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FMS Boston Chapter & CBA - Investment Update - Windsor, CT

  • February 13, 2019
  • 5:30 PM - 8:00 PM
  • Hartford/Windsor Airport Marriott Hotel, 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT


Registration is closed



The Financial Managers Society and Connecticut Bankers Association are pleased to announce a meeting with Bob Segal of Atlantic Capital Strategies, Inc., to discuss Investments on Wednesday, February 13th. 

Bob Segal is founder and CEO of Atlantic Capital Strategies, Inc. He advises financial institutions on fixed-income strategies, equity portfolio management and overall balance sheet topics. In this session, Bob will review the economic and interest rate outlook, introduce investment considerations for the current environment and also highlight relative value among investment sectors. He’ll also discuss approaches for strengthening controls in the portfolio management process.

We look forward to continuing the “Early Talk” program this season as well. As attendees enjoy their salads and prepare for the evening’s presentation, Steve Costa, Assistant Vice President/Relationship Manager at the FHLB-Boston will speak briefly on current funding trends at the FHLB.

Main Topic:  Investments Update

“Early Talk”:  Funding Trends (5-10 minutes)

Date & Location:  February 13, 2019 | 28 Day Hill Road, I-91 at Exit 38 / Windsor, CT

Click for presentation slides ---> FMS Feb 2019 [Compatibility Mode].pdf

5:30 p.m. - Cocktails & Social

6:15 p.m. - Dinner & "Early Talk"

7:00 p.m. - Main Program

8:00 p.m. - End

(Qualifies for 1.25 hour of CPE)


Field of Study - Economics 

Prerequisites - None

Program Level - Basic

Advanced Preparation - None

Delivery Method - Group - Live

Having trouble registering for the event as a member?  Join or renew your membership first by clicking here.

For information regarding refunds, complaints, and program cancellation policies, please contact Jay Stephens at 978-441-6464 or www.fmsboston.org under administrative policies for details on refunds, complaints and cancellation policies.

FMS Boston Chapter is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.  Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through its website www.learningmarket.org.

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