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Webinar: Investing in a Flat Yield Curve Environment

Webinar
September 27, 2022

Investing in a Flat Yield Curve Environment

Guest Presenter: David Farris
Webinar Date: September 27, 2022
Webinar Time (CST): 10:30am

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This webinar lays out the current interest rate and economic environment and provides options on how banks can position their investment portfolio moving forward.

This webinar will be presented by David Farris, Relationship Manager Asset Management Group with Country Club Bank. David spent the initial part of his career consulting for community banks and S&L’s.  His focus in the community bank space included mortgage-backed securities (MBS) and managing interest rate risk using interest rate derivatives.  Building on this experience, David spent the next 19 years trading and investing in agency and non-agency MBS products. Most recently, he was a partner at Credentia Group, LLC, a private hedge fund. At Credentia, he traded non-agency MBS as well as financial equities to manage investment strategies, risk, while illustrating how the firms funds compared to alternative investments on a risk-adjusted basis.

Since joining the Asset Management Group with Country Club Bank, he is able to apply his vast experience and background to benefit its community bank clients. His responsibilities include providing asset liability management advice on interest rate risk, liquidity risk, investment and funding programs as well as overall balance sheet strategies. David is also a registered Investment Sales Officer with the Capital Markets Group, a Division of Country Club Bank.  In this capacity he provides investment portfolio management and sales to Institutional and retail accounts. 

The Asset Management Group and Capital Markets Group of Country Club Bank are comprised of seasoned professionals recognized in the industry for their expertise, integrity and service. Both Divisions specialize in helping institutional and community banks across the country with investment advice, portfolio and balance sheet strategies, and efficient trade execution. Their goal is to be your trusted advisor by offering sound investment advice and products while taking into consideration your unique situation, risk position and objectives.

This webinar is presented in partnership with BankBeat, your premier source of community banking news and insights in the central states.

 

(This information is intended for institutional investors only. The material provided in this document/presentation is for informational purposes only and is intended solely for private use. Past performance is not indicative of future results. This material is not intended as an offer or solicitation for the purchase or sale of any financial instruments.)

 Not FDIC Insured | No Bank Guarantee | May Lose Value

Investments available through Capital Markets Group are not FDIC insured; are not deposits or other obligations of, or guaranteed by Country Club Bank and involve investment risks, including possible loss of principal.