CUNA Latest Trends in Investments eSchool (recorded)

CUNA Latest Trends in Investments eSchool (recorded)
03/04/2020 To 12/31/2020
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  • $1,295.00
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  • Non Member Price $2,590.00
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Attendees will learn the latest trends happening in investments, more Bloomberg knowledge, and have an opportunity to recertify their Certified Credit Union Investments Professional (CCUIP) designation, by customizing their education (Watch 8 out of the 12 sessions that work best for you and your credit union.).

This event is endorsed by CUNA Finance Council.

Who Should Attend

This eSchool is beneficial for investment professionals and those who are looking to recertify their CCUIP designation.


The Use and Abuse of Conventional Analytics
Speaker: Nigel Johnson

Moving beyond common dashboard metrics, attendees will start to develop a more consistent and useful methodology for evaluating cash flow risk versus reward starting with the concept of break-even.

Measuring Future Performance – How Do We Look Forward?
Speaker: Nigel Johnson

Scenario-based total return will be applied to option-free securities and discrete option cash flow structures. Pricing conventions, rolling the curve and reinvestment assumptions will be developed.

Decoding Bloomberg Analytics
Speaker: Gary Effman, CFA

Review the most commonly used Bloomberg Analytics screens used in the decision-making process and learn how to better understand and differentiate between similar offerings.

Speaker: Kurt Fritz

We will look at the prepayment behavior of adjustable-rate mortgages (ARM) versus fixed rate mortgages, also at a variety of risk including basis risk, cap and income risk and show you how to run comparative analysis.

Small Business Administration Offerings
Speaker: Tim McCrary

Examine the structured offerings from the Small Business Administration (SBA). Identify the key risks within the securities. Understand the relationship between interest rates, the economy and prepayments. Develop expected return profile and review the sectors historical performance.

Developing Risk/Return Requirements for the Investment Portfolio
Speaker: Kevin Chiappetta, CFA

Teach the board and asset-liability committee (ALCO) the role your investment portfolio plays as an integral part of the balance sheet. Demonstrate how the portfolio mitigates the net risk between shares and loans. How it can be used to generate added returns. How to align performance expectations so everyone has clear risk/reward portfolio expectations and is confident the risk taken in the portfolio is suitable and appropriate for the institution.

Fundamentals of Taxable Municipal Securities
Speaker: Brian Battle

Start off with a description of the municipal market, covering the different types of municipal bonds, the function of municipal finance and the credit default history of these bonds. The final part of this session will cover how to effectively deploy money in the municipal sector.

Government & Agency Issued Commercial Mortgage Backed Securities
Speaker: Chris Hiebert

Examine the different agency commercial mortgage-backed securities (CMBS) issuers and review these offerings. Learn about the loan covenants driving prepayment friction and understand the implications to the investor. Identify the key risks within the securities. Understand the relationship between interest rates, the economy and prepayments. Develop expected return profile and review the sectors historical performance.

10 Biggest Mistakes Investors Make
Speaker: John Behof

In 2003, John Behof wrote a white paper that was published by the Financial Managers Society entitled, “The Ten Biggest Mistakes Portfolio Managers Make”. 15 years later the paper was published again word for word as the same mistakes are being made again 15 years later. Learn what the most common mistakes investors make and how to avoid them.

Advanced MBS & CMO Analytics – Lessons Learned & Current Market Conditions
Speaker: Kurt Fritz

How do cash flow engineers of Wall Street create collateralized mortgage obligations (CMO) and use this important asset class to better understand rules of cash flow? How do they address window risk and cash flow volatility, and what lessons these securities hold for core business decisions from funding to lending? Finally, look at mortgage-backed security (MBS) and CMO sectors going forward and look back at lessons learned from prior year projections.

Concentration Risk and Aggregate Real Estate Exposure
Speaker: Jim Toliver, CFA

In this session, we will examine the lessons the credit union industry learned the hard way. Most recently, the financial crisis exposed vulnerabilities in the balance sheet allocations of many credit unions while other institutions were left largely unharmed. It is sound practice and regulatory pressures at play to make sure that credit unions are not overexposed to any one specific risk.

How to Build an Effective Portfolio
Speaker: Nigel Johnson

Good performance in the portfolio could allow you the flexibility to better serve your members. Learn how you can build an effective portfolio and how that portfolio will perform in the future. Bonds are mathematical instruments and therefore, the risk and rewards of your portfolio stance are reasonably calculable in advance.

Recorded eSchool length: 12 hours

This eSchool is available to CUNA Training Bundle users at no additional cost.

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