Conferences & Education

2007 Bond University
sponsored by Vining Sparks

November 8-10, 2007
Hyatt Regency San Francisco
San Francisco

Program | Schedule


Timely On-Target Investment Strategies

This program is designed to help you identify which investment alternatives make the most sense given your bank’s asset liability position, interest rate bias, tolerance for risk, loan funding needs and competitive environment. By combining objective analytical tools to identify value, with a conceptual learning environment, Bond University will teach you a methodical approach to developing high performing portfolios that meet the needs of your bank.

Come hear it from those that know best!

You Will Get the Answers to:

  • Which investments perform best as the shape of the yield curve changes?

  • Which investments perform best in stable, rising and falling interest rate scenarios?

  • How can I best use GAP reports, income simulation and economic value of equity analysis?

  • What is on the regulatory radar that I need to know about?

  • Are there steps I can take to increase the per share value of my bank?

  • Can I hold my own in the Asset Liability Game?

  • How can I be sure a bond is being presented to me fairly by a broker?

  • When, if ever, will my bank need a “Cadillac” A/L model?

  • What are the pros and cons of outsourcing the ALM function?  

Who Should Attend

  • Chief Executive Officers

  • Chief Financial Officers

  • Controllers & Investment Managers

Registration Fees
Registrations into Bond University are not currently accepted for individuals from the Income/Bond Market.

Early Bird Member (by Oct. 11)   

$825

Early Bird Nonmember (by Oct. 11)

$1,045

Regular Member (after Oct. 11)

$925

Regular Non Member (after Oct. 11) 

$1,145

New Bank Discount

Banks in organization or opened less than three years subtract $200.

Evening Activities

Each Bond University registration includes Dinner & Event on Thursday and Dinner on Friday. If you wish to bring a guest extra tickets may be purchased as follows: 

Thursday Night Dinner & Cable Car Tour of San Francisco: $150 

Friday Night Dinner at Equinox Restaurant (On property): $150

Cancellation Policy

By October 25, full refund minus $75 processing fee. Between October 26 and November 1, 50% refund. After November 1 no refunds will be issued. Substitutions welcomed. All substitutions will be assessed a $75 processing fee. We are not responsible for airfare penalties incurred due to the cancellation of this program.

Guarantee

If you are not completely satisfied with this program, please contact WIB within 10 days of conference and your registration fee will be refunded.

CPE Credit 

Up to 16 CPE Credits may be available upon completion of the program.

This is great material combined with real-life situations. It gave me a new way to understand investment costs vs. loan costs.

— David A. Caulkins, SVP/CFO, Granite Community Bank, CA