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2025 Strategies: The Who, What and Why?

Tuesday, February 25, 2025   |   5:30 PM   -   8:00 PM ET

Program Description

Join us for a night of networking and thought-provoking discussion surrounding balance sheet strategies. With the Federal Reserve restoring some semblance of a “normal” yield curve, and a new administration providing a favorable operating environment, institutions are implementing a range of strategies to improve performance in 2025. This session will cover the menu of balance sheet strategies fitting for the current environment, profiles of the institutions that have executed them, and their rationale for implementation. We will be comprehensively covering capital initiatives, asset and funding considerations, hedging alternatives, tax strategies, and more.

Networking Opportunities: Connect with fellow professionals and industry leaders. This is a chance to expand your network, foster collaborations, and share ideas.

Q&A Session: Bring your questions! The event will include a Q&A segment where you can interact directly with our speaker.

Who Should Attend: This event is ideal for financial institutions, industry leaders, those who serve financial institutions, regulators and anyone interested in understanding balance sheet strategy.

Why Attend: Gain valuable knowledge of balance sheet strategy from a leading expert. Build meaningful connections with professionals and organizations.

Don’t miss out on this opportunity to stay informed and connected!

Location

City Streets Restaurant
411 Waverley Oaks Road
Waltham, MA 02452

Thank You to Our Sponsor(s)

Stifel

Cost

Members: $75
Non-Members: $100

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