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      4. Speakers Bureau

        Tap into the knowledge of experts

        A successful conference or seminar relies on one vital component – quality speakers. With a wealth of knowledge in every aspect of Fixed Income, the experts that make up the Raymond James Speakers Bureau address a wide range of subjects geared toward your organization’s needs. Some topics include:

        • Current themes in the municipal market
        • Optimizing your portfolio’s performance
        • Economic forecasting and modeling to assist with portfolio management

        Please contact our marketing representatives in Fixed Income at 800.564.2249 for more information or to reserve a speaker. We look forward to helping you leverage our experts’ knowledge of the marketplace.

        • Economic
        • Credit Unions
        • Banks
        • Total Return
        • Municipalities
        • Economic

          Scott Brown, Ph.D.

          Senior Vice President, Chief Economist
          Equity Research

          Possible Topic Title(s):
          The Economic Outlook

          Brief Topic Description(s):
          - General Economic Outlook
          - Employment
          - Inflation
          - Federal Reserve Policy / Interest Rates
          - Fiscal Policy

          Target Audience:
          Economic, Municipalities, Banks, Total Return, Credit Unions

          Credit Unions

          Howard Benz

          Managing Director
          Fixed Income Strategies

          Possible Topic Title(s):
          What's Working?

          Brief Topic Description(s):
          Discuss strategies that other depository clients are exploring, tools and reports that are made available to our clients that help with understanding and measuring the risk of their portfolios.

          Target Audience:
          Banks, Credit Unions


          Scott Brown, Ph.D.

          Senior Vice President, Chief Economist
          Equity Research

          Possible Topic Title(s):
          The Economic Outlook

          Brief Topic Description(s):
          - General Economic Outlook
          - Employment
          - Inflation
          - Federal Reserve Policy / Interest Rates
          - Fiscal Policy

          Target Audience:
          Economic, Municipalities, Banks, Total Return, Credit Unions


          Lynn Charlton

          Senior Vice President
          Senior Asset/Liability Consultant

          Possible Topic Title(s):
          Raw Materials for ALM Modeling: Betas, Decays and Prepays
          Interpreting ALM Results for Management and Regulators

          Brief Topic Description(s):
          Defining ALM model inputs and assumptions is the most critical, and perhaps challenging, aspect of modeling interest rate risk. Lynn will define critical model inputs, discuss setting asset/liability behavioral assumptions, and demonstrate the sensitivity of earnings and valuations to these important variables.

          Combing through volumes of ALM data and arriving at actionable conclusions on interest rate risk can be challenging. Lynn will discuss interpreting ALM model results, identifying the source of risks to earnings and valuations, and effectively communicating key conclusions to the ALCO and board.

          Target Audience:
          Banks, Credit Unions


          Orrin Edwards, CPA-inactive

          Managing Director
          Fixed Income Strategies

          Possible Topic Title(s):
          Negative Convexity: Its Impact on Your Portfolio
          Optimizing Your Portfolio’s Performance
          Portfolio Management Resources: Are you taking full advantage of available resources?

          Brief Topic Description(s):
          Negative Convexity:  How convexity (negative) affects your portfolio’s earnings/yield, cash flow, unrealized gain/loss in shocked scenarios over time

          Optimizing Your Portfolio’s Performance (depositories, municipalities, insurance companies):  With earnings at a premium and minimizing unrealized portfolio losses imperative, have an action plan of how to position your portfolio for maximum institution benefit

          Portfolio Management Resources: Are you taking full advantage of available resources? (Depositories, municipalities, insurance companies): Maybe there’s too much information, analytics and opinions available, but make sure you have a plan to efficiently and effectively maximize your time and your portfolio’s contribution to your institution.

          Target Audience:
          Depositories, Municipalities


          Chris Kornatowski

          Managing Director
          Asset/Liability Consulting Services

          Possible Topic Title(s):
          Regulatory Update: Keeping Your Risk Management Approach Current
          Got Interest Rate Risk? Now What?

