Member: FINRA and SIPC Oklahoma City, OK | Atlanta, GA | Austin, TX | Indianapolis, IN | Long Island, NY | Salt Lake City, UT | Springfield, IL www.GoBaker.com | 800.937.2257 October 11-12, 2018 Oklahoma City, OK The Skirvin Hotel One Park Avenue Oklahoma City, OK 73102 405.272.3040 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/oklahoma. Call Skoshi Heron at 888.990.0010 for more information. Agenda Thursday Golf Dinner Friday Breakfast Seminar Lunch Seminar Conclusion Hotel You are responsible for your own hotel reservations. Identify yourself as a Baker Group attendee when calling 800.445.8667 to make hotel reservations. Hotel price: Deluxe $159 + tax. Guest Speaker Dr. Lacy H. Hunt — Executive Vice President of Hoisington Investment Management Company 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.
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