A variety of strategies will be on the agenda for Callahan & Associates and TRUST for Credit Union’s first National Investment Forum
The seminar will take place Jan. 28-30 in San Diego at the Hotel Solamar.
Attendees will have their choice of two tracks to accommodate all levels of investment knowledge and breakout sessions that relate best to the sophistication of their credit unions’ investment strategies, organizers said.
The fundamental track will clarify investment terms, review the drivers for return and risk, and address the three objectives of an investment portfolio: safety, liquidity and yield. The advanced track will cover asset management and funding, as well as risk management using derivatives.
Speakers for the conference include Dwight Johnston, chief economist with the California and Nevada Credit Union Leagues; Robert Perry, financial adviser at ALM First; Chief Financial Officer Brad Miller of the $2 billion Coastal Federal Credit Union in Raleigh, N.C., and Jeff Greenert, senior portfolio manager at the $4.7 billion Vystar Credit Union in Jacksonville, Fla.
Callahan said the forum is especially relevant considering that many credit unions are unsure about all of the options for their investment portfolios and what actions to take in these challenging times.