Portfolio Management in a Post COVID-19 World

• Economic Update Including High Frequency (Daily) Data Series for a Timely Look at How Quickly the U.S. and Illinois Economies are Recovering
• Review of Recent Federal Reserve Actions to Help the Economy and the Outlook for Fed Policy
• Liquidity and Interest Rate Risk Regulatory Expectations in the Wake of COVID-19
• Finding the Best Relative Value in Today’s Bond Market
• Impact of Oil Collapse and COVID-19 on Municipal Credit Risk with Recommendations of What to Buy and What to Avoid
• Impact of Rising Mortgage Delinquencies and Forbearance on MBS Cash Flows with Recommendations of What to Buy and What to Avoid

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.

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

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.

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.

For your convenience, register for the seminar online at GoBaker.com/illinois. For more information, call Skoshi Heron at 888.990.0010.

INTENDED FOR USE BY INSTITUTIONAL INVESTORS ONLY. Any data provided herein is for informational purposes only and is intended solely for the private use of the reader. Although information contained herein is believed to be from reliable sources, The Baker Group LP does not guarantee its completeness or accuracy. Opinions constitute our judgment and are subject to change without notice. The instruments and strategies discussed here may fluctuate in price or value and may not be suitable for all investors; any doubt should be discussed with a Baker representative. Past performance is not indicative of future results. Changes in rates may have an adverse effect on the value of investments. This material is not intended as an offer or solicitation for the purchase or sale of any financial instruments.