Events

    Developing an Appropriate Investment Program for a Steep Yield Curve Environment
    A Seattle Bank Web Seminar Archive

    What are your investment options in a steep yield curve environment? Which investment strategies are most advantageous for addressing interest rate risk?

    For answers to these and other related questions, join FTN Financial’s Peter Taglia and Walt Schmidt for an informative one-hour Web seminar addressing investment strategies for a steep yield curve environment. Peter and Walt will discuss:

    • Where to invest, given increasing liquidity availability, regulatory on-balance sheet requirements, and negative arbitrage issues faced by many institutions
    • Whole loan strategies in the context of addressing interest rate risk, especially under the new interagency guidelines
    • The role of certain asset classes in bolstering asset sensitivity, including their observations on the current state of the mortgage-backed securities sector

    Peter Taglia is Vice President Financial Management at FTN Financial and is a member of the Capital Assets Group, concentrating on loan sale/securitization strategies, asset-backed structuring, and portfolio analysis. Mr. Taglia is a past president of the Illinois Mortgage Bankers Association, a frequent speaker for the MBA, and a prior senior faculty member for the Freddie Mac School of Mortgage Finance. He has authored several articles for Secondary Marketing Executive, Futures Magazine, Futures Industry, and the Chicago Board of Trade.

    Walter “Walt” Schmidt is Senior Vice President and Manager, Structured Product Strategies at FTN Financial and a 15-year, fixed-income veteran. Mr. Schmidt focuses on total rate of return for structured product portfolio strategies for money managers, insurance companies, central banks, sovereign wealth funds, corporations, hedge funds, municipalities, and large depositories on a global scale. Mr. Schmidt is a frequent public speaker and discussion facilitator in both industry association and client-sponsored settings. He has also been widely quoted in the print media and has appeared in the television media to discuss market trends.

    WHO SHOULD VIEW THIS ARCHIVE WEB SEMINAR
    TThis Web seminar is designed for Seattle Bank member CEOs, CFOs, and portfolio managers, as well as those involved in the asset/liability management decision-making process.

    View archived presentation (with audio)
    View and print presentation slides (pdf)

    Please contact Erin Eiseman (206.340.2380) with any questions.