Our team leaders have both “Buy Side” and “Sell Side” experience that we share with our clients. Please contact us for more information on this topic. Recent presentations include:

• Bank-Owned Life Insurance: An Investment Perspective
• Published in Bank Accounting & Finance
   
• Investment Strategies
• Presented at IPS-Sendero PATH conference (2005)

Self-Paced Bank Investment Training Manual

• Belongs on your shelf next to Self-Paced Asset/Liability Training Manual.
• Published by: Sheshunoff, 2007 update.
• Author: Fred Poorman, Jr., CFA

• An investment book for bank portfolio managers with up-to-date information (warned against buying single collateral CDOs in 2007) & sample investment policies.
• Published by: Sheshunoff, 2007 update.
• Author: Fred Poorman, Jr., CFA