Dynamic Portfolios Against Rising Rates

Originally recorded on July 26, 2016, 59 minutes

Recorded webinar presented by CUNA Strategic Services and LendKey.

Credit unions continue to face belt tightening in this post-recession environment. But in the face of rising interest rates, geographical exposure, and an aging membership, the greatest risk for credit unions today may be risk management itself.

Join us to learn how to manage your portfolio through new asset classes in lending—all while attracting new members, mitigating risk, and containing costs. Topics covered include:

  • The current lending environment
    • Challenges
    • Asset and geographic risk
  • Diversification: asset types and overview
    • Private student loans
    • Refinancing 
    • Home improvement loans
  • Instruments of diversification
    • Technology
    • Marketing
    • Forward flow

Presenters:

Vince Passione, Chief Executive Officer & Founder of LendKey. Vince has extensive experience running successful financial services and high tech companies nationwide. Prior to founding LendKey, Vince was the COO of DealerTrack, which built the nation’s first and largest credit portal connecting automotive dealerships to banks and credit unions.

Mike Schenk, Vice President of Economics & Statistics, Credit Union National Association. Mike has more than 25 years of experience in the financial services industry. He joined CUNA in 1992 and is currently vice president of economics & statistics. He conducts economic research and supports CUNA’s public relations and lobbying efforts. He is a frequent contributor in the financial media, including CNBC, Bloomberg, and CNN Money.

For more information, contact Brenda Halverson, CUNA Strategic Services alliance manager, at 800-356-9655, ext. 4110, or bhalverson@cuna.com or sales@lendkey.com.

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