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Balance Sheet Sector Allocation and Valuations

July 25 @ 10:30 am - 11:30 am CDT

A well thought out top down bottom up approach to fixed income portfolio management with a healthy dose of risk management is what we’ll be addressing in today’s webinar.  Robust risk and valuation analytics are at the heart of successful investment management programs as are performance feedback loops that inform managers.

Learning Objectives:

  • Recognize the importance of sector selection
  • Learn the appropriate valuation methodologies
  • Review the process of ongoing portfolio management


If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected]



July 25
10:30 am - 11:30 am
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ALM First Financial ForumRegistration is Now Open!

Sept. 23-25, 2019
San Antonio, TX

The ALM First Financial Forum is designed for board members and executives of financial institutions to discover insights, formulate strategies, and gain new perspectives about the coming year. It is the must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, ALCO and Board Members.

Register Now!