With everything that’s been going on due to the COVID-19 pandemic, especially in the financial markets, it’s made managing the investment portfolio for community financial institutions more challenging than ever. With that in mind, I want to tell you about an upcoming event that may be helpful.
The Graduate School of Banking at Colorado (GSBC) is hosting a three-part virtual learning series called “Investing During a Pandemic: The New Normal.” This is a free event that begins on Thursday, May 14.
I’m pleased to be one of the presenters in this virtual learning series for community bankers. In addition, Tim Koch from the Graduate School of Banking at Colorado and Jason Mork from Piper Sandler & Company will be speaking as well.
During the series, we’ll be discussing the impact of recent events on financial market conditions and how to craft investment strategies for financial institution portfolios. We’ll talk about interest rates and when to factor them into making investment decisions, as well as taking a two-pronged perspective to the investment portfolio. I’ll also be sharing three key elements to developing an effective investment strategy and four questions that you must ask as part of building that strategy. Finally, we’ll explore sound portfolio tactics when times get tough.
The virtual learning series begins on Thursday, May 14 and will run weekly for three weeks (5/14, 5/21, and 5/28). As I mentioned, this online series is free. GSBC is offering this and other programs as a service to community banks experiencing unprecedented challenges amidst the COVID-19 pandemic. To learn more and to register for the upcoming virtual series, click here. I look forward to seeing you online!