Investment Basics

RELEASE DATE: JULY 22, 2024
ESTIMATED DURATION: 90 MINUTES

The Investment Basics webinar will provide an overview of the current investment market along with recent credit union investment portfolio trends for both large and small credit unions. We will discuss permissible investments for credit unions and do a deeper dive into some of the key characteristics of those investments. The webinar will also discuss some investment portfolio strategies that credit unions can use to lower risk and or increase the yield from their investment portfolio. Finally, we will also discuss best practices for risk reporting and key parameters for investment policies.

MEET THE SUBJECT MATTER EXPERT

As manager of Brokerage Services, Jonathan Jackson is responsible for leading the activities of the Brokerage Services division and managing the registered representatives of CU Investment Solutions, LLC. This includes the sales of securities, issuance and placement of certificates of deposit, sales of Catalyst share certificates, placement of subordinated debt issuances, and the placement of loan participations.

Prior to leading the Brokerage Services division, Jonathan has served as an advisor with Catalyst Strategic Solutions. In this role he assisted client credit unions in meeting their goals in the areas of financial management, ALM analysis, investment portfolio analysis and strategic planning.

Prior to joining the Catalyst Strategic Solutions team, Jonathan acquired extensive fixed income market and portfolio management experience through 12 years with the retail and institutional fixed income desks at TD Ameritrade.