Future Live Session

Thursday, April 11, 2019
More information coming soon!

Connection Webinar

Understanding Market Risk in Fixed Income Portfolios

Thursday, March 14, 2019 ~ 2:00 pm (ET)

Fixed income portfolio management involves understanding, analyzing and addressing the inherent risks within the underlying securities to ensure your credit union can achieve its objectives. During this webinar, we will review the various portfolio analytics used to measure investment risk and how best to interpret these in order to enhance your investment decisions.

What you will learn:



Michael Finley, Senior Portfolio Analyst

Michael is responsible for conducting portfolio analysis and financial market research. His efforts support efficient and productive value-added services for Balance Sheet Solutions’ national fixed income sales force. In addition, Michael assists the Director of Institutional Fixed Income Sales with the design and distribution of client-based fixed income portfolio strategies, bond swap tactics and analytical reports. Other responsibilities include responding to time-sensitive inquiries with economic statistics, market analytics and research results.

Connection webinars will be conducted on a regular basis throughout the year. To register for this upcoming event, please click here.