Current Investment Portfolio Management Trends

 Human Resources

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Registration Investment:
FREE for Power Learner Passport
$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Join Jonathan Jackson, CFA, of Catalyst Corporate FCU in this study of current investment trends and their effect on your strategic investment trends for the future.

  • What are the trends in Credit Union Investment Portfolio Durations?
  • What are the trends in Credit Union Investment Portfolio Allocations?
  • What amount of cash is a typical credit union portfolio holding?
  • What trends do we see in the Treasury, Agency, MBS and CD markets?
  • What market trends can we expect for the remainder of 2016?

Program Length: 85 Minutes

Who Should Attend

  • CFO
  • CEO
  • Operations
  • Accounting
  • Board of Directors

Meet The Presenter:

Jonathan’s role as a Catalyst Strategic Solutions advisor is assisting client credit unions in meeting their goals in the areas of financial management, ALM analysis, investment portfolio analysis and strategic planning.

Prior to joining the Catalyst Strategic Solutions team, Jonathan gained extensive experience in fixed income markets and portfolio management from his 12 year-tenure on the Retail and Institutional Fixed Income Desks at TD Ameritrade.


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