2021 Virtual Seminar

presented by FHN Financial

September 20-23, 2021

The economy has rebounded immensely this year, but many uncertainties and hurdles remain, not the least of which are new variants of the COVID-19 virus. The one thing that remains clear is this will not be a typical recovery that follows the normal path of previous cycles. Depository institutions have been especially challenged due to the vast amount of deposit growth that has occurred in a low rate environment with little loan demand. Our focus with this year’s Seminar will be to find the right balancing point to best deal with these uncertainties.

While the pandemic has changed the way everyone does business, FHN Financial remains committed to serving you and your needs. We are moving our in-person annual seminar online. This event gives you direct access to our industry experts so you can maneuver through this unique environment. We will still provide CPE credits for all those who qualify.

seminar agenda
Day 1: Monday, September 20
2-3pm CT Keynote Address
Richard Montañez
3-4pm CT Economic Update: Economic Recovery, Inflation, and the Fed
Chris Low, Chief Economist
Day 2: Tuesday, September 21
2-3pm CT Rates: It’s a Smaller World, After All
Jim Vogel, Executive Vice President and Manager, FHN Financial Capital Markets
3-4pm CT From Pandemic to Municipal Golden Age: How We Got Here
Ajay Thomas, Executive Vice President, Head of Public Finance
Day 3: Wednesday, September 22
2-3pm CT The MBS Market in Transition: Opportunities and Challenges
Walt Schmidt, Senior Vice President and Manager, Mortgage Strategies Group
Alexis Vilimas, Vice President, Mortgage Strategies Group
3-4pm CT The SBA Floater Market — What Does the “New Normal” Look Like?
Ruben Rodriguez, Vice President, Portfolio Strategies Group
Day 4: Thursday, September 23
2-3pm CT The Changing Nature of Banking and Its Impact on Strategy — Panel Discussion
Jeff Davis, Managing Director, Mercer Capital
Gray Bowles, Senior Vice President, Portfolio Strategies Group
David Howard, Senior Vice President, Portfolio Strategies Group
3-4pm CT Portfolio Strategy: A Framework for the Post-Pandemic Portfolio
Steve Twersky, Executive Vice President and Manager, Portfolio Strategies Group
Gray Bowles, Senior Vice President, Portfolio Strategies Group
seminar details

All sessions will be held online. Login instructions will be emailed to you closer to the event.

7 CPE credits will be available.
Delivery Method: Group Internet Based
Course Level: Intermediate
Advance Preparation: None
Recommended fields of study: Economics, Finance

To view more details on CPE credits, please click here.

Seminar Registration