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Event Date Thu Jun 17 EDT (4 months ago)
Location Webinar
Region All

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.


2021 Speaker


Marc Gall
Vice President, BOK Financial Institutions Group

Sponsors & Partners

2021 Sponsor

• BOK Financial Institutions Group