          Brief Topic Description(s):
          Recent regulatory advisories are changing the way institutions approach balance sheet risk management. Chris will discuss emerging regulatory issues regarding interest rate and liquidity risk, modernizing risk policies, and establishing relevant risk limits.

          Financial institutions have multiple tools for adjusting interest rate risk. Chris will define and evaluate the impact of practical funding, hedging and investment strategies to help reduce interest rate risk.

          Target Audience:
          Banks, Credit Unions


          John Toohig

          Managing Director
          Whole Loans

          Possible Topic Title(s):
          Whole Loan Market Update
          What’s Working in Lending Today

          Brief Topic Description(s):
          How to grow your mortgage lending. Non QM loans and what's liquid in the market today.

          Challenges in today's auto lending environment. Looking at the profitability of the portfolio.

          A beginner's guide to buying and selling loans.

          CECL and the impact on your portfolio. Raymond James helps to provide a solution.

          Target Audience:
          Banks, Credit Unions


          Joseph Vandergrift

          Managing Director
          Fixed Income Strategies

          Possible Topic Title(s):
          Strategies to Improve Depository Performance
          Managing Interest Rate Risk
          Prudent Portfolio Management

          Brief Topic Description(s):
          The presentation will revolve around minimizing interest rate risk while identifying value in the current market.

          Target Audience:
          Banks, Credit Unions


          Elisabeth Vogel

          Managing Director
          Fixed Income Strategies

          Possible Topic Title(s):
          Navigating the Volatile Interest Rate Environment
          What’s Working in the Current Market

          Brief Topic Description(s):
          Discuss strategies that other depository clients are exploring, while also focusing on tools and reports made available to help our clients understand and measure the risk of their portfolio.

          Target Audience:
          Banks, Credit Unions


          Banks

          Howard Benz

          Managing Director
          Fixed Income Strategies

          Possible Topic Title(s):
          What’s Working?

          Brief Topic Description(s):
          Discuss strategies that other depository clients are exploring, tools and reports that are made available to our clients that help with understanding and measuring the risk of their portfolios.

          Target Audience:
          Banks, Credit Unions


          Scott Brown, Ph.D.

          Senior Vice President, Chief Economist
          Equity Research

          Possible Topic Title(s):
          The Economic Outlook

          Brief Topic Description(s):
          - General Economic Outlook
          - Employment
          - Inflation
          - Federal Reserve Policy / Interest Rates
          - Fiscal Policy

          Target Audience:
          Economic, Municipalities, Banks, Total Return, Credit Unions


          Lynn Charlton

          Senior Vice President
          Senior Asset/Liability Consultant

          Possible Topic Title(s):
          Raw Materials for ALM Modeling: Betas, Decays, and Prepays
          Interpreting ALM Results for Management and Regulators

          Brief Topic Description(s):
          Defining ALM model inputs and assumptions is the most critical, and perhaps challenging, aspect of modeling interest rate risk. Lynn will define critical model inputs, discuss setting A/L behavioral assumptions, and demonstrate the sensitivity of earnings and valuations to these important variables.

          Combing through volumes of ALM data and arriving at actionable conclusions on interest rate risk can be challenging. Lynn will discuss interpreting ALM model results, identifying the source of risks to earnings and valuations, and effectively communicating key conclusions to the ALCO and board.

          Target Audience:
          Banks, Credit Unions


          Orrin Edwards, CPA-inactive

          Managing Director
          Fixed Income Strategies

          Possible Topic Title(s):
          Negative Convexity: Its Impact on Your Portfolio
          Optimizing Your Portfolio’s Performance
          Portfolio Management Resources: Are you taking full advantage of available resources?

          Brief Topic Description(s):
          Negative Convexity:  How convexity (negative) affects your portfolio’s earnings/yield, cash flow, unrealized gain/loss in shocked scenarios over time

          Optimizing Your Portfolio’s Performance (depositories, municipalities, insurance companies):  With earnings at a premium and minimizing unrealized portfolio losses imperative, have an action plan of how to position your portfolio for maximum institution benefit

          Portfolio Management Resources: Are you taking full advantage of available resources? (Depositories, municipalities, insurance companies): Maybe there’s too much information, analytics and opinions available, but make sure you have a plan to efficiently and effectively maximize your time and your portfolio’s contribution to your institution.

