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    1. Speakers Bureau

      Tap into the knowledge of experts

      A successful conference or seminar relies on one vital component – quality speakers. With a wealth of knowledge in every aspect of Fixed Income, the experts that make up the Raymond James Speakers Bureau address a wide range of subjects geared toward your organization’s needs. Some topics include:

      • Current themes in the municipal market
      • Optimizing your portfolio’s performance
      • Economic forecasting and modeling to assist with portfolio management

      Please contact our marketing representatives in Fixed Income at 800.564.2249 for more information or to reserve a speaker. We look forward to helping you leverage our experts’ knowledge of the marketplace.

      • Economic
      • Credit Unions
      • Banks
      • Total Return
      • Municipalities
      • Economic

        Scott Brown, Ph.D.

        Senior Vice President, Chief Economist
        Equity Research

        Possible Topic Title(s):
        The Economic Outlook

        Brief Topic Description(s):
        - General Economic Outlook
        - Employment
        - Inflation
        - Federal Reserve Policy / Interest Rates
        - Fiscal Policy

        Target Audience:
        Economic, Municipalities, Banks, Total Return, Credit Unions

        Credit Unions

        Howard Benz

        Managing Director
        Fixed Income Strategies

        Possible Topic Title(s):
        What's Working?

        Brief Topic Description(s):
        Discuss strategies that other depository clients are exploring, tools and reports that are made available to our clients that help with understanding and measuring the risk of their portfolios.

        Target Audience:
        Banks, Credit Unions


        Scott Brown, Ph.D.

        Senior Vice President, Chief Economist
        Equity Research

        Possible Topic Title(s):
        The Economic Outlook

        Brief Topic Description(s):
        - General Economic Outlook
        - Employment
        - Inflation
        - Federal Reserve Policy / Interest Rates
        - Fiscal Policy

        Target Audience:
        Economic, Municipalities, Banks, Total Return, Credit Unions


        Lynn Charlton

        Senior Vice President
        Senior Asset/Liability Consultant

        Possible Topic Title(s):
        Raw Materials for ALM Modeling: Betas, Decays and Prepays
        Interpreting ALM Results for Management and Regulators

        Brief Topic Description(s):
        Defining ALM model inputs and assumptions is the most critical, and perhaps challenging, aspect of modeling interest rate risk. Lynn will define critical model inputs, discuss setting asset/liability behavioral assumptions, and demonstrate the sensitivity of earnings and valuations to these important variables.

        Combing through volumes of ALM data and arriving at actionable conclusions on interest rate risk can be challenging. Lynn will discuss interpreting ALM model results, identifying the source of risks to earnings and valuations, and effectively communicating key conclusions to the ALCO and board.

        Target Audience:
        Banks, Credit Unions


        Orrin Edwards, CPA-inactive

        Managing Director
        Fixed Income Strategies

        Possible Topic Title(s):
        Negative Convexity: Its Impact on Your Portfolio
        Optimizing Your Portfolio’s Performance
        Portfolio Management Resources: Are you taking full advantage of available resources?

        Brief Topic Description(s):
        Negative Convexity:  How convexity (negative) affects your portfolio’s earnings/yield, cash flow, unrealized gain/loss in shocked scenarios over time

        Optimizing Your Portfolio’s Performance (depositories, municipalities, insurance companies):  With earnings at a premium and minimizing unrealized portfolio losses imperative, have an action plan of how to position your portfolio for maximum institution benefit

        Portfolio Management Resources: Are you taking full advantage of available resources? (Depositories, municipalities, insurance companies): Maybe there’s too much information, analytics and opinions available, but make sure you have a plan to efficiently and effectively maximize your time and your portfolio’s contribution to your institution.

        Target Audience:
        Depositories, Municipalities


        Chris Kornatowski

        Managing Director
        Asset/Liability Consulting Services

        Possible Topic Title(s):
        Regulatory Update: Keeping Your Risk Management Approach Current
        Got Interest Rate Risk? Now What?

