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Members United Connection |
| March 26,
2008 |
10:00 a.m.
to 11:00 a.m. CST |
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Web Session
(Detailed instructions will
be provided upon registration)
Workshop Fee:
THERE IS NO FEE, however registration is required. If you have any questions, please feel free to call Karyn Conrad at 1.800.782.2431, extension 2694
or email karyn.conrad@membersunited.org.
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.Topics to be discussed: |
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Evaluating MBS Risks |
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Speaker:
Kristina Muller, CFA
Senior Portfolio Manager
Balance Sheet Solutions, LLC
view full details >
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| Analyzing the Total Return of MBS |
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Speaker:
Darren Fago, CFA
Senior Portfolio Manager
Balance Sheet Solutions, LLC
view full details >
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| Evaluating MBS Risks |
With market rates declining, it can be tempting to look to new asset classes to obtain additional yield. While Mortgage Backed Securities (MBS) may be an attractive addition to your portfolio, it is very important to understand the dynamics of these investments before purchasing. This session will explain the basic principals behind MBS – how they are created, different structures that investors can purchase and how cash flows are returned to the investor.
Speaker
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Kristina Muller, CFA
Senior Portfolio Manager
Balance Sheet Solutions, LLC |
As a Senior Portfolio Manager, Kristina is responsible for managing investment portfolios for credit union clients. Prior to this, Kristina was an Investment Portfolio Manager with MemberTrade Advisory Services, LLC. Previously, she was a Trust Investment Officer at The Troy Savings Bank where she managed both fixed income and equity portfolios.
Kristina holds both a Bachelor’s Degree and an M.A. from the State University of New York at Albany. In addition, she holds the Chartered Financial Analyst (CFA) designation. |
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| Analyzing the Total Return of MBS |
Regardless of whether markets are volatile or calm, investors should evaluate the expected total rate of return of any security before making a purchase or sale decision. This session will focus on the process for measuring MBS total returns.
Speaker
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Darren Fago , CFA
Senior Portfolio Manager, Balance Sheet Solutions, LLC |
As Senior Portfolio Manager, Darren is responsible for managing several investment portfolios through the CUSO’s Investment Advisory service. Darren also assists credit unions in designing and implementing successful balance sheet strategies.
Prior to this, Darren was a Financial Management Consultant at CUNA Mutual Group. He advised credit unions on finance issues, conducted asset/liability management training sessions, developed and presented financial analysis workshops, wrote articles for various publications, and frequently spoke at national credit union seminars. Previously Darren worked as a software specialist, and as an accountant.
Darren holds a Bachelors Degree from Illinois State University, and his M.B.A. in Finance from Edgewood College. Darren also holds a Chartered Financial Analyst (CFA) designation, and is a member of The CFA Institute of Chicago. |
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