SEMINAR CELEBRATION 2019 The Westin Kierland Resort 6902 E Greenway Pkwy Scottsdale, AZ 85254 480.624.1000 October 24-25, 2019 Scottsdale, Arizona Westin Kierland Golf Club 15636 N Clubgate Dr Scottsdale, AZ 85254 480.922.9283 Member: FINRA and SIPC Oklahoma City, OK | Atlanta, GA | Austin, TX | Indianapolis, IN | Long Island, NY | Salt Lake City, UT | Springfield, IL The Baker Group LP is the sole authorized distributor for the products and services developed and provided by The Baker Group Software Solutions, Inc. www.GoBaker.com | 800.937.2257 For forty years The Baker Group has been known for its proven software and products, and for helping clients make sound, strategic decisions. The Baker Group’s Interest Rate Risk and Investment Strategies Seminar was developed specifically for managers of financial institutions. Designed to meet current financial challenges, it is an in-depth examination of topics including: • Economic Overview, Market Update, and Fed Policy Outlook • Interest Rate Cycle Dynamics – Preparing the Balance Sheet for the Next Environment • Best Practices to Comply with the Latest Liquidity and IRR Regulatory Guidance • What Should Our Institution Be Buying Today? Seeking the Best Relative Value • Managing Cashflow Optionality to Protect Against Extension and Contraction Risk • Protecting Your Portfolio with a Robust Municipal Credit Process 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. Guest Speaker David Rosenberg Chief Economist/Strategist Gluskin Sheff & Associates 11 hours of CPE credits will be earned for your attendance. Register online at GoBaker.com/arizona. For more information call Skoshi Heron at 888.990.0010. OCT Thursday Breakfast 7:30 am Seminar 8:30 am Lunch 12:00 pm Adjourn 4:30 pm Dinner 7:00 pm Friday Breakfast 7:30 am Seminar 8:30 am Conclusion 11:30 am Golf 12:45 pm Join us at our 40th Anniversary seminar celebration in Scottsdale, AZ, at The Westin Kierland Resort & Spa.
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