A slide that reads " asset / liability management : moving beyond the model."

ALM Workshops Q1 & Q2 2019: Santo Domingo, New York & Miami

February 13, 2019

Announcing ALM Workshops For Q1 & Q2 2019 Santo Domingo, Dominican Republic, February 21st-22nd, 2019 New York, New York, February 27th-28th, 2019 Miami, Florida, June 18th-19th, 2019 As interest rates moved higher last year, many depository institutions found that they…

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FTP Workshop – Santiago – Nov 2018

November 25, 2018

Thanks to the large group of delegates from Colombia and Chile who attended my FTP workshop in Santiago. Once more, I observed that bankers in Central and South America are much more aware of the necessity for FTP for effective…

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NMD Workshop – Bogota – Nov 2018

November 25, 2018

Thanks to everyone from Colombia and Dominican Republic who attended my deposit modeling workshop in Bogota. In addition to experiencing higher and more volatile interest rates relative to banks in the US and Europe, the introduction of non-bank financial intermediaries…

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NMD Workshops, Q4, 2018: Bogota & New York – Update

October 29, 2018

Learn why rising interest rates are disrupting earnings expectations for so many depositories! Are your deposits misbehaving? Not as sticky and rate-insensitive as you thought they would be? This is not unusual as banks, credit unions and their regulators are…

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FTP Workshop – Miami – October 2018

October 23, 2018

Are you confused about why your bank’s or credit union’s earnings are not materializing as expected? You don’t have to be! Perhaps the story of how your depository institution makes money is not robust to rising interest rates. For most…

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FTP Workshops, Q4 2018: Miami & Santiago

August 23, 2018

Announcing the following FTP Workshops for Q4 2018: Miami, October 18-19 Santiago, November 12-13 Now that interest are finally moving up, many banks are finding that their processes for computing and forecasting product- and business segment-level profitability are producing more…

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ALM Workshops, Q4 2018: San Francisco & London

August 22, 2018

Announcing the following ALM Workshops for Q4 2018: San Francisco, September 6-7 London, October 3-4 With interest rates moving higher in many countries for the first time in a decade, its been quite some time since banks have given much…

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NMD Workshops, Q4, 2018: Bogota & New York

August 22, 2018

Announcing the following NMD Workshops for Q4 2018: Bogota, November 8-9 New York, November 28-29 As we move from a period of excess liquidity to an environment where depository institutions are competing aggressively for funds, many firms are finding that…

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