You are a balance sheet management pro looking to immerse yourself in formal instruction on fixed income securities, investment strategy and execution, and numerous topical considerations. Then the Advanced Academy is the curriculum track for you.
Topics include:

  • Analyzing Fixed Income Securities
  • Investment Strategy and Execution
  • Loan Participations as an Investment Vehicle
  • Advanced ALM Techniques
  • Forward-Looking Liquidity Risk Metrics
  • ALM Model Validation

Participants earn 12 CPE credits.

  • CEOs, CFO, Controllers, and other professionals responsible for balance sheet management.