April 5, 2017 | 2PM EDT | 1/2 hour | Online | by Chatham Financial | Recording Available
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How Financial Institutions Can Improve Their Net Interest Margin
With a more volatile yield curve expected and continued competition for loans, net interest margins (NIM) may continue to compress for many financial institutions. The key to achieve NIM expansion involves strong loan pricing discipline and a full “tool kit” of financial products to harvest every possible basis point.
In this webinar we will look at key aspects of the balance sheet and how a financial institution can secure those critical additional basis points, including:
– Loan Portfolio – The pros and cons of alternative strategies that enable an FI to provide long-term fixed-rate loans without the interest rate risk to their balance sheet
– Investment Portfolio – Explore the opportunities to improve bond trade execution
– Wholesale Funding – How to use short-term FHLB advances with interest rate swaps to lock in desirable funding
Dave Sweeney leads Chatham Investment Advisors, a registered investment advisor, offering our “Virtual Treasurer” service. Dave is also active with Treasury Advisory and business development. Prior to joining Chatham, Dave spent 14 years with Ernst & Young in Pittsburgh, Cleveland, New York and Geneva, Switzerland serving financial services clients across the US and abroad. He then began his banking career in Naples, Florida in 2004 as Treasurer and Chief Investment Officer at a $5 billion bank, Dave also sold customer derivatives for Fifth Third Bank and finally served as Treasurer and Chief Investment Officer of a $3 billion bank headquartered in Naples, FL. He graduated from the Pennsylvania State University with a BS in Accounting with Honor and with Distinction. Dave is a CPA and holds the Chartered Financial Analyst (CFA) designation.
Bob Newman is a Managing Director for Chatham’s financial institutions business which specializes in interest rate risk management, hedge accounting and investment advisory for banks. Prior to joining Chatham in 2003, Bob spent 20 years in commercial banking, helping to start the derivatives operation at Maryland National Bank and expand the derivatives effort at SunTrust. He graduated from the College of William and Mary with a BA in Economics and has earned the Chartered Financial Analyst (CFA) designation.