          Target Audience:
          Depositories, Municipalities


          Chris Kornatowski

          Managing Director
          Asset/Liability Consulting Services

          Possible Topic Title(s):
          Regulatory Update: Keeping Your Risk Management Approach Current
          Got Interest Rate Risk? Now What?

          Brief Topic Description(s):

          Regulatory Update: Recent regulatory advisories are changing the way institutions approach balance sheet risk management. Chris will discuss emerging regulatory issues regarding interest rate and liquidity risk, modernizing risk policies, and establishing relevant risk limits.

          Got Interest Rate Risk: Financial institutions have multiple tools for adjusting interest rate risk. Chris will define and evaluate the impact of practical funding, hedging and investment strategies to help reduce interest rate risk.

          Target Audience:
          Banks, Credit Unions


          Lawrence Petrucci, CFA®

          Managing Director, Structured Products Analyst
          Structured Products Credit and Strategy

          Possible Topic Title(s):
          Student Loan: Underlying Forces
          Are CLOs a Product For You? – Myth and Mystery Debunked

          Brief Topic Description(s):

          Student loans fueled the U.S. education system for nearly 50 years and now represent more than a trillion dollars of obligations. Government-backed loans originated under the Federal Family Education Loan Program or FFELP were securitized into structured tranches that offer quality investment performance supported by an explicit U.S. government guarantee of at least 97%.

          Collateralized Loan Obligations surfaced around 1990. Since then, these vehicles have provided investors of all types robust returns through varying economic conditions and business cycles. Learning the "How's and Why's" can provided new opportunities across a spectrum of investors.

          Target Audience:
          Banks, Total Return


          Ellis Phifer, CFA®, CMT

          Managing Director
          Total Return and Insurance Strategies

          Possible Topic Title(s):
          Fixed Income Strategies for the Current Economic Environment, Sector Valuations, Portfolio Strategy, Relative Value, Yield Curve Strategy, Total Return Ideas

          Brief Topic Description(s):
          Fixed Income Strategies for the Current Economic Environment: There’s always some uncertainty in the market. This presentation helps you make sense of what is affecting the market and sound ways to position your portfolio to take advantage of what the market is giving you.

          Sector Valuations: We will discuss the various investment grade sectors and where and why certain attractive investments exist.

          Portfolio Strategy: How an overall portfolio strategy should look now, as well as the tactical opportunities that currently exist.

          Relative Value: We will discuss where relative value(s) exist(s) in the market today.

          Yield Curve Strategy: Interest rate cycles last for years at a time, and ways to position your portfolio changes as the curve twists and turns.

          Total Return Ideas: We discuss which investment strategies and tactics will help you outperform on a total return basis.

          Target Audience:
          Municipalities, Total Return, Banks


          Richard Szalkowski

          Senior Vice President, Municipal Credit Analyst
          Municipal Credit and Strategy Group

          Possible Topic Title(s):
          Nonprofit Hospital and Health Systems

          Brief Topic Description(s):
          Analyzing nonprofit hospital and health system credits. Reviewing credit trends and spreads for nonprofit hospitals and health systems.

          Target Audience:
          Municipalities, Banks, Total Return


          John Toohig

          Managing Director
          Whole Loans

          Possible Topic Title(s):
          Whole Loan Market Update
          What’s Working in Lending Today

          Brief Topic Description(s):
          How to grow your mortgage lending. Non QM loans and what's liquid in the market today.

          Challenges in today's auto lending environment. Looking at the profitability of the portfolio.

          A beginner's guide to buying and selling loans.

          CECL and the impact on your portfolio. Raymond James helps to provide a solution.

