Market Update: Current Themes in Balance Sheet Risk Management
December 12, 2017 | 2PM EDT / 11AM PDT | 1/2 hour | Online | by Chatham Financial | Recording Available
In this installment of Chatham Financial’s Quarterly Market Update webinar series, we will examine the factors driving the markets and discuss the risk management strategies being considered across our client franchise. We will discuss practical considerations for balance sheet risk management in a flat yield curve environment, and provide a high level update on the uncertain future of LIBOR.
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 strategies that financial institutions are currently utilizing to manage risks to the shape of the yield curve
– Discuss the re-emergence of financial institution interest in utilizing option based strategies (caps, floors and collars)
– A high level update of the issues at play with the uncertain future of LIBOR
Todd Cuppia leads Chatham’s Balance Sheet Strategies practice, assisting financial institutions with managing complex economic risks. 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.