How to effectively create and enhance the management of a in house investment portfolio. This is presented from the viewpoint of finance professional that has managed an investment portfolio at various bank sizes from $300 Bln to $4 Bln, including TD Bank, Webster Bank, Bar Harbor Bank, and a former fixed income trader at Vanguard. The presentation outlines effective methods and tools to develop appropriate risk appetites, reporting, leveraging internal and external resources, risk management, security selection as well as audit and regulatory concerns. The presentation will span basic investments (from Agency RMBS and CMBS) to credit sensitive investments (such sub debt, municipal bonds). Finally, it will touch on different strategies on how to leverage the investment portfolio to improve ROAA and profitability.
Francis Mitchell, Capital Markets and Bank Strategy Professional
Recorded June 14, 2021
Disclaimer: This product is offered at a discounted rate because the recorded link will no longer work as of January 1, 2023, and will need to be viewed prior to this date.
You will receive a link to the recorded session and the presentation within 24-48 hours.