Advanced Portfolio Strategies - Evaluating Mortgage-Backed Securities & Collateralized Mortgage Obligations

 Human Resources  Lending/Collections  Volunteer/Supervisory Committee

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$200 for Affiliates Non-PLP
Non-Affiliated Contact Leslie Poole

Program Description

Participants  will glean a deeper understanding of how mortgage-backed securities are  structured, what kinds of MBS credit unions are investing in, evaluating risk  and collateralized mortgage obligation class structures.

Mike McGinnis of Catalyst Corporate FCU will go over the best practices in evaluating MBS pass-through pools and the various CMO tranches through a discussion of:

  • How to evaluate the underlying collateral
  • Discuss prepayment and extension probability and risk
  • Evaluate the anticipated performance in various interest rate scenarios

Program Length: 1 hour 7 minutes

Who Should Attend

  • CFO
  • CEO
  • Accounting
  • Operations
  • Board of  Directors
  • Audit Committee
  • Supervisory  Committee

Meet The Presenter:

Mike McGinnis, Vice President, Investment Sales, coordinates the marketing and  sales functions of all Catalyst Strategic Solutions and Catalyst Corporate  investment services, including advisory, ALM and brokerage services. Joining  Catalyst Strategic Solutions in 2004 as a national sales executive, Mike took  on increasing responsibility over the years before transitioning into his  current position in 2012.

He began his credit union industry career in 1996 with CUNA Mutual  Group, working with member brokerage and insurance programs, credit union  marketing, lending solutions, employee benefits and credit union insurance  coverage. Mike has a Bachelor of Arts degree in economics from Southeastern  Louisiana University and a master's degree in accounting from the University of  Texas at Dallas. He holds FINRA Series 7, 63 and 24 securities licenses.


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