December 14, 2016 | 2PM ET | 30 minutes | Online | by Chatham Financial | Recording Available
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In this installment of Chatham’s Financial Institution quarterly market update webinar series, we will examine the factors driving the economy, the recent volatility in global markets, and the potential impact that these variables may have on Fed policy for the remainder of 2016 and 2017. We will discuss practical considerations for balance sheet risk management, fixed income portfolio management, and customer hedging programs. We will also discuss specific strategies that institutions are using to manage their financial risks in this period of heightened volatility.
In this webinar, Chatham will cover the following learning objectives:
– A practical understanding of global economic drivers currently impacting the capital markets
– Insight into possible strategies for financial risk management
– Trends in Balance Sheet Risk Management
Todd Cuppia joined Chatham in 2015 as Director of Balance Sheet Strategies for financial institutions. Prior to joining Chatham, Todd spent eleven years with Stifel Financial as a Managing Director in the Fixed Income Research and Strategy Group as the head of Government Sponsored Enterprise Debt strategy and Co-Head of Fixed Income Product Strategy. In this role, Todd advised financial institutions, state and local government entities, and pension funds on cross sector relative value, macro-based portfolio strategies, and derivative hedging strategies. Todd has been a frequent speaker at national investor conferences and has had numerous investment strategies featured in industry journals and financial newsletters.
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.