Asset Liability Management and Investment Strategies Seminar for Banks

Event Details

Date Tuesday, June 17, 2025
Time 7:30am - 4:00pm
Location Seminar for Banks (Iowa)
Glen Oaks Country Club
1401 Glen Oaks Drive
West Des Moines, IA 50266
see map
Seminar presented by The Baker Group, co-sponsored by FHLB Des Moines

Just when we thought the “once in a generation” financial crises were behind us, along comes an unprecedented global trade war. Not surprisingly, this has created new bouts of extreme volatility while also creating new problems that financial institutions must navigate. Current concerns include stagflation, recession, permanent damage to global trade, worsening political relationships, and most importantly for our businesses, a financially weakened economy and consumer. During this seminar we will discuss the potential impacts from each of these risks along with executable strategies that management can deploy in a proactive manner. All of our typical ALM and management decisions must be rethought in this type of environment. From how we price our loans and deposits to how we manage liquidity and our investment portfolio. We must ensure that each part of our balance sheet is properly aligned to hedge as many of these risks as possible. In the past twenty-five years, we have survived a dotcom bubble, great recession, global pandemic, and raging inflation as a result. With the right strategic planning and action steps, we can certainly survive this global trade war as well.

This seminar will examine the challenges currently faced by CEOs, CFOs, and investment officers who must navigate the next rate cycle. Join us for an in-depth discussion of the following topics:

  • Economic and Market Update
  • The Fed’s Next Moves
  • Regulatory Hot Buttons
  • Interest Rate Risk
  • Liquidity Risk Management
  • Investment Portfolio Strategies
  • MBS/CMO Market
  • Municipal Market Update

Additionally, FHLB Des Moines Member Relationships Director Brad Spears will present on: 

  • How FHLB Des Moines evaluates and establishes member borrowing capacity
  • Pledging eligible collateral and maximize collateral eligibility
  • How to answer regulatory questions if your institution falls below well-capitalized status or experiences financial difficulties
Who Should Attend: 

This event is for Banking 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:

3.5 hours of Economics and Finance CPE credits will be earned for your attendance.

REGISTER

The Baker Group

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