Session Descriptions

Building The Capital Markets Discipline

Thursday, August 29, 2024

8:00 a.m. to 9:00 a.m.

Associations continue to look to capital market loans to augment growth and add diversity to locally sourced loans. Maintaining a robust capital markets discipline is essential for stability, investor confidence, and sustainable growth. This session will delve into the risk transformation strategies needed to establish and maintain the internal framework necessary to grow your capital market loan volume strategically and within the risk appetite of your Association. Learn key steps to maintain discipline in today’s capital markets as well as to develop processes and policies needed to maintain sound risk management strategy while maintaining transparency and accountability. Speakers will address their approach to building the discipline as well as the evolution from strategically purchasing loans to a full-service capital markets function handling purchases and sales.

Learner Outcomes:

1. How to build a robust capital market team
2. How to grow and manage capital markets portfolios without creating unnecessary risk
3. Establishing risk parameters including concentration limits