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Conferences & Education

 

Bond Graduate School

 

November 9-10, 2011
Omni Hotel, San Diego

 

 

   

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Advanced investment strategies for community banks including:

• Investment marketplace mechanics
• Pricing models
• Concepts and structures
• Accounting Issues (OTTI and Mark-to-Market)
• Advanced methodologies

Bond Graduate School is ideal for those who have completed WIB Bond University or have a minimum of five years of experience dealing with bond/bank investment issues, concepts and portfolios.

Who Should Attend

• CEOs
• CFOs
• Controllers
• Investment Managers
• Past Bond University Attendees

Why You Should Attend

During these uncertain economic times, it is critical to look at areas of risk and methods to minimize exposure and make the best use of the bank’s investment options to protect the net interest margin. 

Bond Graduate School, our advanced bank investment training program, provides an in-depth understanding of investment marketplace mechanics, pricing models, concepts, structures, accounting issues and advanced methodologies. For basic bank investment training, consider Bond University.

For basic bank investment training, consider Bond University.

Schedule

As of October 21, 2011

Dinner Cruise

Bond Graduate School registrants are invited to a very exclusive complimentary dinner cruise event hosted by Vining Sparks on Wednesday, November 9. The three-hour dinner cruise aboard the California Princess features fine dining and spectacular nighttime views of the San Diego skyline. Guests will be transported from the Omni San Diego Hotel and board our charted yacht to be greeted with a glass of champagne and a pre-cruise cocktail reception. While sailing in the San Diego Harbor you will enjoy a world-class dining experience and the company of your fellow Bond Graduate School attendees. After the dinner cruise all guests will be transported back to the Omni San Diego Hotel by 10:00 pm. Each Bond Graduate School registration includes one dinner cruise ticket. Extra tickets may be purchased for the dinner cruise and are $150 per person. Please be sure to RSVP if you plan to attend.

Speakers

John Pender, CPA, Vice President, Vining Sparks

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 Division, Vining Sparks

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 .

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

Will has been involved in the banking and investment business sine 1986. His career began as an employee of Shelby County, Tenn., 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.

Tom Mecredy, SVP, Vining Sparks Community Bank Advisory Group

Mr. Mecredy has extensive experience providing financial advisory services to community financial institutions. As a financial advisor, he assists clients with mergers and acquisitions, bank stock valuations, financial structure analysis, makes bank regulatory assessments, and provides negotiation support. He also applies his expertise to general bank merger and acquisition strategic planning for the firm’s clients. Mecredy has been involved in over two thousand bank stock valuations and two hundred and fifty mergers and acquisitions and he has served on numerous occasions as an expert witness in cases regarding bank stock valuation matters. Moreover, he is a speaker at numerous national and state bank trade association seminars and conventions. Prior to joining Vining Sparks, Mecredy was a managing director of Howe Barnes Hoefer & Arnett, Inc. from 1994 to 2011 and was head of the Alex Sheshunoff & Co. Investment Banking division from 1989 to 1994. Previously, he served as Assistant Vice President for a large Midwest multi-bank holding company. Mecredy performed the traditional functions of the chief financial officer at the holding company level and was primarily responsible for all financial and regulatory aspects of bank acquisitions. Additionally, he was with the Federal Reserve Bank of Chicago where he served as a Senior Bank Holding Company Examiner and also worked in the Applications Division performing bank merger and acquisition analysis. 

Vining Sparks

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

Registration Fees

$295 WIB Member Bank
$375 Nonmember Bank
$245 New Bank Member
After October 7 fees will be $345/$425/$245

New Bank Discount: Banks In Org. or WIB Member Banks opened less than 7 years may register at $245.Registrations are not currently accepted for individuals from the Income/Bond Market.

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

Cancellation Policy
Registration fees minus $75 processing fee per registrant will be refunded if cancellation is received by October 7. No refund if cancellation is received after October 7. Substitutions welcomed.

Please Note
Each full Bond Graduate School Registration includes one ticket for the Dinner Event. Additional tickets for guests may be purchased for $150 each. There is an additional fee of $25 for tickets purchased on-site.

CEU Credit
Up to 7.5 hours of CEU Credits may be available upon completion of the program.

Hotel Information

Omni San Diego Hotel
675 L Street
San Diego, CA 92101

Phone: (619) 231-6664
Fax: (619) 231-8060
Reservations: (800) 843-OMNI (6664)

Website: http://www.omnihotels.com/Home/FindAHotel/SanDiego.aspx

Located in the heart of the historic Gaslamp Quarter across from the convention center, the Omni San Diego Hotel puts you close to the city's top sites and attractions.  Explore Balboa Park, take a harbor cruise or catch a Padres baseball game at PETCO Park, connected to the hotel via a pedestrian skywalk. The Omni San Diego Hotel offers you the perfect escape, with contemporary accommodations that feature views of the bay, city or PETCO Park Stadium as well as the impeccable service Omni Hotels is known for.

This hotel complies with the Global Privacy Policy for Guests which is available at http://www.omnihotels.com/PrivacyPolicy.aspx.

Room Rate
$219 plus taxes (currently 12.56%) per night
Rate valid November 6-15, 2011

Cancellation
Reservations not cancelled by 5:00 PM at least 7 days prior to arrival are subject to a one (1) night cancellation fee.

Reservation Deadline
September 11, 2011

Travel

Air Travel

San Diego International Airport (SAN)

Rental Car Discounts

Avis: (800) 331-1600, www.avis.com, code: J990669.

Hertz: (800) 654-2240, code: 04DT0003.

Thrifty: (800-857-4389, www.thrifty.com, CD#: 004C007855.

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