Portfolio Management in Low Rate Environments | Presented by
10:00 am - 11:30 am CST
Complimentary (members) / $120 per person (nonmembers)
Description: Portfolio managers are having to deal with a number of factors they’ve never seen: Low interest rates, municipal financial uncertainty, unparalleled government stimulus, and the prospect of compressed yields for several years to come. We will take a look at what the last year has done to community bank bond portfolios, will highlight some securities that present relative value in this market, and will make some suggestions about how to identify some potential issue in your current holdings.
- The influence the Federal Reserve is having on the shape of the yield curve
- Strategies to protect against prepayment risk
- Popular investments that have emerged in 2021
Who should attend: Those working as CEOs, CFOs, investment managers, directors, and anyone responsible for balance sheet or investment portfolio management that have the working knowledge necessary to benefit from the content of this webinar.
Speaker: Jim Reber is President and CEO of ICBA Securities. He has over 30 years of financial services experience, and is a frequent speaker and lecturer at bank investment seminars and workshops. Jim also writes a monthly investment column for Independent Banker magazine. He is a CPA and a CFA.