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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.
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Webinar to participate in: eTrain: Current Investment Portfolio Management Trends
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