Structuring Your Investment Portfolio for Liquidity

Webinar Video
Presented by Guest Speaker Jason Williams-Portfolio Manager at Moreton Asset Management.

Are your loan volumes up this year? For many credit unions, the answer to that question is “Yes!” In this webinar, we will cover how the investment portfolio can be a better source of liquidity for your credit union. Many investments brokers are great at selling bonds to your credit union but leave out the information on how to sell bonds back should you need the money to make a loan.

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