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 October 20-22, 2021 Oklahoma City, OK The Skirvin Hotel One Park Avenue Oklahoma City, OK 73102 405.272.3040 Our conference will address challenges and opportunities facing financial institutions today. Attendees will see data and analysis of the latest industry trends, hear presentations from our guest economist, as well as our Baker financial analysts. Block off your calendar. We look forward to seeing you there! Designed to meet current market challenges, this conference is an in-depth examination of topics including: • Economic Update: Post-Pandemic Policy and Market Conditions • Recent Banking Industry Trends • Regulatory Hot Button Issues for 2021 • Best Practices for Interest Rate Risk Management and Liquidity Risk Management • Developing an Investment Strategy Process to Successfully Deploy Excess Liquidity • Finding the Best Relative Value in Today’s Bond Market • Municipal Credit Risk and Recommendations: What to Buy and What to Avoid • Mortgage Market Prepays and Cash Flow Analysis: The Good, the Bad, and the Ugly Featured Speaker Dr. Gary Shilling President of A. Gary Shilling & Company, Inc. 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. For your convenience, register online at GoBaker.com/oklahoma. Call Skoshi Heron at 888.990.0010 for more information. Wednesday Golf (Twin Hills) OCT Thursday Breakfast Seminar Lunch Seminar Dinner Friday Breakfast Seminar Conclusion (Noon) Agenda Hotel You are responsible for your own hotel reservations. Deadline is September 20, 2021. The Skirvin Hotel: Call 1-800-HILTONS and use Booking Code: BAKER. Hotel info: Deluxe $159 + tax. Economics and Finance CPE credits will be earned for your attendance. 2021 Investment Strategy Conference THE BAKER GROUP’S
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