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CU2210
Inflation, the Fed, and Derivatives
Date
October 25, 2022
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: 2022 AICPA & CIMA Conference on Credit Unions
With extreme uncertainty around the trajectory of inflation, and therefore corresponding Fed policy, managing interest rate risk is of ultimate importance. Following the NCUA’s relaxing of the derivative rule set in May of 2021, this tool is now much more readily accessible and in many instances is the most efficient and practical solution for risk mitigation. This session will explore the recent ruling, how tools such as interest rate swaps, caps and floors can mitigate risk using case studies, and finally the path one follows to establish an appropriately governed derivatives platform within a credit union.
Learning Objectives
- Identify board/policy expectations related to permissible instruments, position and counterparty limits, and reporting processes
- Determine how to devise organizational structure to support the derivative platform as a whole
- Analyze formulation of various hedging strategies and their balance sheet and income statement impacts
- Assess real world hedging case studies recently performed by credit union peers
- Identify practical strategies that could be utilized in respective institutions
Speaker
Ryan Henley, CFA
Managing Director, Head of Financial Institutions Strategies, Stifel
Session Categories
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