ALM & Balance Sheet Optimization (description)


Address:157 William Street New York, New York, United States of America 10038
Phone:+44 (0) 207 316 9970
Event dates:9/6/2017 - 9/7/2017 (This event has already taken place)
Event web site:
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Topics to be Covered:

  • Business & Economics, Finance
Organizer phone:+44 (0) 207 316 9970
Offering type:Data not provided
Specialty:Data not provided
Event frequency:Never
First Meeting:
Total events:
Est. attendance:
Target audience:Any
Other target audiences:
Host Sponsor:Risk Training
Est. # of exhibitors:
Currency:US Dollars
CE Credits:
Organizer URL


The course is ideal for professionals within the financial industry who have knowledge of ALM and would like to further explore ways in which they can harness their skillset

The first day of ALM and Balance Sheet Optimization will start by looking at ALM from a holistic point of view, defining the role and evolution of ALM and how everyone contributes to an effective policy. The rest of the day will then look at the key functions and essentials which affect ALM; Capital Management, Interest Rate Risk and Liquidity Management.
The second day will start with an ALM simulation game which has proved incredibly popular in the past. Here, Aico van Nunen (Market Risk Director, BMO) creates an interactive challenge for attendees to simulate a profitable balance sheet. The rest of the sessions will focus specifically on the balance sheet and how to effectively manage and optimize it. Some of the key areas which will be looked at include deposit modeling, model risk management and funds transfer pricing.


Time: 9:00 am to 5:00 pm

Registration Fee Details:

Per Delegate: USD 2399

Other items that tuition includes:

Travel and hotel arrangements:

Contact Person:Stephen Body
Organizer State/Province: (Outside US)
Organizer CountryData not provided
Organizer Phone+44 (0) 207 316 9970
Structural makeupData not provided
Host Sponsor; Other SponsorsRisk Training
Event Site/VenueDowntown Conference Center
Event sold out?No
Multiple locations or dates?No
Statistics available for most recent event held in:NA
Average number in event attendance of:
Number in attendance of:
Target BoundariesLocal
Is Registration contact information the same as Organizer Contact above?Yes
Web Page
Can one register for your CE on your web site?NA
Can registration be made by snail (regular) mail?Yes
Online housing reservations: 
Do you have additional written or AV materials for sale?No
If so, are they available for non-attendees as well as those attending?NA
Is full tuition necessary to ensure registration?No
Will there be shuttle service available?NA

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