This program will explore contemporary and timeless challenges facing community financial institutions and develop a process to robustly evaluate risk, reward, and profitability within a framework of enterprise regulatory optimization. Attendees will quantify the impact of a historic interest rate and policy environment on community bank balance sheets and strategy. Detailed attention will be given to critiquing and improving the measurement of interest rate, option, credit risk, and sector-based findings will be applied to investment portfolio, asset-liability, and enterprise risk management.
Education. Objectivity. Integrity. For over 20 years, we have staked our existence on these principles as well partner with our clients and empower them to act with conviction. By continually challenging conventional wisdom and unveiling common misconceptions, we provide a unique analytical process for disciplined decision-making.
We have grown from our roots helping to manage community depository investment portfolios and today we serve a full spectrum of capital markets participants, from broker-dealer, investment banking, and Registered Investment Advisory to cutting edge regulatory Performance Risk Management engagements.
Please note that attendees are required to bring a laptop for all sessions.
*Formerly known as Bond Math University
Monday, December 4, 2017 - Wednesday, December 6, 2017 8:00 AM - 4:59 PM
Four Seasons Resort Orlando at Walt Disney World10100 Dream Tree BoulevardOrlando, Florida 32836(407) 313-7777
Maria Zuber Madden
500 W. Madison, Ste. 450, Chicago IL 60661 | Phone: 312.521.1000 Fax: 312.521.1001
© 2017 Performance Trust Capital Partners, LLC
The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners (Performance Trust) may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information.