The Graduate School of Bank Investments & Financial Management (GBIFM) has long appealed to bankers and bank regulators who want to learn more about their institution's investment securities holdings, balance sheet funding strategies, and overall enterprise risk management. The 2017 program will again address these balance sheet issues, but will also incorporate the analysis of basic community bank portfolios and an in-depth review of participant investment portfolios.Special Feature: The 2017 GBIFM program will again focus on the traditional balance sheet opportunities, but add a special feature by which each attendee will examine how his/her institution's investment portfolio meets specific portfolio objectives. Specifically, each attendee will work with an investment specialist as part of a small group using Bloomberg information to examine the characteristics of individual securities and evaluate whether/how they enhance an institution's portfolio risk and return profile.Each participant is encouraged to bring a summary of individual securities owned and will evaluate how such securities best fit within a portfolio consistent with management's expectations regarding portfolio risk and return.Participants will:- Examine the four basic portfolio strategies that most community banks follow- Understand how to effectively use Bloomberg information- Evaluate the risk and return features of different Treasury, U.S. Agency, Mortgage-backed Security (MBS), Municipal and Corporate securities, including securities held by their own institution- Develop an in-depth analysis of core deposit strategies and the effective use of wholesale funding- Develop an in-depth analysis of how to measure and manage interest rate risk, including the use of interest rate swapsThe Moore School of Business has a trading room with Bloomberg terminals, which participants will use for their security/portfolio analysis. Each investment specialist will work with small groups of participants to discuss specific instruments and portfolio strategies. Participants are generally community bank officers involved in the finance function at their institutions or bank regulators.
Saturday, May 20, 2017 - Wednesday, May 24, 2017 12:00 PM - 12:15 PMEastern Standard Time Zone
Daniel-Mickel Center for Executive Development1014 Greene StreetColumbia, South Carolina 29208USA1803.777.2231 / 1800-393.2362
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