|Event Date||Thu Jun 17 EDT (4 months ago)|
2020 may be behind us, but the year’s historic economic shocks and financial market volatility will leave a lasting impact on our business markets and balance sheets. As we strategize for the future, the importance of a dynamic and scenario-driven ALCO decision-making process is abundantly clear—especially given it may be harder than ever to predict the path ahead, and thus your bank’s performance.
This series will give you a good understanding of managing a bank's investments and portfolio to ensure that your balance sheet remains in a good position while staying in line with your bank strategy.
This webinar is designed to provide an introduction to the investment portfolio of a community bank. During this educational session, participants will gain insight into:
• Traditional bank investments, including key characteristics and a discussion on how to compare similar securities.
• Creating a portfolio of bonds that will complement the bank's balance sheet and interest rate risk position.
• The use of portfolio analytics to understand the existing portfolio of bonds, including cashflow profile, price risk, and overall sector mix.
Vice President, BOK Financial Institutions Group
• BOK Financial Institutions Group