Investment Portfolio Fundamentals for Financial Institutions

Investment Portfolio Fundamentals for Financial Institutions

February 5 - 6, 2020

2:00 - 4:00 PM EDT
Investment Portfolio Fundamentals for Financial Institutions


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Financial institutions utilize the investment portfolio to enhance profitability, control interest rate risk and provide liquidity. Effective management of their portfolio enables institutions to maximize income while reducing risk on the balance sheet. In this program, attendees will gain knowledge of investment fundamentals for financial institutions:
  • Understanding investment policy statements
  • Describe the basic characteristics of investment types
  • Learn how individual investment securities fit within the overall portfolio
  • Evaluating risk on a security and portfolio level
  • Examining portfolio strategy


Robert B. Segal
Chief Executive Officer, Atlantic Capital Strategies, Inc.

Robert Segal is the founder and CEO of Atlantic Capital Strategies, Inc., which provides investment advisory services for financial institutions. He has over 35 years of experience in the banking industry, having worked in several community banks with roles in mortgage banking sales, trading and ALM. Bob is also currently a Director-at-Large on the FMS Board of Directors.

Christopher J. Nelson, CFA
Senior Vice President, Director of Finance & Treasury/Chief Investment Officer, Bangor Savings Bank

Chris Nelson is Director of Finance & Treasury and Chief Investment Officer for Bangor Savings Bank, a $4.5 billion independent community bank based in Bangor, Maine. He is responsible for managing the bank’s $1 billion investment portfolio, as well as supervising the bank’s financial operations relating to liquidity and funds management, asset/liability and interest rate risk management, loan and deposit pricing, hedging and derivative activities, and international services.

Chris is the creator of Bond Investment Mentor, a website and podcast dedicated to helping community bankers learn about fixed income investments and portfolio management. In addition, he is a faculty member for the Graduate School of Banking at Colorado’s Community Bank Investments School and Executive Development Institute programs. Chris previously served on the faculty at the Graduate School of Bank Investments and Financial Management at the University of South Carolina and has served as an adjunct instructor for the University of Maine Business School. He has also been a featured speaker at Darling Consulting Group’s annual Balance Sheet Management Conference in Boston. Chris is a member of the CFA Institute and CFA Society Maine, and serves on the Member Advisory Panel for the Federal Home Loan Bank of Boston.

Chris has been involved in banking and investments for more than 28 years. He is a graduate of Excelsior College with a B.S. degree in Finance and the New England College of Business and Finance with a M.S. degree in Finance. Chris received his Chartered Financial Analyst designation from the CFA Institute in 1999.

Registration to the live session includes:

  • One online connection
  • CPE credit for registrant
  • Permission to reproduce the handouts and other written material for additional attendees at your location

Only registered attendees of the live session can obtain CPE credit. Attendees of FMS live webinars also receive two views of the On-Demand version of the program they attend. Use this bonus feature to share the program with colleagues or as a refresher at a later date. Instructions for viewing the on-demand session will be emailed to you at the conclusion of the live event.

Credit Hours

Earn up to 5 hours of CPE credit.
  • Level: Basic
  • Prerequisites: None
  • Advance preparation: None
  • Field of Study: Accounting
  • Instructional Method: Group Internet Based
  • Length: 240 minutes

For more information regarding administrative policies such as concerns or refunds, call 800-ASK-4FMS (800-275-4367). FMS is registered with the National Association of State Boards of Accountancy 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. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web:

Registration Rate
Members and Non-members sign in or create an account below to register.

Staff/Co-Worker: $350
Non-members: $350

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2/5/2020 2:00 PM - 2/6/2020 4:00 PM
United States

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