Bond Basics/Mechanics of the Bond Market

This event will also be streamed on 1/9/2013 9:00 AM to 11:30 AM

In this investment-focused training, Jason Williams from Moreton Financial Services will cover these topics related to investing for credit unions:

  • Review the key terms and definitions for investing in bonds in a credit union portfolio and mechanics of the bond market
  • Discuss 3 risks to be managed by a credit union in selecting bonds as part of an investment portfolio
  • Examine 4 critical structural elements of a successful credit union investment portfolio: safekeep, reporting, investment policy, and management
  • Introduce NCUA investment portfolio regulation section 703 

Jason Williams is president and managing partner at Moreton Financial Solutions and Strata Asset Management. Moreton Financial Solutions is a leading fixed income portfolio manager in the west, serving institutional clients across a broad spectrum including corporations, municipalities, and credit unions. Moreton & Company began in 1910 and is a leading risk management consulting and insurance brokerage firm with offices in Salt Lake City, Boise, and Denver.

Prior to joining Moreton Financial, Jason was a senior portfolio manager and vice president at Zions Bank Liquid Asset Management overseeing a portfolio of $1.5 billion in fixed income securities. Jason has over 13 years capital markets experience with trading, investment policy, and fixed-income markets.

Date 1/9/2013 9:00 AM to 11:30 AM
Utah Credit Union Association
1805 South Redwood Road, Suite 200
Salt Lake City, UT 84104
(801) 243-3118

Registration is currently not open for this event.