Advanced Portfolio Modeling webinar

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EW071813

Jul. 18, 2013 2:00-3:00 p.m. CT

Take your investment portfolio to the next level. This webinar will lay out an advanced approach to constructing and improving upon your investment portfolio. You will also learn to utilize and harness performance measurement and attribution in your portfolio's operation.

This event is produced by the CUNA Center for Professional Development and endorsed by the CUNA CFO Council.

All CUNA CFO Council members receive this webinar for $99 (originally $219). For more information, click here.

Topics covered include:

  • Concepts in portfolio construction
  • Performance measurement and attribution

This webinar is part of CUNA Advanced Investing and ALM eSchool, starting July 11, 2013.

Who Should Attend

This webinar is beneficial for board members, credit union financial staff and senior executives interested in gaining fundamental knowledge of fixed income investing. Affiliation with CUNA/League is required for attendance.

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EW071813

Jul. 18, 2013 2:00-3:00 p.m. CT

Robert Perry

Robert joined ALM First Financial Advisors in 2010. As a financial advisor for the firm, Robert is primarily responsible for developing objective ALM and investment strategies appropriate for client risk profiles. He also designs 'what-if' analyses to test client balance sheet exposure to various scenarios and formulates suggested action plans to maximize client performance within preset risk parameters. Robert previously served as managing director of the ALM and Investment Strategy division of DataTech Management in Los Angeles, California, and chief investment officer for First Coastal Bank in Manhattan Beach. Previously, Robert was a principal and product portfolio manager at Smith Breeden Associates, Inc., where he managed Smith Breeden's Enhanced Cash and Enhanced Equity Strategies. From 1996 to 2006, he managed Smith Breeden's bank consulting group which included the non-discretionary asset management and risk-reporting businesses. Robert has more than 24 years of experience in the banking and bank-consulting businesses. Over his career, he has spoken at many conferences, performed board of directors education and consulted with many financial institutions in the areas of ALM and Investment Strategy.

Stacey Wilkerson

Stacey joined ALM First Financial Advisors in 2005. As a financial advisor for the firm, Stacey is primarily responsible for developing objective ALM and investment strategies appropriate for client risk profiles. She also designs 'what-if' analyses to test client balance sheet exposure to various scenarios and formulates suggested action plans to maximize client performance within preset risk parameters. Stacey has also been instrumental in developing and implementing the firm's online services, including ALM First On-Demand and the Liquidity Forecast Model. Prior to joining ALM First, Stacey was the commercial card project manager at Electronic Data Systems (EDS), where she served as a computer programmer for six years. Stacey holds an MBA with a concentration in financial services from the University of Dallas; and a bachelor's degree in finance, management information systems, and general business from Texas Tech University in Lubbock.

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EW071813

Jul. 18, 2013 2:00-3:00 p.m. CT

Recorded Event

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

Recorded events can be accessed by anyone at a registered credit union through My Programs.

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EW071813

Jul. 18, 2013 2:00-3:00 p.m. CT

CUNA is a leading provider of webinars to the credit union movement. Just like face-to-face classes, CUNA webinars allow you to see and hear a presentation, ask questions of the speaker and refer to handouts. With topics spanning all credit unions' business areas, CUNA Training Bundle affordably provides unlimited access to all CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Registration includes credit union access to the recorded event through My Programs.

Connecting to Your Webinar

CUNA webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first-time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the speakers and your peers during live webinars.

You need a phone and a computer with an Internet connection. Event connection details will be emailed to registered attendees 24-48 hours prior to the event. If you register for an event on the day it is being held, please call 800-356-9655, ext. 4249 or email for assistance.

Recorded Event

All registrations include credit union access to a recording of this event. Recorded events are available within 48 hours of the live event. Recorded events can be accessed by logging into My Programs using your CUNA website username and password.

Discounts

CUNA Council members and CUNA Volunteer Network members receive a $50 discount. Credit unions with less than $10 million in assets receive a $50 discount. Apply promo code 0950SMALL during checkout. Your final price will be visible at checkout.

Please note: Only one discount available per registration.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) seven or more days before the start of the program are eligible for a refund of the amount paid minus a $30 administrative fee. No refunds will be granted if cancellation is received six days or less before a program begins. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

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