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Conferences & Education

Bond Graduate School

 

October 6, 2010
The Fairmont, San Francisco

Cosponsored with 
 

 

      

Advanced Investment Strategies for Community Banks

• Economic Overview
• Strategies for Rising Rates
• Liquidity Best Practices
• Interest Rate Modeling
• Loan Purchases

In today’s changing and competitive banking environment, this program supports you and your bank’s success by ensuring the most current and efficient methodologies.

Why You Should Attend

Now in its second year, Bond Graduate School continues to offer an advanced look at marketplace mechanics; pricing models, concepts and structures; accounting issues and advanced methodologies for the modern community bank investment manager. Presented by noted industry experts, you’ll get advanced methodologies, resources, insight and techniques that help you navigate toward stronger results and avoid common pitfalls.

Who Should Attend

• Auditors
• CEOs
• CFOs
• Controllers
• Investment Managers

Schedule & Topics
as of June 10, 2010

Speakers

John Pender, CPA, Vice President

John has been involved in the banking and investment business since 1996.  He is vice president of sales in the Portfolio Management Group of Vining Sparks, where he serves institutional clients nationwide. The Portfolio Management Group provides proprietary services to their clients in the areas of asset liability management and investments. John previously worked in investment strategies, which provides research and technical assistance to the firm’s customers and sales representatives. John’s primary focus centered on asset liability management, portfolio analysis, policy review and regulatory compliance.

Prior to joining Vining Sparks IBG, L.P., John was employed by PricewaterhouseCoopers for five years where he performed both external and internal audit procedures on financial services clients. These procedures included a review of the allowance for loan loss, financial statement preparation, investment analysis, and compliance with policies regarding loan/deposit operations

James Plunkett, SVP, Investment Strategies, Vining Sparks

James Plunkett is a senior vice president in the Investment Strategies Division. James came to Vining Sparks from Union Planters Corporation where he served as senior vice president of the Funds Management Division. His role there included the management and issuance of securities and derivative instruments, purchases and sales of loans, interest rate risk management, and chair of the Asset/Liability Management Committee. Previous to their merger with Union Planters, James managed the Funds Management Division for Sunburst Bancorp. James also worked for eight years at Merrill Lynch where he advised and assisted financial institutions, insurance companies, state and local governments, and corporations in management of fixed income portfolios and interest rate risk. James’s background includes experience managing mutual fund portfolios, hedging debt issuance and loan originations, and asset/liability modeling. He received his Bachelor’s degree in Finance from Baylor University in Waco, Texas .

Rick Redmond, SVP, Vining Sparks

Rick currently serves as head of marketing and trading for Vining Sparks Interest Rate Products, LLC. He previously served as executive managing direction of the Derivative Products Group for a regional broker dealer after serving as the head of the ALM Advisors Group. Rick has twenty-five years of experience with large regional banks, where he held senior treasury and corporate planning positions. His  responsibilities included the customer derivative business, mortgage servicing hedging, interest rate risk management, loan pricing, and risk adjusted performance management. Rick has managed derivative positions hedging over $200 billion in assets. Rick graduated from Auburn University with a BS in Accounting and Finance in 1979 and the Graduate School of Banking at the University of Wisconsin in 1992. He also hold the Certified Management Accounting (CMA) designation. 

William M. J. Taylor, Director, SVP, Vining Sparks

Will has been involved in the banking and investment business sine 1986. His career began as an employee of Shelby County, TN working in the investment and distribution of public funds. Will later moved to the correspondent banking group of Union Planters Bank. Under his management, the group grew to over $3.5 billion in warehouse lending. In this capacity Will was appointed to a number of key committees and subcommittees of the Mortgage Bankers Association of America. In addition to working in the lending area, Will was active in the trading operation. During his tenure he oversaw the financing and securitization of Collateralized Mortgage Backed Obligations (CMOs), Fixed and Adjustable Mortgage Backed Securities ( with emphasis on Multifamily projects) and Small Business Administration Loan Securities. Will joined Vining Sparks as a result of a combination of Union Planters dealer operation with Vining Sparks in September 1990.

Wade Walker, SVP, Vining Sparks

Wade has over 22 years experience in fixed-income capital markets and focuses on non-agency mortgage sales and securitization. Over his career, Wade has brokered over $5 billion of loan packages and was the lead underwriter on $20 billion of CMO/ABS deal.  Wade received his MBA from the University of Utah .

Vining Sparks

Vining Sparks is nationally recognized as a leading broker/dealer serving the investment needs of institutional investors.  

Registration Fees

Early Bird Fees (by August 5)
WIB/CIB Member Banks - $295
New Bank Members* - $245
Nonmember Banks - $375

Regular Fees (after August 5)
WIB/CIB Member Banks - $345
New Bank Members* - $295
Nonmember Banks - $425

*New Bank is defined as banks in organization, groups in formation or WIB member banks opened three years or less from the date of this program.

Please note: WIB Associate Members are not permitted to attend this educational program.

Cancellation Policy
Registration fees minus $75 processing fee will be refunded if cancellation is received by September 23. No refund if cancellation is received after September 23.  Substitutions welcomed.

Money Back Guarantee
If you are not completely satisfied with this program, we will provide a full refund of your registration fees.

CPE Credit
Up to 6.0 CPE Credits may be available upon completion of the program.

Hotel Information

The Fairmont Hotel presents an awe-inspiring picture of historic San Francisco. The grandeur of the fully restored hotel coupled with its reputation for impeccable service promises a truly memorable experience. Central to the Financial District, Union Square and Fisherman’s Wharf, the Fairmont Hotel is located at the only spot in San Francisco where each of The City’s cable car lines meet.

The Fairmont San Francisco
950 Mason Street
San Francisco, CA 94108

Reservation Phone:  (800) 441-1414
Main Phone:  (415) 772-5000
Fax Number:  (415) 772-5013

Reservation deadline:    September 2, 2010

Room Rates/Taxes

Single/Double Queen – $219
King – $229
Run of Tower Building – $249
Add 15.5% room taxes to above rates.  

Reservation Procedures

Contact the hotel at the directly at the phone numbers above and mention Western Independent Bankers to obtain the conference rate.

Cancellation Policy

Room rates valid from October 4-12, 2010. Cancellations received after 4:00 pm on day prior to arrival will be charged one (1) night.

Travel

Air Travel

Convenient to both San Francisco (SFO) and Oakland (OAK) International Airports. Both airports are served by BART (public transportation). See Public Transportation below.

Rental Car Discount

• Discount rates are available for Avis rental cars. Visit www.avis.com or call Avis at (800) 331-1600. Mention WIB’s group code J990669.

• Discount rates are available with Hertz rental cars. Click here to reserve. Or call Hertz at (800) 654-2240. Refer to Convention Code 04DT0004.

Public Transportation

We recommend BART (Powell Street exit), cab or shuttle. Please visit www.511.org for more information. 

Parking

Parking at the hotel is currently $50 plus taxes per night for overnight guests.

 

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