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.