        Brief Topic Description(s):
        Recent regulatory advisories are changing the way institutions approach balance sheet risk management. Chris will discuss emerging regulatory issues regarding interest rate and liquidity risk, modernizing risk policies, and establishing relevant risk limits.

        Financial institutions have multiple tools for adjusting interest rate risk. Chris will define and evaluate the impact of practical funding, hedging and investment strategies to help reduce interest rate risk.

        Target Audience:
        Banks, Credit Unions


        John Toohig

        Managing Director
        Whole Loans

        Possible Topic Title(s):
        Whole Loan Market Update
        What’s Working in Lending Today

        Brief Topic Description(s):
        How to grow your mortgage lending. Non QM loans and what's liquid in the market today.

        Challenges in today's auto lending environment. Looking at the profitability of the portfolio.

        A beginner's guide to buying and selling loans.

        CECL and the impact on your portfolio. Raymond James helps to provide a solution.

        Target Audience:
        Banks, Credit Unions


        Joseph Vandergrift

        Managing Director
        Fixed Income Strategies

        Possible Topic Title(s):
        Strategies to Improve Depository Performance
        Managing Interest Rate Risk
        Prudent Portfolio Management

        Brief Topic Description(s):
        The presentation will revolve around minimizing interest rate risk while identifying value in the current market.

        Target Audience:
        Banks, Credit Unions


        Elisabeth Vogel

        Managing Director
        Fixed Income Strategies

        Possible Topic Title(s):
        Navigating the Volatile Interest Rate Environment
        What’s Working in the Current Market

        Brief Topic Description(s):
        Discuss strategies that other depository clients are exploring, while also focusing on tools and reports made available to help our clients understand and measure the risk of their portfolio.

        Target Audience:
        Banks, Credit Unions


        Banks

        Howard Benz

        Managing Director
        Fixed Income Strategies

        Possible Topic Title(s):
        What’s Working?

        Brief Topic Description(s):
        Discuss strategies that other depository clients are exploring, tools and reports that are made available to our clients that help with understanding and measuring the risk of their portfolios.

        Target Audience:
        Banks, Credit Unions


        Scott Brown, Ph.D.

        Senior Vice President, Chief Economist
        Equity Research

        Possible Topic Title(s):
        The Economic Outlook

        Brief Topic Description(s):
        - General Economic Outlook
        - Employment
        - Inflation
        - Federal Reserve Policy / Interest Rates
        - Fiscal Policy

        Target Audience:
        Economic, Municipalities, Banks, Total Return, Credit Unions


        Lynn Charlton

        Senior Vice President
        Senior Asset/Liability Consultant

        Possible Topic Title(s):
        Raw Materials for ALM Modeling: Betas, Decays, and Prepays
        Interpreting ALM Results for Management and Regulators

        Brief Topic Description(s):
        Defining ALM model inputs and assumptions is the most critical, and perhaps challenging, aspect of modeling interest rate risk. Lynn will define critical model inputs, discuss setting A/L behavioral assumptions, and demonstrate the sensitivity of earnings and valuations to these important variables.

        Combing through volumes of ALM data and arriving at actionable conclusions on interest rate risk can be challenging. Lynn will discuss interpreting ALM model results, identifying the source of risks to earnings and valuations, and effectively communicating key conclusions to the ALCO and board.

        Target Audience:
        Banks, Credit Unions


        Orrin Edwards, CPA-inactive

        Managing Director
        Fixed Income Strategies

        Possible Topic Title(s):
        Negative Convexity: Its Impact on Your Portfolio
        Optimizing Your Portfolio’s Performance
        Portfolio Management Resources: Are you taking full advantage of available resources?

        Brief Topic Description(s):
        Negative Convexity:  How convexity (negative) affects your portfolio’s earnings/yield, cash flow, unrealized gain/loss in shocked scenarios over time

        Optimizing Your Portfolio’s Performance (depositories, municipalities, insurance companies):  With earnings at a premium and minimizing unrealized portfolio losses imperative, have an action plan of how to position your portfolio for maximum institution benefit

        Portfolio Management Resources: Are you taking full advantage of available resources? (Depositories, municipalities, insurance companies): Maybe there’s too much information, analytics and opinions available, but make sure you have a plan to efficiently and effectively maximize your time and your portfolio’s contribution to your institution.

