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.