Education Seminar

Crossroads 2016 – Solutions for Successful Interest Rate Risk Management Seminar

First Northern Bank Operations Center, Dixon, CA

As we encounter 2016’s anticipated financial crossroads, bank managers are equipping themselves with the information they need to face the unique challenges and opportunities that lie before them. Making successful decisions requires the right tools, techniques, and processes. But most importantly, it requires the right partner—The Baker Group—and one very special event.

Designed to meet the challenges of 2016, the California Bankers Association’s Interest Rate Risk and Investment Strategies Seminar, presented by The Baker Group is developed specifically for managers of financial institutions.

Agenda

The session will run from 8:30 a.m. to 3:00 p.m., with registration beginning at 8:00 a.m. and lunch at noon.

Full Agenda Coming Soon

Topics Include:

  • Bank Performance Trends and Industry Landscape
  • Asset/Liability Management: Finding Keys to High Performance
  • Game-Plans for a Shifting Rate Environment
  • Managing the Liability side of the Balance Sheet
  • Managing Investment Risk: Strategy and Tactics
  • Regulatory Expectations for Interest RateRisk and Investments
  • Modeling Assumptions and Key Simulations for Interest Rate Risk  
  • Security Selection Decisions: Cash Flow and Relative Value
  • Sector-Specific Risk Management: MBS Prepays and Municipal Bond Credit Analysis
  • Liquidity, Cash Flow, and the Bond Portfolio

Audience

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.

Scheduled Speakers

Ryan Hayhurst
Managing Director & Board Member, The Baker Group
Ryan joined The Baker Group in 1991 and is now a managing director and member of the board of directors. Ryan serves as Manager of the Financial Strategies Group and oversees the design and implementation of investment and asset/liability strategies for financial institutions. He is also integrally involved in the continued development of the firm’s proprietary software designed to assist clients in the management of their investment portfolio and their overall interest rate risk profile. Ryan regularly develops and presents educational seminars nationwide with a focus on investment and interest rate risk management. He is a frequent speaker at financial institution conventions and investment conferences and has served as a faculty member of several national and regional banking schools.

Jeff Caughron
Managing Director, Chief Operating Officer and Director of Asset/Liability Management, The Baker Group
He has worked in financial markets and the securities industry since 1985, always with an emphasis on banking, investments, and interest rate risk management. His trading experience includes several years on the Treasury desk for an international bank on Wall Street, with subsequent positions trading mortgage-backed securities and other taxable fixed income products for regional broker/dealers. Jeff has expertise in broad asset/liability management issues, working with institutional accounts on controlling interest rate risk exposures and maximizing returns. He has published numerous articles on various risk management topics throughout the years, and is frequently quoted in the financial press. Jeff has served on the faculty of several banking schools, and has done consulting work overseas for foreign banks. He earned his degree in economics from the University of Oklahoma.

Steven R. Cibull
Managing Director Member Financial Services, Federal Home Loan Bank of San Francisco
Steven Cibull is a Managing Director with the Member Financial Services Group of the Federal Home Loan Bank of San Francisco. He joined the Bank in March of 2001 and works with more than 130 of the Bank’s more than 350 member institutions, assisting them in utilizing the Bank’s credit facility. He is also involved in recruiting financial institutions interested in the benefits of Bank membership. Prior to joining the Federal Home Loan Bank of San Francisco, Steve marketed structured derivative products for financial institutions and high net worth individuals with Bank of America’s Financial Engineering and Risk Management Group. Steve earned his BA in Rhetoric and Communications at the University of California at Davis, and graduated with honors from the Pacific Coast Banking School at the University of Washington.

Registration Information

Registration Fees

Attend as our guest for free to this half day educational program.

Location Information

First Northern Bank Operations Center
210 Stratford Ave.
Dixon, CA 95620

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