Dave Sweeney

David J. Sweeney is Managing Director for Chatham Investment Advisors, an independent investment advisor. David spent fourteen years as a Principal at a big four accounting firm, and eight years in CFO and treasury positions at community banks, managing over $1 billion in investment securities, and over $1 billion in wholesale funding and asset/liability management process. He leads a team of advisory professionals with deep community bank experience.

  • How Sticky Are Your Core Deposits?

    How Sticky Are Your Core Deposits?

    Changing market conditions are creating real concerns for financial institution management teams and present a battle that will put core deposit stickiness to the test.

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  • Past Performance, No Guarantee

    Past Performance, No Guarantee

    With so many moving parts, assessing the performance of the individuals responsible for managing the investment portfolio can be a difficult task.

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  • How to Measure the Performance of Your Investment Management Team

    How to Measure the Performance of Your Investment Management Team

    Assessing the performance of those responsible for managing the investment portfolio can be difficult. Consider the entire balance sheet strategy and how the investment portfolio complements it.

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  • FIs Investing in Municipal Bonds: Are you ready for the Double Whammy?

    FIs Investing in Municipal Bonds: Are you ready for the Double Whammy?

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  • What's the Real Cost to Shifting the Portfolio Management Process?

    What's the Real Cost to Shifting the Portfolio Management Process?

    There are three methods to manage a bank’s investment portfolio: in-house, broker/dealer or outsourcing to an independent investment advisor. What is the true cost of each?

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  • 5 Ways to Maximize the Value of Your Investment Portfolio

    5 Ways to Maximize the Value of Your Investment Portfolio

    Improving security portfolio yields can help to bolster total interest income earned, return on assets (ROA) and return on equity (ROE).

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  • How Will Tax Reform Impact Financial Institutions’ Investment Portfolios

    How Will Tax Reform Impact Financial Institutions’ Investment Portfolios

    With the President signing off on the Tax Cuts and Jobs Act on December 22nd, 2017, financial institutions (FIs) must determine how the changes will affect their business as a whole.

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  • Going Long: Four Ways to Mitigate the Risk of Long-Term, Fixed-Rate Lending

    Going Long: Four Ways to Mitigate the Risk of Long-Term, Fixed-Rate Lending

    For any financial institution that wants to use derivatives to mitigate the interest rate risk associated with longer term, fixed-rate lending, the path forward can be daunting.

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  • A Framework for Balance Sheet Risk Management

    A Framework for Balance Sheet Risk Management

    While FIs are willing to tackle their interest rate risk, often the focus is on a specific transaction, rather than an assessment of whether and how the transaction fits into the overall strategy.

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  • What Should I Be Hedging – Tangible Book Value or Economic Value of Equity?

    What Should I Be Hedging – Tangible Book Value or Economic Value of Equity?

    Long-term interest rate risk of a financial institution is better measured by Economic Value of Equity (EVE) sensitivity analysis rather than tangible book value (TBV) changes.

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  • Why Every Basis Point Matters Now

    Why Every Basis Point Matters Now

    With a more volatile yield curve expected in the upcoming years and continued competition for loans, net interest margins (NIM) may continue to compress for many financial institutions (FIs).

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  • Cost of Funds Pressure Is on the Horizon: What Can You Do About It?

    Cost of Funds Pressure Is on the Horizon: What Can You Do About It?

    A look at the impact of rising short-term interest rates and changing competitive landscape for non-maturity deposits on financial institutions’ cost of funds.

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