Utah's Credit Unions: 2022 Investments Trends 2023 | Utah's Credit Union | 30 July 2023 | Webinar
Venue
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| Event Date |
Mon Jul 31 UTC (over 1 year ago)
In your timezone (EST): Sun Jul 30 8:00pm - Sun Jul 30 8:00pm |
| Location | Webinar |
| Region | All |
Details
Credit union balance sheets have changed substantially in the last 12 to 18 months. This presentation will look at recent trends in both credit union investment portfolios as well as the fixed income markets. We will also look ahead to anticipate which of these trends we expect to continue and which we expect to reverse.
Prior to leading the Brokerage Services division, Jonathan has served as an advisor with Catalyst Strategic Solutions. In this role he assisted client credit unions in meeting their goals in the areas of financial management, ALM analysis, investment portfolio analysis and strategic planning.
Prior to joining the Catalyst Strategic Solutions team, Jonathan acquired extensive fixed income market and portfolio management experience through 12 years with the retail and institutional fixed income desks at TD Ameritrade.
Speakers
2023 Speaker
Jonathan Jackson
Manage, Brokerage Services