        Target Audience:
        Depositories, Municipalities


        Chris Kornatowski

        Managing Director
        Asset/Liability Consulting Services

        Possible Topic Title(s):
        Regulatory Update: Keeping Your Risk Management Approach Current
        Got Interest Rate Risk? Now What?

        Brief Topic Description(s):

        Regulatory Update: Recent regulatory advisories are changing the way institutions approach balance sheet risk management. Chris will discuss emerging regulatory issues regarding interest rate and liquidity risk, modernizing risk policies, and establishing relevant risk limits.

        Got Interest Rate Risk: Financial institutions have multiple tools for adjusting interest rate risk. Chris will define and evaluate the impact of practical funding, hedging and investment strategies to help reduce interest rate risk.

        Target Audience:
        Banks, Credit Unions


        Lawrence Petrucci, CFA®

        Managing Director, Structured Products Analyst
        Structured Products Credit and Strategy

        Possible Topic Title(s):
        Student Loan: Underlying Forces
        Are CLOs a Product For You? – Myth and Mystery Debunked

        Brief Topic Description(s):

        Student loans fueled the U.S. education system for nearly 50 years and now represent more than a trillion dollars of obligations. Government-backed loans originated under the Federal Family Education Loan Program or FFELP were securitized into structured tranches that offer quality investment performance supported by an explicit U.S. government guarantee of at least 97%.

        Collateralized Loan Obligations surfaced around 1990. Since then, these vehicles have provided investors of all types robust returns through varying economic conditions and business cycles. Learning the "How's and Why's" can provided new opportunities across a spectrum of investors.

        Target Audience:
        Banks, Total Return


        Ellis Phifer, CFA®, CMT

        Managing Director
        Total Return and Insurance Strategies

        Possible Topic Title(s):
        Fixed Income Strategies for the Current Economic Environment, Sector Valuations, Portfolio Strategy, Relative Value, Yield Curve Strategy, Total Return Ideas

        Brief Topic Description(s):
        Fixed Income Strategies for the Current Economic Environment: There’s always some uncertainty in the market. This presentation helps you make sense of what is affecting the market and sound ways to position your portfolio to take advantage of what the market is giving you.

        Sector Valuations: We will discuss the various investment grade sectors and where and why certain attractive investments exist.

        Portfolio Strategy: How an overall portfolio strategy should look now, as well as the tactical opportunities that currently exist.

        Relative Value: We will discuss where relative value(s) exist(s) in the market today.

        Yield Curve Strategy: Interest rate cycles last for years at a time, and ways to position your portfolio changes as the curve twists and turns.

        Total Return Ideas: We discuss which investment strategies and tactics will help you outperform on a total return basis.

        Target Audience:
        Municipalities, Total Return, Banks


        Richard Szalkowski

        Senior Vice President, Municipal Credit Analyst
        Municipal Credit and Strategy Group

        Possible Topic Title(s):
        Nonprofit Hospital and Health Systems

        Brief Topic Description(s):
        Analyzing nonprofit hospital and health system credits. Reviewing credit trends and spreads for nonprofit hospitals and health systems.

        Target Audience:
        Municipalities, Banks, Total Return


        John Toohig

        Managing Director
        Whole Loans

        Possible Topic Title(s):
        Whole Loan Market Update
        What’s Working in Lending Today

        Brief Topic Description(s):
        How to grow your mortgage lending. Non QM loans and what's liquid in the market today.

        Challenges in today's auto lending environment. Looking at the profitability of the portfolio.

        A beginner's guide to buying and selling loans.

        CECL and the impact on your portfolio. Raymond James helps to provide a solution.

