Non-Maturity Deposit Modeling Workshop December 2023

Non-Maturity Deposit Modeling Webinar December 2023

November 15, 2023

I am excited to announce our upcoming webinar on Non-Maturity Deposit (NMD) Modeling. Join me to discover the merits of my innovative approach to modeling NMDs in which the the treatment of behavioral cashflows is synchronized across risk and profitability…

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FTP ALM Workshop May 2022: Live in Nashville and Webcast

April 21, 2022

After two very long years of Covid-motivated webcasts, DGA is excited to announce the return of our live, in-person workshops. We have desperately missed these events and cannot wait to be back in front of a live audience. We are…

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A presentation about financial transfer pricing

FTP Workshops Q3 & Q4 2019: San Francisco, Mexico City & Atlanta

July 9, 2019

Announcing The Following FTP Workshops For Q4 2018: San Francisco, 18-19 July 2019 Mexico City, 10-11 September 2019 Atlanta, 18-19 November 2019 With interest rates quickly changing direction, many banks are finding that their processes for computing and forecasting product-…

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ALM Workshop – Miami – Jun 2019

June 20, 2019

Preparing for a Change in the Direction of Interest Rate Movements I want to thank the delegates from banks in India, Puerto Rico and the US who attended my workshop in Miami this week. (As promised, mojitos were served and…

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ALM Conference – Toronto – May 2019

May 31, 2019

Seasoned Perspectives on the Past and Future of ALM I am honored to have participated in Risk’s ALM Conference in Toronto at the end of May. Along with several experienced ALM managers, FTP managers and consultants (June Wang, Karl Rubach,…

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FMS/AMIfs Annual Conference – Workshop and Presentation Summaries

April 24, 2018

I spent much of last week in Tempe, Arizona at the FMS/AMIfs Annual Conference. This is an event I have attended for the past several years to explore and present on topics in financial performance and risk management. This year,…

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