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Managing Your Investment Portfolio Assets

Join Ben Lemoine of Catalyst Strategic Solutions at this overview on how to prudently manage your credit union’s investment portfolio through various economic and interest rate cycles. Mr. Lemoine will focus on maximizing your balance sheet liquidity while retaining a manageable interest rate risk profile to protect membership capital.

Mr. Lemoine will help you decide your credit union’s answers to these questions:

  • What is the primary purpose of the investment portfolio?
  • How far down the curve should we invest?
  • How do I determine the ideal duration and managing IRR of the portfolio?
  • How should my credit union classify investments? HTM or AFS?

Who should attend?

  • CFO
  • CEO
  • COO
  • Board Chair
  • Accounting
  • Senior Management

Meet the presenter:
Ben Lemoine joined Georgia Corporate FCU in 2006, and after spending eight years as an investment representative and senior ALM analyst, he transitioned to Catalyst Strategic Solutions as an advisor. Ben works with client credit unions to meet their goals in the areas of comprehensive financial management, ALM analysis, investment portfolio analysis, and strategic planning.

In addition to investment sales experience, Ben also gained extensive experience working with Georgiae Corporate’s asset/liability management tools. In his current capacity, he works closely with members to explain their options, to guide them through the interest rate risk reporting process, and to interpret and present the results of their reports to management and board members.

Ben received a bachelor of business administration degree in economics and a master of business administration in finance, both from the University of Georgia’s Terry College of Business. He also holds FINRAA Series 7 and 63 licenses. Ben is fluent in French and German. He is an active member of Beta Gamma Sigma and the MIT Enterprise Forum.

Registration Investment: $195 for League Members
You must be a member of your state league to attend this presentation.
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Webinar to participate in: eTrain: Managing Your Investment Portfolio Assets
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