        Target Audience:
        Banks, Credit Unions


        Joseph Vandergrift

        Managing Director
        Fixed Income Strategies

        Possible Topic Title(s):
        Strategies to Improve Depository Performance
        Managing Interest Rate Risk
        Prudent Portfolio Management

        Brief Topic Description(s):
        The presentation will revolve around minimizing interest rate risk while identifying value in the current market.

        Target Audience:
        Banks, Credit Unions


        Elisabeth Vogel

        Managing Director
        Fixed Income Strategies

        Possible Topic Title(s):
        Navigating the Volatile Interest Rate Environment
        What’s Working in the Current Market

        Brief Topic Description(s):
        Discuss strategies that other depository clients are exploring, while also focusing on tools and reports made available to help our clients understand and measure the risk of their portfolio.

        Target Audience:
        Banks, Credit Unions

        Total Return

        Scott Brown, Ph.D.

        Senior Vice President, Chief Economist
        Equity Research

        Possible Topic Title(s):
        The Economic Outlook

        Brief Topic Description(s):
        - General Economic Outlook
        - Employment
        - Inflation
        - Federal Reserve Policy / Interest Rates
        - Fiscal Policy

        Target Audience:
        Economic, Municipalities, Banks, Total Return, Credit Unions


        Paula Federman

        Director of Corporate Research
        Corporate Credit and Strategy

        Possible Topic Title(s):
        Trends in Financial Institution Credit and Bond Values

        Brief Topic Description(s):
        Relative value within bank and insurance sectors; trends in credit from a market, regulatory, interest rate, business development and asset quality perspective

        Target Audience:
        Total Return


        Hunter Meisenheimer, CFA®

        Managing Director, Senior Mortgage Analyst
        Total Return and Insurance Strategies

        Possible Topic Title(s):
        Mortgage Market, Relative Value, Yield Curve Strategy, Portfolio Strategies, Primers on Fixed MBS, ARMs and CMOs

        Brief Topic Description(s):
        Mortgage Market Issues and Trends – GSE updates, spread, price and prepay risk and trends, current hot topics

        Relative Value – Identify quality sectors and bond types for risk/return for current rates, rising/declining rates and curve shifts

        Yield Curve Strategy – What factors are driving rates in the current market environment and how to position your portfolio to maximize its potential

        Portfolio Strategies – Strategies to help improve portfolio performance, tools and reports to identify reinvestment opportunities, timely market commentary and sector analysis

        Primers on Fixed MBS, ARMs and CMOs – Basic discussion for beginning investors

        Target Audience:
        Banks, Credit Unions, Total Return, Insurance


        Lawrence Petrucci, CFA®

        Managing Director, Structured Products Analyst
        Structured Products Credit and Strategy

        Possible Topic Title(s):
        Student Loan: Underlying Forces
        Are CLOs a Product For You? – Myth and Mystery Debunked

        Brief Topic Description(s):
        Student loans fueled the U.S. education system for nearly 50 years and now represent more than a trillion dollars of obligations. Government-backed loans originated under the Federal Family Education Loan Program, or FFELP, were securitized into structured tranches that offer quality investment performance supported by an explicit U.S. government guarantee of at least 97%.

        Collateralized Loan Obligations surfaced around 1990. Since then, these vehicles have provided investors of all types robust returns through varying economic conditions and business cycles. Learning the “How’s and Why’s” can provided new opportunities across a spectrum of investors.

        Target Audience:
        Banks, Total Return


        Ellis Phifer, CFA®, CMT

        Managing Director
        Total Return and Insurance Strategies

        Possible Topic Title(s):
        Fixed Income Strategies for the Current Economic Environment, Sector Valuations, Portfolio Strategy, Relative Value, Yield Curve Strategy, Total Return Ideas

        Brief Topic Description(s):
        Fixed Income Strategies for the Current Economic Environment: There’s always some uncertainty in the market. This presentation helps you make sense of what is affecting the market and sound ways to position your portfolio to take advantage of what the market is giving you.

        Sector Valuations: We will discuss the various investment grade sectors and where and why certain attractive investments exist.

        Portfolio Strategy: How should an overall portfolio strategy look now, as well as the tactical opportunities that currently exist.

