Banking in Uncertain Times: An Economic Update and Swap Sales Strategy Session
In today’s competitive lending environment, banks need to find ways to differentiate themselves from their peers to attract and serve the needs of their customers. As the interest rate environment begins to shift away from an extended period of low rates and as customers look for the best terms, understanding how changing economic factors affect lending strategies is key to success. This webinar provides bankers, relationship managers and lenders critical insights they need to better serve their customers and succeed in today’s marketplace.
In this third installment in our webinar series, we will further explore these important issues:
– Timely economic update with a focus on the lending environment
– Talking points with your customers regarding the impact of rates on new and existing financings
– Q&A with industry experts on interest rate hedging strategies
** Note: Although this webinar will build on some of the topics discussed in the first two webinars in our series, each installment will explore unique aspects for success in today’s lending environment and does not require knowledge of prior installments to be beneficial.
Jim Beattie, CFA
is a member of Chatham’s financial institutions advisory practice and works to assist bankers in their origination efforts through the prudent use of interest rate derivatives. Prior to Chatham, he worked at CIT Capital Markets as a derivatives marketer and salesperson and was most recently a member of Ernst & Young’s Risk Management Consulting practice, advising multi-national banks on market-based risk factors. Jim graduated from Lehigh University with degrees in Finance and in Information Systems Engineering and is a CFA Charterholder.
is a client advisor on Chatham’s financial institutions team. Prior to joining Chatham, Michael worked for thirty years in the capital markets and banking industry, most recently as the Managing Director of First Niagara Bank’s Derivative Products and Foreign Exchange team. Prior experience includes work with Deutsche Bank, Regions Bank, Bank of America and Morgan Guaranty Trust. He began his career on the trading floors of the C.B.O.E and the Chicago Board of Trade. He received his BS in Industrial Management from Purdue University’s Krannert School of Management.