HANDOUTS

Asset management & liquidity breakout: navigating interest rates

Catalyst Chief Investment Officer, Mike McGinnis and his team will deliver a comprehensive two-hour session dedicated to helping credit unions navigate the challenges of a falling interest rate environment. With rates expected to shift, financial leaders must be prepared to make proactive adjustments to protect balance sheets and sustain growth. 

Catalyst’s financial services team will cover:

• Investment and liquidity strategies – Catalyst experts will kick things off with a discussion on investment strategies and key considerations during a falling interest rate cycle. They will also explore how loan participation sales can be leveraged to support liquidity flows, offering attendees practical tools to strengthen their credit union’s financial position.
• Risk, hedging and capital planning – The focus will then shift to risk management, derivative hedging strategies and capital planning. Presenters will provide guidance on how to protect net interest margins, mitigate risk and consider subordinated debt as a tool for maintaining strong capital levels.

Strategic value: In uncertain rate environments, planning is everything. This breakout session gives leaders forward-looking tools to anticipate challenges, effectively scenario-plan and make confident capital and liquidity decisions that support long-term organizational health.