Interest Rate Risk Seminar
Darden School of Business, University of Virginia
FinPro’s Scott Martorana will explore the economic headwinds we are starting to see and how a global and potential U.S. economic slowdown will change what banks have been doing for the last 10 years. Due to the abnormality of this economic recovery, and the drastic change in the banking landscape over the last 10 years, we as an industry need to reconsider how we prepare for a downturn.
The Baker Group will provide strategies for managing investment portfolios and IRR in this environment.
Agenda & Speakers
Topics will include:
- Economic Overview, Market Update, and Fed Policy Outlook
- Interest Rate Cycle Dynamics – Preparing the Balance Sheet for the Next Environment
- Best Practices to comply with the Latest Liquidity and IRR Regulatory Guidance
- What Should Out Institution Be Buying Today? Seeking the Best Relative Value
- Managing Cashflow Optionality to Protect Against Extension and Contraction Risk
- Protecting Your Portfolio with a Robust Municipal Credit Process
Each attendee will receive a custom packet for their Institution which will include bank-specific performance data and peer group comparison, non-maturity deposit analysis, surge balance study and a liquidity stress test.
Ryan Hayhurst joined The Baker Group in 1991 and is now a Managing Director and member of the Board of Directors. Ryan serves as Manager of the Financial Strategies Group and oversees the design and implementation of investment and asset/liability strategies for financial institutions. He is also integrally involved in the continued development of the firm’s proprietary software designed to assist clients in the management of their investment portfolio (APM) and their overall interest rate risk profile (IRRM).
Ryan regularly develops and presents educational seminars nationwide with a focus on investment and interest rate risk management. He is a frequent speaker at financial institution conventions and investment conferences and has served as a faculty member of several national and regional banking schools.
Scott Martorana is an Executive Managing Director with FinPro. Scott, who joined FinPro in 2003, leads and manages the consulting and investment banking divisions of FinPro.
Scott is a capital markets expert with a focus in mergers and acquisitions, stock valuations and fairness opinions. He has been involved in buy-side and sell-side M&A transactions, bank recapitalization transactions, community bank capital raises, valuation analyses and strategic reviews. Strategic analysis and branch divestitures/acquisitions are other areas of experience.
Scott has been involved in consulting engagements for nearly all FinPro consulting services but has particular expertise in strategic planning, value creation, enterprise risk management, de novo bank formation, and asset/liability management.
As part of his work for the firm, Scott has conducted numerous Board of Director and Management retreats, focusing on strategic initiatives and capital markets activities. Scott has also spoken at numerous industry conferences and been quoted in and written several articles for industry publications. Scott is also on the faculty of the Graduate School of Bank Investments and Financial Management at the University of South Carolina.
Prior to joining FinPro, Scott worked as a systems engineer at ITT Industries developing tactical network radio systems for the Department of Defense. While at ITT he was granted a patent for a radio system data screening algorithm.
Scott earned a B.S. in Mechanical Engineering from Johns Hopkins University. In addition, Scott is a graduate of the three-year ABA Stonier Graduate School of Banking program at the University of Pennsylvania.
Scott holds series 7, 24, 79 & 63 licenses.
Registration for this seminar is $245 per attendee.
All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to the beginning of course.
Special Needs & Americans with Disabilities Notice
If you have special needs that may affect your participation in this event, please contact Gail Queen to discuss accommodations.
In case of inclement weather, please check the VBA Event Hotline for updates on the status of VBA events.
Hotline Number (804) 819-4739
The VBA has reserved a block of rooms at the UVA Inn at Darden for $129 plus taxes/fees. In order to take advantage of this reduced rate, reservations must be made no later than April 27, 2020 by one of the following methods:
- Book directly online at http://bit.ly/327HxY3
- Call the Gatehouse Staff at (434) 297-7384
- Email the Gatehouse Staff at GatehouseStaff@Darden.Virginia.edu
Please reference “Virginia Bankers” if calling or emailing.
UVA Inn at Darden
19 Duffy Boulevard
Charlottesville, VA 22903