        Relative Value: We will discuss where relative value(s) exist(s) in the market today.

        Yield Curve Strategy: Interest rate cycles last for years at a time, and ways to position your portfolio changes as the curve twists and turns.

        Total Return Ideas: We discuss which investment strategies and tactics will help you outperform on a total return basis.

        Target Audience:
        Municipalities, Total Return, Banks


        Richard Szalkowski

        Senior Vice President, Municipal Credit Analyst
        Municipal Credit and Strategy Group

        Possible Topic Title(s):
        Nonprofit Hospital and Health Systems

        Brief Topic Description(s):
        Analyzing nonprofit hospital and health system credits. Reviewing credit trends and spreads for nonprofit hospitals and health systems.

        Target Audience:
        Municipalities, Banks, Total Return

        Municipalities

        Scott Brown, Ph.D.

        Senior Vice President, Chief Economist
        Equity Research

        Possible Topic Title(s):
        The Economic Outlook

        Brief Topic Description(s):
        - General Economic Outlook
        - Employment
        - Inflation
        - Federal Reserve Policy / Interest Rates
        - Fiscal Policy

        Target Audience:
        Economic, Municipalities, Banks, Total Return, Credit Unions


        Orrin Edwards, CPA-inactive

        Managing Director
        Fixed Income Strategies

        Possible Topic Title(s):
        Negative Convexity: Its Impact on Your Portfolio
        Optimizing Your Portfolio’s Performance
        Portfolio Management Resources: Are you taking full advantage of available resources?

        Brief Topic Description(s):
        Negative Convexity:  How convexity (negative) affects your portfolio’s earnings/yield, cash flow, unrealized gain/loss in shocked scenarios over time

        Optimizing Your Portfolio’s Performance (depositories, municipalities, insurance companies):  With earnings at a premium and minimizing unrealized portfolio losses imperative, have an action plan of how to position your portfolio for maximum institution benefit

        Portfolio Management Resources: Are you taking full advantage of available resources? (Depositories, municipalities, insurance companies): Maybe there’s too much information, analytics and opinions available, but make sure you have a plan to efficiently and effectively maximize your time and your portfolio’s contribution to your institution.

        Target Audience:
        Depositories, Municipalities


        Ellis Phifer, CFA®, CMT

        Managing Director
        Total Return and Insurance Strategies

        Possible Topic Title(s):
        Fixed Income Strategies for the Current Economic Environment, Sector Valuations, Portfolio Strategy, Relative Value, Yield Curve Strategy, Total Return Ideas

        Brief Topic Description(s):
        Fixed Income Strategies for the Current Economic Environment: There’s always some uncertainty in the market. This presentation helps you make sense of what is affecting the market and sound ways to position your portfolio to take advantage of what the market is giving you.

        Sector Valuations: We will discuss the various investment grade sectors and where and why certain attractive investments exist.

        Portfolio Strategy: How an overall portfolio strategy should look now, as well as the tactical opportunities that currently exist.

        Relative Value: We will discuss where relative value(s) exist(s) in the market today.

        Yield Curve Strategy: Interest rate cycles last for years at a time, and ways to position your portfolio changes as the curve twists and turns.

        Total Return Ideas: We discuss which investment strategies and tactics will help you outperform on a total return basis.

        Target Audience:
        Municipalities, Total Return, Banks


        Richard Szalkowski

        Senior Vice President, Municipal Credit Analyst
        Municipal Credit and Strategy Group

        Possible Topic Title(s):
        Nonprofit Hospital and Health Systems

        Brief Topic Description(s):
        Analyzing nonprofit hospital and health system credits. Reviewing credit trends and spreads for nonprofit hospitals and health systems.

        Target Audience:
        Municipalities, Banks, Total Return

      eFolio®

      eFolio? is the first truly interactive proprietary online portfolio management system for institutions, giving you constant access to your portfolio and Raymond James’ inventory and research. Interact with your portfolio online, run what-if scenarios, shock your portfolio using interest rate assumptions and more.

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