Executive Education
Graduate School of Bank Investments & Financial Management
- Economic Outlook Conference
- Faculty Development in International Business
- Conference on Community Bank Investments - Nevada
- Graduate School of Bank Investments & Financial Management
The University of South Carolina is pleased to host the 32nd Graduate School of Bank
Investments and Financial Management.
Download Brochure
Date Offered: May 17-21, 2008
$2,395 | $2,295 (two or more registrants from same institution)
The Moore School's mission is to provide a hands-on educational experience and to deliver product knowledge, quantitative skills, and market experience in the dynamic fields of investment portfolio, asset/liability, and financial management. Two programs are offered concurrently. Participants generally attend Program I first and Program II the following year. However, Program II maybe attended initially if preferred. Participants qualify for Continuing Professional Education (CPE) credit.
Special Features
Participants will be introduced to the latest technology to analyze specific investment
products, interest rate risk models, and derivatives applications. Both programs include a
tutorial on the use of Bloomberg. One session addresses how brokers use and abuse Bloomberg
in their contact with investors. Other sessions emphasize practical applications and case
studies including the interpretation and use of information.
Participants are asked to construct an investment portfolio given current economic conditions
and investment alternatives and complete case studies involving valuing a bank, funding the balance
sheet, liquidity planning and mergers & acquisitions.
- Program I
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Objectives
Classes start with the fundamentals of valuation and securities pricing. An elective course on investment basics is offered for those new to managing a bond portfolio. Classes then develop specific investment portfolio management expertise, comprehensive investment product knowledge, and an overview of asset and liability management. Other classes address balance sheet and financial management issues faced by community banks, including funding alternatives, pricing loans and deposits, and performance measurement.
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Who Should Attend?
Professionals new to their finance responsibilities with 1-3 year experience in the treasury function who want to better understand investment securities and advanced portfolio management techniques. Investment officers, cashiers, comptrollers, auditors, compliance officers, examiners and directors or other bank officers serving on ALCO. Regulators and portfolio managers of non-bank financial institutions may also benefit from this program.
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Objectives
- Program II
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Objectives
Core classes emphasize comprehensive asset/liability and general risk management techniques. Students will operate a bank as part of a team in a competitive simulation that emphasizes ALM. Participants should gain a clear understanding of MBSs, the optionality in investments and funding and interest rate risk analytics. Topics include liquidity management, capital management strategies, option valuation and OAS analysis, on and off-balance sheet strategies, merger and acquisition analysis, and timely insight into investment portfolio opportunities. Classes will examine the risk/return features of agency securities, CMOs, ABSs, trust-preferred stock, and municipal bonds in detail.
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Who Should Attend?
Professionals with a minimum of 2-4 years experience in financial institution management who want to increase their ability to identify and control the sources of interest rate risk, manage liquidity and capital, and analyze/invest in securities with embedded options. Members of ALCO, ALM specialists and controllers.
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Objectives
To Register
or call by phone at 1-800-393-2362 or 803-777-2231
Curriculum Details
Select Program I or Program II for details.For further information regarding curriculum, please contact the Program Director, Dr. Tim Koch, at 803-777-6748 or by e-mail at tkoch@moore.sc.edu
Moore School of Business
University of South Carolina
1705 College Street
Columbia, S.C. 29208
Location & Accommodations
The seminar will be conducted at the Daniel-Mickel Center for Executive Education, Moore School of Business, on the campus of the University of South Carolina May 17-21, 2008. Accommodations are not included. However, a list of hotels with discounted rates follows; please make reservations before April 17, 2008 to receive discounted rate.
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Inn at USC
1619 Pendleton Street
Columbia, SC 29201
803.779.7779
Rate: $109.00
Distance: 1/2 block to Moore School of Business
Reservation Code:Graduate Banking School
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The Clarion Town House
1615 Gervais Street
Columbia, SC 29201
1.800.277.8711 or 803.771.8711
Rate: $96.00
Distance: 2 blocks to Moore School of Business
Reservation Code: Graduate Banking School
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Hampton Inn - Downtown Historic District
822 Gervais Street
Columbia, SC 29201
1.800.HAMPTON or 803.231.2000
Rate: $115.00
Distance: 9 blocks to Moore School of Business
Reservation Code: Graduate Banking School
Applicants must make hotel reservations before April 17, 2008 to receive hotel discount.