Page 19 - 630578_IBAT-Jan-Feb2018

STEP ONE - MAKE THE CALL

Edith Snow
817-676-3316

James Walsh
281-794-0065

Celena Ivanitch
512-787-2164

Richard Grimes
469-543-9337

April 12-13, 2018
Successful strategies require INSIGHT. The Baker
Group has long been known for its proven software and products, Destin, Florida
but it takes insight to make sound, strategic decisions. For financial The Henderson
institutions, insight can be defined as the ability to see what others 200 Henderson Resort Way
may not see. Destin, FL 32541
855.741.2777
Successful financial institution managers know the importance of
achieving a high-performance plan. Establishing such a plan requires
not only sound data and accurate information, but also an insightful
partner; The Baker Group is that partner.
Agenda
The Baker Group’s Interest Rate Risk and Investment Strategies Thursday Friday
Seminar was developed specifically for managers of financial Breakfast Breakfast
institutions. Designed to meet the challenges of 2018, it is an in- Seminar Seminar
depth examination of current topics including: Lunch Conclusion
Seminar Golf
Dinner
• Market Conditions and the Banking Environment
• Interest Rates, Liquidity, and Balance Sheet Strategies: Guest Speaker
Everything’s a Cycle
• Modeling Interest Rate Risk: Best Practices and Christopher Thornberg — Founding Partner of
Beacon Economics, LLC
Regulatory Compliance
• Investment Strategy and Security Selection for Each Who Should Attend
Rate Environment
• Municipal Bonds and the Pension Crisis: How to Develop Financial institutions’ CEOs, CFOs, investment
a Process to Protect Your Portfolio officers, board members, and those who are
• Techniques for Managing MBS to Minimize Prepay Volatility directly or indirectly responsible for financial
• Liquidity, Cash Flow, and the Bond Portfolio management functions will benefit from this
seminar. There is no cost for this seminar.
For your convenience, register online at
GoBaker.com/florida. Call Skoshi Heron at CPE credits will be earned for your
888.990.0010 for more information. attendance.

Member: FINRA and SIPC Oklahoma City, OK | Atlanta, GA
www.GoBaker.com Austin, TX | Indianapolis, IN
800.937.2257 Salt Lake City, UT | Springfield, IL
January/February 2018 19