Regional Bank Treasurers Discuss Investment Strategies in Light of Tepid Loan Growth

Members discuss investment portfolio options including agencies, municipals, and structured notes. Short-term rates remain stubbornly low causing bank treasurers to consider alternative investments which entail taking on duration and credit risk.

NeuGroup For Regional Bank Treasurers is an invitation-only group of treasurers with primary oversight over the treasury function at US regional banks with at least $10 billion in total assets. The group follows NeuGroup’s time-tested approach for membership peer groups, including facilitated agenda development, benchmarking surveys and, professional networking. Founded in 2005, BankTPG is dedicated to bank treasury management at the highest level.

Interim meetings are meant for members of the specified peer group. These meetings originated in response to Covid-19 to keep members connected virtually in between semi-annual peer group meetings. They have a headline topic or topics presented for discussion, followed by an open forum for additional peer sharing and learning on other items.