Quarterly Market Update: Current Themes in Balance Sheet Risk Management

February 13, 2018 | 2PM EDT / 11AM PDT | 30 minutes | Online | by Chatham Financial

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In this installment of Chatham Financial’s Quarterly Market Update webinar series, we examine the factors driving the markets and discuss the risk management strategies being considered across our clientele. We also discuss how financial institutions are beginning to take advantage of newly available hedging strategies in the loan and securities portfolios. Todd and Dave share their perspective on the interest rate risk management concerns of bank management teams.


Todd Cuppia Chatham FinancialTodd 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 Chatham FinancialDave 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.