eTrain Anytime Archives Purchasing Request

You are registering for an audio/visual presentation archived for your convenience.

Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted. Your archive will be sent to the email address provided within 5 business days from the date it was ordered. Your program's link and handout will be included in your confirmation letter. You will have unlimited viewing access for 60 days after you receive the archive link

 

PROGRAM DESCRIPTION

Current Investment Portfolio Management Trends

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?

Who should attend?

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

Meet the presenter, Jonathan Jackson, CFA: 
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.

Jonathan graduated from the University of North Texas with a bachelor’s degree in communication studies. He holds a Chartered Financial Analyst (CFA) designation and FINRA 7 and 66 licenses.

   
Registration Investment: $195 for League Members
You must be a member of your state league to attend this presentation.
First Name   Last Name  
Title
Credit Union
Address
City State Zip
Phone#
Fax#
Price Option
Your E-mail Address
Webinar to participate in: eTrain: Current Investment Portfolio Management Trends
 
Payment Options
Credit Card
  Amount to be charged:
  Card number:
  Expiration date: (mm/yyyy) /
  Cardholder's name:
(exactly as it appears on card)
  Cardholder's phone number: