Economic and Investment Conference

Transcription

1 A Special Event for Financial Officers, Portfolio Managers, CEOs and Board Members Economic and Investment Conference Wednesday, October 14, 2015 Eagan, Minnesota 10:00 am-3:30 pm

2 Economic & Investment Conference This credit union only event is for... CEOs, CFOs Portfolio managers, financial officers Other key credit union executives, ALCO and board members When is it? Wednesday, October 14, :00 am-3:30 pm Where is it? Same location as previous years Royal Cliff 2280 Cliff Road Eagan, MN Cost $100 per person click here to register, or use the registration form on the last page. Registration Deadline Registration closes Wednesday, October 7, 2015 Conference Cancellation/Refund Deadline October 7, 2015 Your registration is transferable to another person at your credit union by notifying Balance Sheet Solutions. Cancellations received on or before October 7, 2015, may be subject to an administration fee of $25. Cancellations received after October 7, 2015, are not refundable. CPE Credits Earn CPE credits. Up to 4.5 credits are available. Balance Sheet Solutions, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, Web site: Balance Sheet Solutions, LLC, is a Securities and Exchange Commission (SEC) registered investment advisor. Broker/Dealer transactions are facilitated through ISI, Member FINRA/SIPC.

3 Schedule 10:00-10:15 am Registration and Coffee 10:15 am-12:00 pm Hurricanes, Bubbles and Bonds Tom Slefinger, Balance Sheet Solutions Content: Slowing economic growth in the U.S. is due to the hurricane forces of high debt, excessive deficits, aging demographics, declining productivity, global competition, and rising income and wealth inequality. Explore in-depth how these various forces are impacting economic growth in the U.S. and what it means for housing, interest rates and equity markets in the years ahead. Program Level: Intermediate CPE Credits: 2 Field of Study: Specialized Knowledge and Applications Group Live Session There are no prerequisites or advance preparation necessary for this session. 12:00-1:00 pm Lunch (courtesy of Balance Sheet Solutions) 1:00-3:30 pm U.S. Economy: Where Have We Been, Where Are We Headed? (15-min break) Steven Rick, CUNA Mutual Group Content: Recent economic activity, trends, impact on credit unions, forecast, opportunities, lessons learned Program Level: Intermediate CPE Credits: 2.5 Field of Study: Economics Group Live Session There are no prerequisites or advance preparation necessary for this session.

4 Tom Slefinger Our Presenters As Senior Vice President, of Institutional Fixed Income Sales, Tom s primary role is to develop and manage operations associated with Institutional Fixed Income Sales with ISI. In addition to providing strategic direction to the overall group, Tom is heavily involved in analyzing portfolios, developing investment portfolio strategies and identifying appropriate sectors and securities with the ultimate goal of optimizing investment portfolio performance at the credit union level. Prior to joining Balance Sheet Solutions, Tom was a Senior Vice President and Principal of Van Kampen Investments, a wholly-owned subsidiary of Morgan Stanley. In this role he was responsible for managing their Quantitative Risk Management Department, and overseeing the development and implementation of portfolio strategies and risk processes across a diverse family of fixed income funds with assets approximating $25 billion. Also, as a senior fixed income portfolio manager, Tom was responsible for successfully developing and managing various global fixed income funds, as well as managing one of the largest mortgage security funds in the country. Prior to Van Kampen, Tom served as Director of Fixed Income Investments at Midwest Financial Group, and as a Senior Portfolio Manager at Harris Trust. In total, Tom has over 32 years of combined success in fixed income analysis; trading and portfolio risk management and has a proven track record of delivering superior investment performance across domestic and international fixed income funds. Tom holds a B.S. in Business Administration from the University of Maine. In addition, he holds a Series 7 and 63 through ISI. Steven Rick As the Chief Economist for CUNA Mutual Group, Steven Rick is responsible for strategic research, analysis, and financial services industry forecasting with special emphasis on the consumer and credit union markets. Steven is also responsible for publishing the Credit Union Trends Report, a monthly pulse check on the economic state of the credit union movement and he has authored a textbook on asset-liability management for credit union executives. Prior to joining CUNA Mutual Group, Steven was the Senior Economist for CUNA & Affiliate s Economics & Statistics Department for 22 years. He also serves on the Board of Directors of the University of Wisconsin Credit Union, a $1.9 billion financial institution. Steven holds a senior lecturer position with the Economics Department at the University of Wisconsin, where he teaches the money & banking and macroeconomics courses. He is also the facilitator and instructor of the Stanford Bank Game, a computerized bank simulation, for CUNA Management School. He also has two years experience as a bank simulation advisor for the Prochnow Graduate School of Banking. Steven holds a B.A. in Economics and a B.S. in Finance from Moorhead University. He also holds a M.S. in Economics from the University of Wisconsin, Madison.

5 Cost $100 per person Economic and Investment Conference October 14, 2015 Registration Form Deadline: Wednesday, October 7, 2015 Register online here credit union telephone fax How many people from your credit union are attending? people at $100 (each) = $ grand total Please list participants. Attach extra sheet if necessary. 1) CPE credits yes no 2) CPE credits yes no 3) CPE credits yes no Payment Options Accommodations are not included. Sorry, no credit card payments. Debit I authorize Alloya Corporate FCU to debit the applicable registration fee(s) from my credit union s share account. Total $ Debit Account # Authorized Name Authorized Signature Share draft Make payable to Balance Sheet Solutions, LLC. Send to: Balance Sheet Solutions, LLC, attn: Jan Stammer 4450 Weaver Parkway, Suite 150 Warrenville IL Send to address above. Or, scan and with debit request to jan.stammer@balancesheetsolutions.org. Or, fax form with debit request to (630) Questions/Complaints/Special Needs Call Patty Moen at (800) , ext. 2423, or her at patty.moen@balancesheetsolutions.org.