Meeting/Event Information

FMS Friday, March 21st Breakfast Meeting

March 21, 2014
7:00 AM to 8:45 AM
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Red Brick Station (in White Marsh)
8149 Honeygo Blvd.
Nottingham, MD 21236
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Managing Interest Rate Risk in the Investments Portfolio- Presented by FTN Financial

Join us on Friday, March 21st at 7:00 AM at Red Brick Station for our first breakfast meeting of the year!

Steve Twersky, Executive Vice President and Manager of the Portfolio Strategies Group at FTN Financial Capital Markets, will be presenting.   Breakfast will be served.

Agenda

Breakfast and Registration: 7:00 AM- 7:30 AM
Presentation: 7:30 AM- 8:30 AM (1 HR CPE eligible)

Summary

With interest rates trending higher over the last year many portfolios have moved to net unrealized loss positions.  This has created both internal and external concerns at many institutions and brought the interest rate risk embedded in bond portfolios to the forefront.   This presentation will focus on how to best manage the rate risk in the investment portfolio as part of the full ALM process.   It will also focus on specific strategies to allow your portfolio yield to reprice higher as rates rise.  

Speaker Bio

Steve Twersky is responsible for managing the full depository institution support platform for FTN Financial. As manager of the Portfolio Strategies Group, Steve assists customers with all aspects of investment portfolio and balance sheet management including regulatory, tax, and accounting issues. In his broader role, Steve helps ensure that FTN’s comprehensive service package for depository institutions remains relevant to the continually changing banking environment.
Steve is a frequent speaker at banking and investment conferences around the country. He joined FTN Financial in 1984 after working at a major public accounting firm. Steve holds a bachelor’s degree from Indiana University and is a Certified Public Accountant.


Visit our website: www.fmsmdchapter.org 

Tickets

$25.00 Member Price- FMS Breakfast Meeting

$35.00 Non Member Price- FMS Breakfast Meeting
$39.00 after 05:00 pm March 19