Investment Portfolio Construction and Strategies - Part 2 webinar

  • Overview

  • Speakers

  • Also Available

  • About CUNA
    Webinars

EW053013

May. 30, 2013 11:00 a.m. - Noon CT

You have a portfolio strategy. Where do you go from there? During this webinar, you will learn to pick bonds, debentures, MBS and CMOs for your portfolio, as well as analyze relative value across sectors.

CUNA CFO Council LogoThis event is produced by the CUNA Center for Professional Development and endorsed by the CUNA CFO Council.

All CUNA CFO Council members receive this webinar for $99 (originally $219). For more information, click here.

Topics covered include:

  • Once you have a strategy, how do you pick the bonds?
  • Analyzing and selecting various debentures, MBS and CMO's
  • Relative value across sectors

This webinar is part of CUNA Fixed-Income Investments eSchool, which starts April 18, 2013.

Who Should Attend This webinar is benficial for board members, credit union financial staff and senior executives. Affiliation with CUNA/League is required for attendance.

Buy Now $219.00
Please view cart for pricing
and product options

EW053013

May. 30, 2013 11:00 a.m. - Noon CT

Cullen Coxe

Cullen joined ALM First Financial Advisors in 2003. As a financial advisor for the firm, his primary responsibilities include reviewing clients asset/liability portfolios, as well as designing and executing financial strategies that provide the best value proportional to each clients desired risk profile.

Cullen has lengthy experience in trading and investment portfolio management. He also has had extensive interaction with the secondary market, including mortgage-loan origination, production, funding and hedging.

Before joining ALM First, Cullen was a bank portfolio manager and trader, responsible for a $4 billion mortgage-backed security portfolio. In this position, he researched, analyzed and executed trades involving mortgage-backed, pass-through securities, as well as collateralized mortgage obligations. Additionally, he hedged the portfolio on a monthly basis to ensure compliance with regulatory guidelines, and planned and forecasted balance-sheet strategies based on various interest-rate scenarios. Prior to serving as a portfolio manager for the bank, he managed its liabilities and all borrowings with a focus on reducing the cost of funds.

Buy Now $219.00
Please view cart for pricing
and product options

EW053013

May. 30, 2013 11:00 a.m. - Noon CT

Recorded Event

All live event registrations include credit union access to the recorded event. You may also purchase the recorded event separately. Click here to see more about purchasing the recorded event.

Recorded events can be accessed by anyone at a registered credit union through My Programs.

Buy Now $219.00
Please view cart for pricing
and product options

EW053013

May. 30, 2013 11:00 a.m. - Noon CT

CUNA is a leading provider of webinars to the credit union movement. Just like face-to-face classes, CUNA webinars allow you to see and hear a presentation, ask questions of the speaker and refer to handouts. With topics spanning all credit unions business areas, CUNA Training Bundle affordably provides unlimited access to all CUNA webinars, eSchools and audio conferences for all staff, managers and board members.

Registration includes credit union access to the recorded event through My Programs.

Connecting to Your Webinar

CUNA webinars use Adobe Connect to provide an interactive and convenient online learning environment. Whether you are a first-time Adobe Connect user, or simply need a refresher, take a short tour. You'll learn how to effectively interact with the speakers and your peers during live webinars.

You need a phone and computer with Internet connection. Event connection details will be emailed to registered attendees 24-48 hours prior to the event. If you register for an event on the day it is being held, please call 800-356-9655, ext. 4249 or  for assistance.

Recorded Event

All registrations include credit union access to a recording of this event. Recorded events are available within 48 hours of the live event. Recorded events can be accessed by logging into My Programs using your CUNA website username and password.

Discounts

Discounts may apply. Your final price will be visible at checkout. Only one discount available per registration.

100% Guarantee

CUNA is committed to providing a quality learning experience. If for some reason you are not fully satisfied, contact us and we'll provide you a full tuition refund or credit.

Cancellations

Cancellations received in writing (via fax 608-231-4327) before the end of business on May 22, 2013 are eligible for a refund of the amount paid minus a $30 administrative fee. No refunds will be granted for cancellation requests received after May 22, 2013. Substitutions are accepted anytime prior to the start of the program at no additional cost. Simply fax event and contact information, listing the new participant and who they will be replacing. Cancellation fees do not apply for free or complimentary programs.

Buy Now $219.00
Please view cart for pricing
and product options

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400
2014 Schools & ConferencesCUNA RegTraCCUNA eSchoolsCUNA Creating Member Loyalty

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400

Questions? Contact Us

PROGRAM INFO
EMAIL OR CALL
  800-356-9655, ext. 4249
REGISTRATION INFO
EMAIL OR CALL
  800-356-9655, ext. 4400