FTN Financial Seminar

Memphis, TN

September 17-19, 2017

After a lengthy pause, the Fed’s efforts to “normalize” the funds rate got back on track last December. But major uncertainties remain with respect to the pace of tightening and how market rates along the yield curve will react. This seminar will focus on strategies to optimize investment portfolio performance as we move through this changing environment. Join us in September as we explore how to manage risk and return through uncertain markets.

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 17
3:00 - 6:00pm Registration - Outside the Grand Ballroom
6:00pm Welcome Reception and Dinner featuring Keni Thomas
Monday, September 18
7:00 - 8:00am Registration and Breakfast
8:00 - 9:00am Opening Session featuring Archie, Peyton, and Cooper Manning
9:00 - 10:00am Economic Update
Chris Low, Chief Economist
10:00 - 10:10am Break
10:10 - 11:10am Striving for Balance in Uncertain Times
Steve Twersky, Executive Vice President and Manager, Portfolio Strategies Group
11:10am - Noon Public Pensions: What They Mean for Your Municipal Portfolio
Abigail Urtz, Senior Vice President, Municipal Credit Strategist
Noon - 1:15pm Lunch
1:15 - 2:05pm OPTION 1 - Opportunities in the SBA Sector: Floating & Fixed
Ben Clark, Senior Vice President, Portfolio Strategies Group
Tim Robinson, Senior Vice President, Mortgage Strategies Group
OPTION 2 - A/L Management with a Flat Yield Curve
Al Farlow, Senior Vice President and Manager, ALM Advisors and Derivative Products Group
2:10 - 3:00pm OPTION 1 - Value in Mortgages
Tim Robinson, Senior Vice President, Mortgage Strategies Group
Alexis Vilimas, Vice President, Mortgage Strategies Group
OPTION 2 - The Hedging Tools Every Insitution Needs
Brian Matochik, Vice President, Derivative Products Group
3:00 - 3:15pm Break
3:15 - 4:05pm OPTION 1 - Security Selection and Return Profiles
David Howard, Senior Vice President, Portfolio Strategies Group
Bryant Bean, Financial Analyst, Portfolio Strategies Group
OPTION 2 - Performance Dynamics of Coporate Bonds When Rates are Rising
Dan Bruzzo, Senior Vice President and Manager, Credit Strategies Group
4:10 - 5:00pm OPTION 1 - Hidden Data: Tracking the New Economy
Sophia Kearney-Lederman, Economic Analyst
OPTION 2 - Managing the Loan Portfolio in an Unpredictable Market
Jerry Hubbard, President, FTN Financial Capital Assets Corportation
5:00pm Reception at First Tennessee Bank Lobby followed by Dinner at the Rendezvous
Tuesday, September 19
7:00 - 8:00am Breakfast
8:00 - 9:00am Post Crisis, the Bond Market Changes that Aren't Returning to Normal
Jim Vogel, Executive Vice President and Manager, FTN Financial Capital Markets
9:00 - 9:15am Break
9:15 - 10:00am The Moment of Truth for the MBS Market
Walt Schmidt, Senior Vice President and Manager, Mortgage Strategies Group
10:00 - 11:30am Staying Ahead of the Curve: A Framework for Portfolio Strategy
Gray Bowles, Senior Vice President, Portfolio Strategies Group
11:30am 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.

10 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 $205.00 per night is available for Sunday, September 17 and Monday, September 18. 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 Thursday, August 17.

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
about ftn financial

Please click here to learn more about FTN Financial.