Optimizing Your Balance Sheet During Turbulent Times Webinar

Join KCCCU and hear from John Almeida from Alloya Corporate FCU on the hot topic of maximizing income in a post-pandemic world!

Topic: Optimizing Your Balance Sheet During Turbulent Times| Liquidity and Investment Portfolio Strategies

Date: Tuesday, April 11, 2023

Time: 12:00pm to 1:00pm

In order to navigate the current economic environment, understanding the Federal Reserve’s monetary policy and the factors impacting both the overall market and inflation is vital. While times may be turbulent and credit unions feel the pinch to stay relevant to their members while remaining financially competitive, having liquidity options has never been more important. And with the right tools and knowledge, credit unions can also successfully create and maintain an optimized investment portfolio, even during times of uncertainty.

In this session, we will discuss various strategies that can be utilized during the ever-changing monetary, economic and market environment. We will also discuss how credit unions can optimize their balance sheets and investment portfolios in what will likely be a volatile and challenging environment moving forward.

About our Speaker:

John Almeida, CFA, Institutional Fixed Income Sales Representative, Alloya Investment Services

With more than 20 years’ experience as a top producer in the field of credit union investments, John’s focus since 2004 has been providing value-added advice, service and products exclusively to credit unions. As an Institutional Fixed Income Sales Representative, he collaborates directly with CEOs and CFOs to identify, recommend and implement client-based, risk-appropriate portfolio strategies and securities.

Prior to joining Alloya Investment Services, John served as Senior Investment Representative at Credit Union Brokerage Services.  He began his career as a Financial Advisor with UBS Financial Services, Inc. in Boston.

John holds a B.A. from the University of Vermont and an M.B.A. from Boston College. He is a CFA charter holder and member of The Boston Security Analysts Society, Inc. and the CFA Institute. John holds his Series 7 and 66 through ISI.