Conferences & Education
Bond Graduate SchoolAugust 28-29, 2012
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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
Who Should Attend
- CEOs
- CFOs
- Controllers
- Investment Managers
- Past Bond University Attendees
Why You Should Attend
Bond Graduate School helps you understand and evaluate areas of risk, methods to minimize exposure and the best use of your 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 intermediate bank investment training, consider Bond University.
Schedule
| Day 1 | |
| 12:30-1:00 pm | Registration |
| 1:00-5:00 pm | Economic Overview and Outlook • Caution Products to be Aware Of • Strategies for Rising Rates |
| 5:30 pm | Dinner Event hosted by Vining Sparks |
| Day 2 | |
| 7:30-8:00 am | Continental Breakfast |
| 8:00 am-Noon | Liquidity Best Practices • Interest Rate Modeling • Loan Purchases • Hot Topic Issues |
Speaker Bios
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. His 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. Prior 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. His background
includes experience managing mutual fund portfolios, hedging debt issuance and
loan originations and asset/liability modeling.
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, he 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. Will consistently ranks among our top speakers, with a recent
4.9 out of 5.0 rating by past attendees.
Registration Information
Early Bird Registration Fees
$325 WIB Member Bank
$400 Nonmember Bank
$275 De Novo Member*
Seattle Early Bird Deadline: July 27
San Francisco Early Bird Deadline: October 5
Regular Registration Fees
$375 WIB Member Bank
$475 Nonmember Bank
$325 De Novo Member*
*De Novo Discount: Banks In Org. or WIB Member Banks open less than 7 years.
Registrations are not currently accepted for individuals from the Income/Bond Market or WIB Associate Members.
Dinner Event
Enjoy a Dinner Event hosted by Vining Sparks. One ticket included with
registration. Additional guest
tickets are available at $150 each. There is an additional fee of $25 for
tickets purchased on-site.
Cancellation Policy
Registration fees minus a $75 processing fee per registrant will be refunded
if cancellation is received 14 or more days before program. No refund if
cancellation is received less than 14 days before program. Substitutions
welcomed. WIB is not responsible for airfare penalties incurred due to the
cancellation of this program.
CEU Credit
Up to 7.5 hours of CEUs may be available upon completion of the program.
Our Guarantee
If you are not completely satisfied with this program, please contact us
within 10 days following the program and we will provide a full refund of your
registration fees.
Hotel & Travel
August 28-29, 2012
Grand Hyatt Seattle
721 Pine Street
Seattle, WA 98101
www.grandhyattseattle.com
Reservations: (888) 421-1442
Register
Online
Room Rate: $179 King/Double (plus 15.6% taxes)
Contact the hotel at the directly and reference “Western Independent
Bankers” to receive the discounted rate.
Rates Valid: August 24-31
Reservation Deadline: August 1, 2012
Cancellation Policy: Reservations not cancelled at least 72 hours prior to arrival are subject to a one night cancellation fee.
November 7-8, 2011
Grand Hyatt San Francisco
345 Stockton Street
San Francisco, CA 94108
www.grandsanfrancisco.hyatt.com
Reservations: (888) 421-1442
Register
Online
Room Rate: $229 King/Double (plus 15.5% taxes)
Contact the hotel at the directly and mention WIB Bond Graduate School to obtain
the conference rate.
Rates Valid: November 4-13
Reservation Deadline: October 10, 2012
Cancellation Policy: Reservations not cancelled at least 72 hours prior to arrival are subject to a one night cancellation fee.
Rental Car Discounts
AVIS: (800) 331-1600 – www.avis.com;
AWD number J990669
Hertz: (800) 654-2240 – www.hertz.com;
convention code 04DT0003
Thrifty: 1-800-THRIFTY (857-4389) – www.thrifty.com;
CD# 004C007855