You are a balance sheet management pro looking to immerse yourself in formal instruction on fixed income securities, investment strategy and execution, and numerous topical considerations. Then the Advanced Track is the curriculum track for you.
Topics include:

• Analyzing Fixed Income Securities
• Investment Strategy and Execution
• Loan Participation as an Investment Vehicle
• Advanced ALM Techniques
• Modern Liquidity Risk Management
• Steps to Verifying Your ALM Model

Participants earn 12 CPE credits.

• CEOs, CFO, Controllers, and other professionals responsible for balance sheet management