With the Fed presumably on the sidelines for the time being and financial markets remaining very sensitive to U.S./China trade talks and geopolitical events, it’s critical for credit unions to understand the latest economic and industry trends along with their potential impacts.
This webinar will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio. Experts from ALM First, investment advisor for Trust for Credit Unions, and Callahan Financial Services, distributor of Trust for Credit Unions, will share key insights on the latest market news and an analysis of the most recent industry data to help you assess the current landscape.
Join Callahan Associates and Jason Haley, managing director of ALM First’s Investment Management Group and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for a discussion about the latest economic and market insights along with investment trends based on 3Q 2019 Performance Data for all U.S. Credit Unions.
Haley and Taft will discuss the overall market and economic outlook, current investment trends for the industry, and the latest performance data for the Trust for Credit Unions Portfolios to assist cooperatives as they consider their investment options.
Complimentary Investment Portfolio Review
A complimentary investment portfolio review is customized for your credit union to help you benchmark your liquidity profile, portfolio mix, weighted average life, and yield. Start your 2020 off by understanding how your credit union compares and to discuss how TCU may fit within your overall portfolio.