February 23, 2016 | 30 Minutes | Online | by Chatham Financial | Recording Available
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 in 2016. 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 elevated volatility.
In this webinar, Chatham will cover the following learning objectives:
– A practical understanding of global economic drivers currently impacting the capital markets
– Awareness of the evolution of Fed Policy Normalization and what it could mean to your financial institution
– Insight into possible strategies for financial risk management
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.
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.
Jason Lange works in Chatham’s Hedge Advisory group advising financial institutions. Prior to joining Chatham, Jason worked for the BOC Group in their industrial gases and vacuum equipment business units. Jason also served nearly eight years as an aviation officer in the US Army. Jason received a BS in Materials Science and Engineering from Carnegie Mellon University, and an MBA in Finance from The Wharton School, University of Pennsylvania.div>