2018 FTN Financial Seminar

September 23-25, 2018

A central theme in 2018 will be transitioning from uncertainty to change. The Fed has shifted the target for fed funds higher seven times since December 2015 and is on course for more hikes this year. This move higher, along with the changing slope of the curve, will have significant implications on which sectors and structures provide the best fit to meet your portfolio’s objectives. Changing tax rates and tax structures may also have a big impact on achieving the right mix of taxable and tax-free income. Join FTN Financial’s experts to understand how all of these changes affect your institution’s portfolio.

here is what prior attendees had to say

"Been coming since at least 1994…and think it’s the best in the country, bar none – and I’ve been to MANY."

"For experienced CFO's I found the seminars useful for managing and strategically planning investment portfolios. Delving into greater details of the various investment types along with economic trends and forecasts were what I was looking for."

"I think that this is the best seminar that I have attended. The content was very timely…"


For information on our other speakers, click here.

seminar agenda
Sunday, September 23
3:00 - 6:00pm Registration - Outside the Grand Ballroom
6:00pm Welcome Reception and Dinner featuring John O'Leary
Monday, September 24
7:00 - 8:00am Registration and Breakfast
8:00 - 9:00am Forecasting the One Interest Rate Most Important to Your Portfolio
Chris Low, Chief Economist
9:00 - 10:00am Striking the Right Balance in the Investment Portfolio
Steve Twersky, Executive Vice President and Manager, Portfolio Strategies Group
10:00 - 10:10am Break
10:10 - 11:05am What We Learned from the Public Pension Crisis and Where We Go From Here
Abigail Urtz, Senior Vice President and Manager, Municipal Credit Strategies Group
11:05am - Noon The Fed Removes the Training Wheels from the MBS Market
Walt Schmidt, Senior Vice President and Manager, Mortgage Strategies Group
Noon - 1:15pm Lunch
1:15 - 2:05pm OPTION 1 - SBA Floating Rate Securities
Ben Clark, Senior Vice President, Portfolio Strategies Group
OPTION 2 - Solutions for CRA Investment Management
Rob Johnston, Senior Vice President, FTN Financial Portfolio Advisors
Leo Pylypec, Executive Vice President and Manager, FTN Financial Portfolio Advisors
2:10 - 3:00pm OPTION 1 - Opportunities in the Mortgage Sector
Tim Robinson, Senior Vice President, Mortgage Strategies Group
Alexis Vilimas, Vice President, Mortgage Strategies Group
OPTION 2 - Hedging Strategies to Navigate a Challenging Rate Environment
Brian Matochik, Senior Vice President, Derivative Products Group
3:00 - 3:15pm Break
3:15 - 4:05pm OPTION 1 - Implications of a Flat Yield Curve and Current Regulatory Requirements
Al Farlow, Senior Vice President and Manager, ALM Advisors and Derivative Products Group
OPTION 2 - Executing Mortgage Trades
Mitchell Redd, Senior Vice President, FTN Financial Capital Assets Corporation
4:10 - 5:00pm OPTION 1 - Case Studies in Portfolio Strategy
David Howard, Senior Vice President, Portfolio Strategies Group
OPTION 2 - Capital Alternatives for Banks
Dan Bruzzo, Senior Vice President and Manager, Credit Strategies Group
Maurice Beshlian, Senior Vice President, FIG/Debt Capital Markets
5:00pm Reception at First Tennessee Bank Lobby followed by Dinner at the Rendezvous
Tuesday, September 25
7:00 - 8:00am Breakfast
8:00 - 9:00am Today's Rates in Yesterday's Context
Jim Vogel, Executive Vice President and Manager, FTN Financial Capital Markets
9:00 - 9:30am Freddie/Fannie Single Security: Will You Be Ready?
Mark Hanson, Freddie Mac, Senior Vice President - Securities Investments and Capital Markets Division
9:30 - 9:45am Break
9:45 - 10:45am Managing the Loan Portfolio in a Rising Rate Market
Jerry Hubbard, President, FTN Financial Capital Assets Corporation
10:45 - 11:45am What's Next? Building Effective Portfolios for Long-Term Success
Gray Bowles, Senior Vice President, Portfolio Strategies Group
11:45am Grab and Go Lunches
seminar details

All sessions will be held at the Peabody Hotel in downtown Memphis. Attire is business casual; no suits or ties necessary.

You are invited to bring one adult guest to participate in any of the activities during our seminar. Please enter their information during the registration process so that your guest will have a name tag, which will serve as the access badge to all FTN Financial events.

11 CPE credits will be available.
Delivery Method: Group-Live
Course Level: Intermediate
Advance Preparation: None
Recommended fields of study: Economics, Finance

To view more details on CPE credits, please click here.


A discounted rate of $210.00 per night is available for Sunday, September 23 and Monday, September 24. To take advantage of this special rate, please call The Peabody directly at 1-800-PEABODY, and use the group name FTN FINANCIAL. The deadline for hotel registration at our discounted rate is Friday, August 31.

In the heart of "Blues City," you'll find The Peabody Memphis, a magnificent Forbes Four-Star, AAA Four-Diamond historic Downtown Memphis Hotel.

The Peabody itself is also one of Memphis' most popular attractions. The Peabody Ducks march to and from the Grand Lobby daily at 11am and 5pm in a time-honored tradition dating back to 1933.

visiting memphis

Memphis is the home of the Blues and the birthplace of Rock 'n' Roll.

MemphisTravel.com is your place to find the best in Memphis attractions, restaurants (and we're not just talkn' barbeque), history, nightlife, and other things to do. Hear what's happening on Beale Street, learn what's inside the Memphis Pyramid, and discover the appeal of our neighborhoods. Keep reading to see why it all starts in Memphis.

Please click here to learn more about Memphis.

Seminar Registration