The economy began the year on a strong footing, with the Fed orchestrating a pullback on interest rates. Then the pandemic hit, and everything changed. Now the election poses fresh challenges to portfolio managers.
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.
Chris Low has been named several times by Bloomberg as the “most accurate forecaster of Treasury note yields.” He is a member of SIFMA’s Economic Committee and the ABA’s Economic Advisory Committee to the Federal Reserve Board of Governors, where he served as the 2014 Committee Chair. Chris has been quoted in Business Week, The Wall Street Journal, The New York Times, and many other publications around the world. He has been with FHN Financial for more than 20 years.
Jim Vogel manages fixed income strategy and commentary at FHN Financial Capital Markets, including economic forecasting, sector and asset allocation strategy, Treasuries, and agencies. His career through decades of economic and interest rate cycles provides additional perspective as markets undergo another round of dramatic change. Publications include daily and weekly commentaries.
Walt Schmidt is a fixed income veteran with more than two decades spent focusing on mortgage-backed portfolio strategies for money managers, insurance companies, central banks, sovereign wealth funds, corporations, hedge funds, municipalities, and large depositories. Walt is responsible for the management of the Mortgage Strategies area and the coordination of the Structured Product business within the firm. He is a frequent public speaker and panelist in industry and customer-sponsored settings. He has also been widely quoted in the financial press.
Abigail Urtz manages municipal credit strategies for FHN Financial. She follows general credit trends and sector-specific developments to help customers identify and manage credit risk. Abigail uses her extensive database of municipal credit information to identify relative value opportunities through research publications and tailored investment strategies. She developed our proprietary Municipal Credit Review Report, helping customers manage credit exposure in their municipal portfolios. She also pioneered a portfolio screening system to help customers respond to changing credit conditions.
Steve Twersky is Executive Vice President and Manager of the Portfolio Strategies Group at FHN Financial Capital Markets. In addition, Steve is responsible for managing the full depository institution support platform for FHN Financial. As manager of the Portfolio Strategies Group, Steve assists customers with all aspects of investment portfolio and balance sheet management including regulatory, tax, and accounting issues. In his broader role, Steve helps ensure that FHN Financial's comprehensive service package for depository institutions remains relevant to the continually-changing banking environment.
Gray Bowles is a Senior Vice President within the Portfolio Strategies group at FHN Financial. His specialty is coordinating investment strategy for depository institutions, while taking into account their specific objectives and risk tolerances. With more than a decade of experience with FHNF, Gray offers a unique perspective for depository investors and provides valued added insights into portfolio management, asset allocation, and investment strategy.
|Day 1: Monday, September 21|
Election 2020 Keynote Address
|Day 2: Tuesday, September 22|
How the Introduction of Macro Credit Policy Changes Interest Rate Strategy
Jim Vogel, Executive Vice President and Manager, FHN Financial Capital Markets
Economic Outlook: Recovery from the COVID Lockdowns
Chris Low, Chief Economist
|Day 3: Wednesday, September 23|
A Partial Lockdown of the MBS Market
Walt Schmidt, Senior Vice President and Manager, Mortgage Strategies Group
Municipal Credit in a Post-Pandemic World
Abby Urtz, Senior Vice President and Manager, Municipal Credit Strategies Group
|Day 4: Thursday, September 24|
Portfolio Strategy: Navigating the Changing Investment Landscape
Steve Twersky, Executive Vice President and Manager, Portfolio Strategies Group
Gray Bowles, Senior Vice President, Portfolio Strategies Group
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-Live
Course Level: Intermediate
Advance Preparation: None
Recommended fields of study: Economics, Finance
To view more details on CPE credits, please click here.