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Come to Vegas to Share and Hear Best Practices of Education-Focused Credit Unions
Thursday April 24, 2025 10:15am - 11:15am PDT
Join this discussion of the current economic and interest rate environment with Bryan Bell as he introduces the concept of Interest-Rate Perspective and how it can be utilized to identify potential periods of transition in the Interest Rate Cycle. He will take a detailed look at the pros and cons of what is believed to be the most appropriate investment strategies, and how these strategies might perform in these changing economic conditions. Attendees will be provided with valuable insight into the impact of changing interest rates on investment decisions, earnings, risk position and liquidity.
  • Economic Overview and a look at the current/projected interest rate environment
  • Introduction to the concept of Interest-Rate Perspective
  • Pros and Cons of investment strategies to consider
  •  How these strategies/securities can be complimentary or additive to the CU and their income
  • Knowledge of how changes in interest rates can and should impact their decision making process


Speakers
avatar for Bryan Bell

Bryan Bell

Credit Union Investment Strategy Group
Bryan is an Associate Director for the Credit Union Investment Strategy Group of Oppenheimer & Co. Inc. (“Oppenheimer”) in the East Lansing, MI office. The group of fixed-income professionals provides comprehensive investment strategies to help credit unions nationally meet their... Read More →
Thursday April 24, 2025 10:15am - 11:15am PDT

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