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Go Big or Go Home!

Peter Barnard, 320 Market
December 10, 2013 - 10:00 a.m. ET

Every day credit unions are faced with issues that impact their bottom line, team members and credit union. As these issues are identified, credit unions can call on Rekindle for fresh solutions to help face these challenges.

Advantages of Marketable Securities in Your Portfolio

Bruce Six, SVP, chief investment officer
January 9, 2014 - 2:00 p.m. ET

One of the most difficult parts of managing a credit union balance sheet centers on the lack of control we can exert over the asset mix. Loans to members are great assets, but as management, we lack control over how members will react to changes to interest rates and mechanisms to convert member loans to cash in times of low liquidity. This session, will review marketable securities and discuss the advantages using marketable securities can have over other investment assets.

Considerations When Starting to Invest in Securities

Tim Sustak, investment director
January 23, 2014 - 2:00 p.m. ET

So you have decided you want to start investing in securities? Where do you start? On January 23, 2013, Tim Sustak will discuss the items you need to consider when preparing to move into the securities market, such as the need to start brokerage and advisory relationships, the need for a third party custodian/safekeeper, and the need for investment accounting.

Investment Opportunities and Pitfalls in the Current Market

Bruce Six, SVP, chief investment officer
February 13, 2014 - 2:00 p.m. ET

On February 13, Bruce Six will look at the particularly difficult job of managing an investment portfolio at a time when interest rates are hovering near zero. The discussion will center on the strengths and weaknesses of the various types of possible investments available to credit unions, and considerations managers should include when making investment decisions.

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