          Target Audience:
          Banks, Credit Unions


          Joseph Vandergrift

          Managing Director
          Fixed Income Strategies

          Possible Topic Title(s):
          Strategies to Improve Depository Performance
          Managing Interest Rate Risk
          Prudent Portfolio Management

          Brief Topic Description(s):
          The presentation will revolve around minimizing interest rate risk while identifying value in the current market.

          Target Audience:
          Banks, Credit Unions


          Elisabeth Vogel

          Managing Director
          Fixed Income Strategies

          Possible Topic Title(s):
          Navigating the Volatile Interest Rate Environment
          What’s Working in the Current Market

          Brief Topic Description(s):
          Discuss strategies that other depository clients are exploring, while also focusing on tools and reports made available to help our clients understand and measure the risk of their portfolio.

          Target Audience:
          Banks, Credit Unions

          Total Return

          Scott Brown, Ph.D.

          Senior Vice President, Chief Economist
          Equity Research

          Possible Topic Title(s):
          The Economic Outlook

          Brief Topic Description(s):
          - General Economic Outlook
          - Employment
          - Inflation
          - Federal Reserve Policy / Interest Rates
          - Fiscal Policy

          Target Audience:
          Economic, Municipalities, Banks, Total Return, Credit Unions


          Paula Federman

          Director of Corporate Research
          Corporate Credit and Strategy

          Possible Topic Title(s):
          Trends in Financial Institution Credit and Bond Values

          Brief Topic Description(s):
          Relative value within bank and insurance sectors; trends in credit from a market, regulatory, interest rate, business development and asset quality perspective

          Target Audience:
          Total Return


          Hunter Meisenheimer, CFA®

          Managing Director, Senior Mortgage Analyst
          Total Return and Insurance Strategies

          Possible Topic Title(s):
          Mortgage Market, Relative Value, Yield Curve Strategy, Portfolio Strategies, Primers on Fixed MBS, ARMs and CMOs

          Brief Topic Description(s):
          Mortgage Market Issues and Trends – GSE updates, spread, price and prepay risk and trends, current hot topics

          Relative Value – Identify quality sectors and bond types for risk/return for current rates, rising/declining rates and curve shifts

          Yield Curve Strategy – What factors are driving rates in the current market environment and how to position your portfolio to maximize its potential

          Portfolio Strategies – Strategies to help improve portfolio performance, tools and reports to identify reinvestment opportunities, timely market commentary and sector analysis

          Primers on Fixed MBS, ARMs and CMOs – Basic discussion for beginning investors

          Target Audience:
          Banks, Credit Unions, Total Return, Insurance


          Lawrence Petrucci, CFA®

          Managing Director, Structured Products Analyst
          Structured Products Credit and Strategy

          Possible Topic Title(s):
          Student Loan: Underlying Forces
          Are CLOs a Product For You? – Myth and Mystery Debunked

          Brief Topic Description(s):
          Student loans fueled the U.S. education system for nearly 50 years and now represent more than a trillion dollars of obligations. Government-backed loans originated under the Federal Family Education Loan Program, or FFELP, were securitized into structured tranches that offer quality investment performance supported by an explicit U.S. government guarantee of at least 97%.

          Collateralized Loan Obligations surfaced around 1990. Since then, these vehicles have provided investors of all types robust returns through varying economic conditions and business cycles. Learning the “How’s and Why’s” can provided new opportunities across a spectrum of investors.

          Target Audience:
          Banks, Total Return


          Ellis Phifer, CFA®, CMT

          Managing Director
          Total Return and Insurance Strategies

          Possible Topic Title(s):
          Fixed Income Strategies for the Current Economic Environment, Sector Valuations, Portfolio Strategy, Relative Value, Yield Curve Strategy, Total Return Ideas

          Brief Topic Description(s):
          Fixed Income Strategies for the Current Economic Environment: There’s always some uncertainty in the market. This presentation helps you make sense of what is affecting the market and sound ways to position your portfolio to take advantage of what the market is giving you.

          Sector Valuations: We will discuss the various investment grade sectors and where and why certain attractive investments exist.

          Portfolio Strategy: How should an overall portfolio strategy look now, as well as the tactical opportunities that currently exist.

