Market Update: Trends in Balance Sheet Risk Management

May 16, 2017 | 2PM EDT / 11AM PDT | 1 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 economy, the elevated volatility in global markets, 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, fixed income portfolio management, and customer hedging programs. We will also discuss specific strategies that financial institutions are using to manage their risks in this period of heightened volatility and uncertainty.


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 strategies that financial institutions are currently utilizing to manage risk in this environment
– Trends in financial institution interest rate sensitivity profiles


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.


Eri PanotiEri Panoti, CPA is a member of the Accounting Advisory team serving financial institutions clients. Prior to joining Chatham, Eri worked at KeyBank in Cleveland where she focused on accounting policy for derivatives and hedging as well as SEC reporting. Prior to KeyBank, she held audit and accounting positions at both Deloitte and Ashworth Knuff & Company. Eri is a CPA and graduate of Baldwin-Wallace College in Ohio where she earned a BA in Business Administration as well as her MBA in Accounting.


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