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Interest Rate Risk & Investment Strategies Seminar

Interest Rate Risk & Investment Strategies Seminar



April 17, 2018
VBA Training Center
4490 Cox Road
Glen Allen, VA 23060

Leadership requires vision. For financial institutions, vision can be defined as “the ability to see and assess an unfolding financial landscape.” Successful managers seek out the tools, resources, and processes that bolster sound decisions in the face of changing market conditions. They also develop the plans and winning strategies necessary to lead their financial institutions to high performance. Establishing such a plan requires a trusted partner; The Baker Group is that partner.

The Virginia Bankers Association’s Interest Rate Risk and Investment Strategies Seminar is developed specifically for managers of financial institutions. Designed to meet the challenges of 2017, it is an in-depth examination of current topics including:
  • Market Conditions and the Banking Environment
  • Interest Rates, Liquidity, and Balance Sheet Strategies: Everything’s a Cycle
  • Modeling Interest Rate Risk: Best Practices and Regulatory Compliance
  • Investment Strategy and Security Selection for Each Rate Environment
  • Municipal Bonds and the Pension Crisis: How to Develop a Process to Protect Your Portfolio
  • Techniques for Managing MBS to Minimize Prepay Volatility
  • Liquidity, Cash Flow, and the Bond Portfolio
After completing this seminar, you will be able to:
  • Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
  • Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
  • Recognize the Difference Between Earnings at Risk and Capital at Risk
  • Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
  • Measure and Assess Relative Value Between and Among Bonds

About the Speakers


Registration Fees

VBA Members: $245

Non-Members: $745

Hotel Information

Please contact Walt Lyons at or (804) 819-4746 for assistance with accommodations.


VBA Contact

Walter L. Lyons -  
Manager, Education & Training
Virginia Bankers Association

VBA Event Cancellation Policy

All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to beginning of course.