          Relative Value: We will discuss where relative value(s) exist(s) in the market today.

          Yield Curve Strategy: Interest rate cycles last for years at a time, and ways to position your portfolio changes as the curve twists and turns.

          Total Return Ideas: We discuss which investment strategies and tactics will help you outperform on a total return basis.

          Target Audience:
          Municipalities, Total Return, Banks


          Richard Szalkowski

          Senior Vice President, Municipal Credit Analyst
          Municipal Credit and Strategy Group

          Possible Topic Title(s):
          Nonprofit Hospital and Health Systems

          Brief Topic Description(s):
          Analyzing nonprofit hospital and health system credits. Reviewing credit trends and spreads for nonprofit hospitals and health systems.

          Target Audience:
          Municipalities, Banks, Total Return

          Municipalities

          Scott Brown, Ph.D.

          Senior Vice President, Chief Economist
          Equity Research

          Possible Topic Title(s):
          The Economic Outlook

          Brief Topic Description(s):
          - General Economic Outlook
          - Employment
          - Inflation
          - Federal Reserve Policy / Interest Rates
          - Fiscal Policy

          Target Audience:
          Economic, Municipalities, Banks, Total Return, Credit Unions


          Orrin Edwards, CPA-inactive

          Managing Director
          Fixed Income Strategies

          Possible Topic Title(s):
          Negative Convexity: Its Impact on Your Portfolio
          Optimizing Your Portfolio’s Performance
          Portfolio Management Resources: Are you taking full advantage of available resources?

          Brief Topic Description(s):
          Negative Convexity:  How convexity (negative) affects your portfolio’s earnings/yield, cash flow, unrealized gain/loss in shocked scenarios over time

          Optimizing Your Portfolio’s Performance (depositories, municipalities, insurance companies):  With earnings at a premium and minimizing unrealized portfolio losses imperative, have an action plan of how to position your portfolio for maximum institution benefit

          Portfolio Management Resources: Are you taking full advantage of available resources? (Depositories, municipalities, insurance companies): Maybe there’s too much information, analytics and opinions available, but make sure you have a plan to efficiently and effectively maximize your time and your portfolio’s contribution to your institution.

          Target Audience:
          Depositories, Municipalities


          Ellis Phifer, CFA®, CMT

          Managing Director
          Total Return and Insurance Strategies

          Possible Topic Title(s):
          Fixed Income Strategies for the Current Economic Environment, Sector Valuations, Portfolio Strategy, Relative Value, Yield Curve Strategy, Total Return Ideas

          Brief Topic Description(s):
          Fixed Income Strategies for the Current Economic Environment: There’s always some uncertainty in the market. This presentation helps you make sense of what is affecting the market and sound ways to position your portfolio to take advantage of what the market is giving you.

          Sector Valuations: We will discuss the various investment grade sectors and where and why certain attractive investments exist.

          Portfolio Strategy: How an overall portfolio strategy should look now, as well as the tactical opportunities that currently exist.

          Relative Value: We will discuss where relative value(s) exist(s) in the market today.

          Yield Curve Strategy: Interest rate cycles last for years at a time, and ways to position your portfolio changes as the curve twists and turns.

          Total Return Ideas: We discuss which investment strategies and tactics will help you outperform on a total return basis.

          Target Audience:
          Municipalities, Total Return, Banks


          Richard Szalkowski

          Senior Vice President, Municipal Credit Analyst
          Municipal Credit and Strategy Group

          Possible Topic Title(s):
          Nonprofit Hospital and Health Systems

          Brief Topic Description(s):
          Analyzing nonprofit hospital and health system credits. Reviewing credit trends and spreads for nonprofit hospitals and health systems.

          Target Audience:
          Municipalities, Banks, Total Return

        eFolio®

        eFolio? is the first truly interactive proprietary online portfolio management system for institutions, giving you constant access to your portfolio and Raymond James’ inventory and research. Interact with your portfolio online, run what-if scenarios, shock your portfolio using interest rate assumptions and more.

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