Investment Strategy Workshop Information

Thanks for registering for . . .

I'm looking forward to working with you as we build a customized investment strategy for your community financial institution. The information below provides some details ahead of our first session on Tuesday, January 10.

Meeting Info

3 Meetings - 1/10, 1/12, 1/17, 1-4pm EST (12pm CST, 11am MST, 10am PST, 9am AKST, 8am HST)

Zoom Link Info

Link

Instructions for connecting?

Connect to Workshop

Submitting other names for access

Discuss the module - video replays, other resources (drop this here?)

How to Prepare

Investment policy

Investment examples

Other policies (ALM, liquidity)

Summary of investment holdings

Submit questions ahead of time?

Questions? Here's how to reach Chris