Fixed Income Depository Conference Nashville
September 11-13 – Nashville, Tennessee
See below for more conference agenda details.
Come join your colleagues and friends as we dive deep into Depository Topics relevant for 2024 and beyond! We’ll also enjoy special insights from keynote and external speakers along with Brean’s subject matter experts on key topics including:
127 Rosa L Parks Blvd. Nashville, Tennessee 37203
Tempo by Hilton Downtown Nashville is located less than a block from Broadway, just a half mile from Nashville’s top attractions including Bridgestone Arena and Music City Center.
Travel Information: Hotel Check-in is 4:00 p.m. and Check-out is 11 a.m. Hotel Parking: $55 per day for Valet parking. EV charging is available on-site.
Seismic fundamental shifts in the financial industry mean that much of the old playbook is no longer effective. Learn how leading institutions are finding new ways to counter margin compression and deliver new value propositions to customers.
He is cohost of Breaking Banks, the #1 global fintech podcast.
He is cofounder of Alloy Labs, a consortium of banks totaling nearly $500 billion in assets, where he helps leaders create competitive advantage to counter disruption risk and drive new growth.
He has taught industry-leading best practices, tools, and frameworks at leading graduate schools of banking since 2015.
Speakers*Times listed in Central time; subject to change
Wednesday September 11th
Thursday September 12th
Welcome/Opening Remarks
Robert Fine (CEO), Brean Capital
General Session- Ahead of the Fed
Scott Buchta & Conrad DeQuadros, Brean Capital
Break
General Session- Depository Trends & Strategies
Andy Pritchett, Brean Capital
Breakout Sessions
Track A: CU Balance Sheet Management Roundtable
Benson Bolling, Alabama CU
Jody Caraccioli, Neighbors FCU
Greg Gallant, WeStreet FCU
Miles Strickland, USF FCU
Patrick Collin, Department of Commerce FCU
Jeremy Colvin (Moderator), Brean Capital
Track B: A Lesson in Managing Bank Balance Sheets Through Severe Stress
Francis Mitchell- Republic First Bank
Networking Lunch
General Session- Liquidity and Funds Management Hot Topics
FHLB Atlanta
Breakout Sessions
Track A: Reverse Mortgage Market Opportunities
Bryan Faron, Brean Capital & Kim Smith, SmartFi
Track B: Whole Loan Opportunities for Community Depositories
Gary Wang & Daniel Sigai- Brean Capital
Track C: ALM Hot Topics- A Compelling Case for Convexity
Chris Lomas- Brean Capital
Break
General Session- A World of SBA Opportunities
SBA Desk- Brean Capital
Offsite Dinner
House of Cards (see below)
Friday September 13th
Breakfast
Beyond the Secret of NIM
JP Nicols- Alloy Labs; Breaking Banks (#1 global fintech radio show and podcast)
Break
Coffee Table Discussion: Balancing Institutional Goals, Risk Management, & Regulatory Requirements
Daniel Berkland (Formerly Conference of State Bank Supervisors)
Tom Fay (Formerly NCUA)
Joel Updegraff (Moderator, Brean Capital)
Closing Remarks
John Moore, Co-Head FIG, Brean Capital
Boxed Lunch
Brean Sponsored Entertainment (Stay Tuned for Options/Venues!)
Hidden beneath bustling Broadway Street, this clandestine establishment beckons you through a secret, speakeasy tunnel, promising an evening of unparalleled wonder. Immerse yourself in timeless charm surrounded by a curated collection of magical antiques and artifacts.
Underneath the Johnny Cash Museum, yet a world away, prepare to be transported to a realm where every corner whispers secrets of the past.
Join us at our Conference and experience a night like no other at the House of Cards.
