Portfolio Management School

June 19-21, 2017

At FTN Financial, we believe education is the best way to effectively manage your portfolio. That’s why we are bringing you our Portfolio Management School – a program designed to complement our decades of seminars and educational conferences.

This year’s Portfolio Management School will guide you through the basics of bonds and portfolio management techniques, looking at a full range of products and analytics needed to help your institution perform. Join us for this informative program, and walk away with a deeper understanding of the bond market.

here is what prior attendees had to say

"A typical business school course teaches fundamentals of fixed income securities. Few graduate programs devote a course to addressing practical investment strategies for a depository institution. FTN Financial’s Portfolio Management School fills the training gap for professionals working in the depository industry."

"I am new to purchasing investments and the basic overall approach was a good way for me to learn the bond basics and the book will be a good reference tool."

"In my opinion, the Portfolio Management School was outstanding. The speakers were well prepared and very knowledgeable. The concepts and real life examples provided a clear understanding of the material presented. I enjoyed the presentations and heartily recommend this training for all bankers and bond portfolio managers."

portfolio management school agenda
Before Class Begins, June 19
3:00 - 5:45pm Registration - Mezzanine Foyer of the Venetian Ballroom
6:00 - 8:00pm Welcome Dinner at Texas de Brazil (150 Peabody Place)
First Day, June 20
7:00 - 8:00am Breakfast
8:00am Welcome and Introduction
8:10 - 9:10am Intro to Bond and Portfolio Management Basics
Steve Twersky, Executive Vice President and Manager, Portfolio Strategies Group
9:10 - 10:00am Agency Securities
Gray Bowles, Senior Vice President, Portfolio Strategies Group
Bryant Bean, Financial Analyst, Portfolio Strategies Group
10:00 - 10:20am Break
10:20 - 11:10am Introduction to Municipal Credit
Abigail Urtz, Senior Vice President, Municipal Strategies Group
11:10 - 12:00pm Introduction to Municipal Securities
Steve Twersky, Executive Vice President and Manager, Portfolio Strategies Group
12:00 - 1:00pm Lunch
1:00 - 1:50pm Mortgage Back Securities
Tim Robinson, Senior Vice President, Mortgage Strategies Group
1:50 - 2:45pm Diversity of Mortgage Product
Alexis Vilimas, Vice President, Mortgage Strategies Group
2:45 - 3:05pm Break
3:05 - 3:55pm Adjustable Rate Securities
Ben Clark, Senior Vice President, Portfolio Strategies Group
George Connor, Financial Analyst, Portfolio Strategies Group
Lauren Gilbert, Financial Analyst, Portfolio Strategies Group
3:55 - 4:50pm Asset/Liability Management
Mike DeLisle, Senior Vice President, ALM Advisors
Buck Lawson, Senior Analyst, ALM Advisors
6:00pm Dinner at Charles Vergos' Rendezvous (52 S. 2nd Street)
Second Day, June 21
7:00 - 8:00am Breakfast
8:00 - 8:50am Corporate Bonds & Introduction to Corporate Credit Review (CCR)
Chris Chugden, Vice President, Credit Strategies Group
8:50 - 9:40am Understanding Risk/Reward Dynamics
Gray Bowles, Senior Vice President, Portfolio Strategies Group
9:40 - 10:00am Break
10:00 - 10:50am The Basics of Derivatives
Brian Matochik, Vice President, Derivative Products Group
10:50 - 11:40am Getting the Most from myFTN Online Analytics
Chris Rodgers, Vice President, Portfolio Accounting and Analytics
11:40am - 12:40pm Lunch
12:40 - 1:30pm Economic Update
Sophia Kearney-Lederman, Economic Analyst
1:30 - 2:30pm Regulatory Issues and Wrap-Up
David Howard, Senior Vice President, Portfolio Strategies Group
portfolio management school details

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

Notebooks will be provided along with a glossary of terms. CPE Credit will also be available. Below is more information about the credits awarded.

14 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 $187.00 per night is available for Monday, June 19 and Tuesday, June 20. 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 Tuesday, May 16.

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.

Portfolio Management School Registration
about ftn financial

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