Swap Sales Strategy Session

March 13, 2018

 

Market Update: Banking in Uncertain Times – March 13, 2018

March 13, 2018 | 2PM EDT / 11AM PDT | 1 hour | Online | by Chatham Financial

In today’s competitive lending environment, banks need to find ways to differentiate themselves from their peers to attract and serve the needs of their customers. As the interest rate environment begins to shift away from an extended period of low rates and as customers look for the best terms, understanding how changing economic factors affect lending strategies is key to success. This webinar provides bankers, relationship managers, and lenders critical insights they need to better serve their customers and succeed in today’s marketplace.

 

 
 
 
 
 
 

In this webinar, we will explore these important issues:
– Timely discussion about the current interest rate environment
– Using swap-based strategies to win business from your competitors
– Q&A with industry experts on interest rate hedging strategies

 

Speakers:
Jim BeattieJim Beattie, CFA is a member of Chatham’s financial institutions advisory practice and works to assist bankers in their origination efforts through the prudent use of interest rate derivatives. Prior to Chatham, he worked at CIT Capital Markets as a derivatives marketer and salesperson and was most recently a member of Ernst & Young’s Risk Management Consulting practice, advising multi-national banks on market-based risk factors. Jim graduated from Lehigh University with degrees in Finance and in Information Systems Engineering and is a CFA Charterholder.

 

Michael SharpMichael Sharp is a client advisor on Chatham’s financial institutions team. Prior to joining Chatham, Michael worked for thirty years in the capital markets and banking industry, most recently as the Managing Director of First Niagara Bank’s Derivative Products and Foreign Exchange team. Prior experience includes work with Deutsche Bank, Regions Bank, Bank of America and Morgan Guaranty Trust. He began his career on the trading floors of the C.B.O.E and the Chicago Board of Trade. He received his BS in Industrial Management from Purdue University’s Krannert School of Management.

 

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