The Baker Group - Bank Investment Strategies for 3rd Quarter 2019 Webinar
Bank Investment Strategies for
3rd Quarter 2019 Webinar
Thursday, July 11, 2019
10:30 a.m. CDT
*1.5 Hours of CPE Credits
  • A Changing Game: The Market Moves and the Fed Pivots
  • Positioning the Bond Portfolio as The Cycle Turns
  • Using CMBS to Hedge the Risk of Falling Rates
  • MBS/CMOs: Finding Relative Value at Lower Rates
  • Municipal Bonds: Risk, Reward, and Strategy in a Shifting Economy
  • Regulatory IRR Update: Are Regulators Still Focusing on the Risk of Rates Rising?
Who Should Participate
Financial institutions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this webinar. There is no cost for this webinar.

The level of learning for this group internet based webinar is intermediate, and basic knowledge of finance and banking is recommended. No advance preparation is required. Because this webinar is presented without charge to attendees, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 1.888.990.0010.
The Baker Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

After completing this webinar, you will be able to:
  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Discuss the Investment Strategy Given the Current Economic and Interest Rate Environment
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds

*1.5 hours of Finance CPE Credits will be earned for your participation in this group internet based webinar.

*Webinar must be viewed on a desktop computer to obtain CPE credits. Participation cannot be verified for those who use tablets or cell phones.

To contact us with any questions you have, click the contact button below.
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INTENDED FOR USE BY INSTITUTIONAL INVESTORS ONLY. Any data provided herein is for informational purposes only and is intended solely for the private use of the reader. Although information contained herein is believed to be from reliable sources, The Baker Group LP does not guarantee its completeness or accuracy. Opinions constitute our judgment and are subject to change without notice. The instruments and strategies discussed here may fluctuate in price or value and may not be suitable for all investors; any doubt should be discussed with a Baker representative. Past performance is not indicative of future results. Changes in rates may have an adverse effect on the value of investments. This material is not intended as an offer or solicitation for the purchase or sale of any financial instruments.