FREE WEBINAR

3-15-2017

Maximizing the Interest on Your Investment Portfolio

Presented by Guest Speaker Jason Williams-Portfolio Manager and President at Moreton Asset Management.

Many credit unions are familiar with and invest in FDIC insured certificate of deposits (CD’s). Many more credit unions don’t fully utilize the other asset classes allowed under NCUA investment guidelines.

THIS WEBINAR WILL DISCUSS: 

• Best practices, advantages, and disadvantages of investing in government bonds, municipal bonds, and U.S. Agency mortgage backed securities.
• Additionally, we will discuss ways to analyze step-up agency securities and callable bonds.

Jason Williams has spent 15 years managing over $2 billion in Bond portfolios for institutions. He has worked extensively with credit unions and is knowledgeable as to the regulatory environment in which they operate.