Guest Speaker Christopher Thornberg — Founding Partner of Beacon Economics, LLC Who Should Attend Financial institutions’ CEOs, CFOs, investment officers, board members, and those who are directly or indirectly responsible for financial management functions will benefit from this seminar. There is no cost for this seminar. CPE credits will be earned for your attendance. April 12-13, 2018 Destin, Florida The Henderson 200 Henderson Resort Way Destin, FL 32541 855.741.2777 Member: FINRA and SIPC www.GoBaker.com 800.937.2257 Oklahoma City, OK | Atlanta, GA Austin, TX | Indianapolis, IN Salt Lake City, UT | Springfield, IL Successful strategies require INSIGHT. The Baker Group has long been known for its proven software and products, but it takes insight to make sound, strategic decisions. For financial institutions, insight can be defined as the ability to see what others may not see. Successful financial institution managers know the importance of achieving a high-performance plan. Establishing such a plan requires not only sound data and accurate information, but also an insightful partner; The Baker Group is that partner. The Baker Group’s Interest Rate Risk and Investment Strategies Seminar was developed specifically for managers of financial institutions. Designed to meet the challenges of 2018, it is an indepth examination of current topics including: • Market Conditions and the Banking Environment • Interest Rates, Liquidity, and Balance Sheet Strategies: Everything’s a Cycle • Modeling Interest Rate Risk: Best Practices and Regulatory Compliance • Investment Strategy and Security Selection for Each Rate Environment • Municipal Bonds and the Pension Crisis: How to Develop a Process to Protect Your Portfolio • Techniques for Managing MBS to Minimize Prepay Volatility • Liquidity, Cash Flow, and the Bond Portfolio For your convenience, register online at GoBaker.com/florida. Call Skoshi Heron at 888.990.0010 for more information. Agenda Thursday Breakfast Seminar Lunch Seminar Dinner Friday Breakfast Seminar Conclusion Golf
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