Market Update: A New Era For Balance Sheet Risk Management

September 26, 2017 | 2PM EDT / 11AM PDT | 1/2 hour | Online | by Chatham Financial

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In this installment of Chatham Financial’s Quarterly Market Update webinar series, we will examine the factors driving the markets, the changing hedge accounting landscape, and the potential impact that these variables may have on the way financial institutions manage economic risks. We will discuss practical considerations for balance sheet risk management given the uncertainty around the future of LIBOR and discuss several new hedging strategies that will be available for financial institutions under the updated accounting standard.

 

In this webinar, Chatham will cover the following learning objectives:
– A practical understanding of global economic and political drivers currently impacting the capital markets
– Insight into the new strategies that financial institutions will be able to utilize to manage economic risks
– A high level understanding of the issues at play with the uncertain future of LIBOR

 

Speakers:
Todd CuppiaTodd 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 SweeneyDave 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.