Page 34 - January 16, 2025 Bulletin
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JOIN US A T OUR ANNU AL DES TINA TION EVENT
Asset Liability Management and
Investment Strategies Seminar
fter experiencing the most aggressive Federal Reserve
Atightening cycle in decades, we now enter the next phase, the
easing cycle. The critical question persists: Will the Fed achieve
the sought-after soft landing, or will the economy tip into its next
recession? 2025 continues to be marked by uncertainty following
a period of significant pressures and challenges to balance sheets
and net interest margins. Senior management will continue to
navigate an environment with uncertainty of interest rates, higher
cost of funds, tighter liquidity levels, deposit pressures, and the
looming threat of an economic downturn. Proactive balance sheet
management and a robust ALCO process are more crucial than ever.
This seminar will examine the challenges currently faced by CEOs,
CFOs, and investment officers who must navigate the next rate
cycle. Join us for an in-depth discussion of the following topics:
• Economic and Market Update
• The Fed’s Next Moves
• Regulatory Hot Buttons
• Interest Rate Risk
• Liquidity Risk Management
• Investment Portfolio Strategies
• MBS/CMO Market May 8–9, 2025
• Municipal Market Update
There is no cost for this seminar. AUSTIN, TX
AGENDA Lost Pines Resort
Thursday, May 8
Breakfast, Seminar, Lunch, Seminar, Adjourn 575 Hyatt Lost Pines Rd
Friday, May 9 Cedar Creek, TX 78612
Breakfast, Seminar, Conclusion, Golf (included)
ACCOMMODATIONS
A block of rooms is available at Hyatt Regency Lost Pines Resort and
Spa. The special room rate will be available until April 9, 2025 or until
the room block is sold out. Hotel price: $329–$379 + $25 resort fee.
WHO SHOULD ATTEND
Financial institutions’ CEOs, CFOs, investment officers, board
members, and those who are directly or indirectly responsible
for financial management functions will benefit from this seminar.
For more information or to register, visit GoBaker.
com/texas/ or scan the QR code. Call Skoshi
Heron at 888.990.0010 for additional questions.
14 hours of Economics and Finance CPE credits
will be earned for your attendance.
The Baker Group is registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional education on www.GoBaker.com | 800.937.2257
the National Registry of CPE Sponsors. State boards of accountancy have final Oklahoma City, OK | Austin, TX
authority on the acceptance of individual courses for CPE credit. Complaints Long Island, NY | Salt Lake City, UT
regarding registered sponsors may be submitted to the National Registry of
CPE Sponsors through its website: www.NASBARegistry.org. Springfield, IL | Member: FINRA and SIPC
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