Why Now is the Time To Consider Adding Derivatives to Your Toolbox

Banks and now federally chartered credit unions have an opportunity to gain greater flexibility in managing interest rate risk and offering innovative products to benefit their customers and members by using derivatives and hedging strategies, thanks to a recent change to governing rules by the NCUA. Join our webinar to learn about the potential benefits and understand the complexities and potential risks of derivative use for your portfolio.

 

Learning Objectives:

  • Discover how derivatives may be used to hedge interest rate risk
  • Understand the NCUA’s proposed derivative changes for credit unions
  • Explore the potential benefits and risks associated with derivatives use
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Robert Perry

Robert Perry

Principal

Robert Perry is a Principal at ALM First Financial Advisors, joining the firm in 2010. Robert leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. He also provides strategic focus for financial institution client portfolios that are primarily invested in the high credit quality sectors, and is instrumental in balance sheet hedging strategy development.

Shahid Sattar

Shahid Sattar

Senior Associate, Funds Management Group

Shahid Sattar joined ALM First in 2015. As a Sr. Associate in the Funds Management Group, Shahid is primarily responsible for the management of derivative and funding analytics. Additionally, Shahid proactively formulates balance sheet strategies to optimize client performance within policy and risk tolerances. As a Sr. Associate, Shahid also produces content in the form of articles and webinars.
Shahid holds a bachelor’s degree in finance from the University of Texas at Dallas.

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The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.