ALM Process & Strategies
10.22.2014 - 10.22.2014 (finance)
What are the requirements for building an effective interest rate risk management process? We will explore the history of interest rate risk management, and how it has evolved into the number one priority of regulators. Over the course of the session we will examine the six basic questions that financial institutions are required to answer in order adequately understand risk and how these apply to interest rate risk. The difference between Planning and Risk Management will be highlighted as well as how these two critical functions are often confused.
Finally, we will look at where the entire risk management process is headed in the future. State of the art methods of stress testing will be explored. The talk will conclude with a discussion of the ultimate objective of Enterprise Risk Management (ERM).
Chad McKeithen, Managing Director, Duncan-Williams, Inc., Memphis, TN
Chad has over 18 years of experience assisting depositories with liquidity, portfolio and balance sheet management solutions. He works closely with depositories to design and implement strategies to maximize reward while minimizing interest rate risk. Before joining Duncan-Williams Inc. Chad started and managed a national Asset and Liability Management Division that consulted with over 400 depositories annually.
Chad is a 1995 graduate of the University of Mississippi with a degree in Finance and Economics. He is a frequent speaker and author.
Albert A. Forrester, Jr., CEO, FICast Data Corporation
Al is the co-founder and CEO of FICast Data Corporation. He is a experienced interest rate risk management professional, working in the field for over 25 years.
Al began his career as a management information consultant with Andersen Consulting, now Accenture, working primarily with financial institutions. Following his work at Andersen, Al was a vice president in SunTrust Banks' Treasurer's Department. Al was instrumental in developing and implementing the bank's asset/liability management process. He worked closely with the investment banking division to ensure that investment and off-balance sheet strategies were suited to the structure of the bank's financial assets and liabilities. From there, prior to founding FICast, he moved to the Dallas-Ft. Worth area to develop the bank consulting and A/L management practice for the financial advisory firm, Ponder & Co.
Al currently resides in Atlanta with his wife Sallie, and his two children, Julia and Ben. Al received his undergraduate degree from Louisiana State University, and holds graduate degrees in economics from the London School of Economics and Montana State University.
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