Thursday, June 14, 2018
More information coming soon!
The basic math behind fixed income securities is not well understood by many investors. In fact, the term “yield” may be the most misunderstood term in the finance world.
As such, some credit unions often pick the wrong security or sub-optimal security, and unknowingly end up with too much risk, too little return or a poor risk return trade-off.
During this presentation, we will help you become better versed with fixed income securities and discuss the risk management tools available that can strengthen your credit union’s investment portfolio.
What you will learn:
Gregg Perry, Institutional Fixed Income Sales Representative
Gregg has been in the financial solutions arena for more than 10 years, including joining Balance Sheet Solutions in 2006. As an Institutional Fixed Income Sales Representative, he collaborates directly with CEOs and CFOs to expand their available investment options and realize their balance sheet strategies. From fixed income investment options – including marketable securities – to brokered certificates (SimpliCD), Gregg offers access to a wealth of resources. Credit union decision makers regularly use his services, not only for their investment portfolio needs, but also to strengthen their overall balance sheet.
Connection webinars will be conducted on a regular basis throughout the year. To register for this upcoming event, please click here.
© Balance Sheet Solutions, LLC. All securities are offered through CU Investment Solutions (ISI), LLC, member FINRA/SIPC. View Disclosure