BAN2410. Reacquiring Our Balance Sheets in a Post Pandemic Environment

Join Scott Hildenbrand, head of Piper Sandler Financial Strategies, for a discussion on positioning your balance sheet for 2025 and beyond. Years of a pandemic environment, an unprecedented 500bp rate hike, and major bank failures have all led to financial institutions hitting the reset button to reassess their balance sheet risks in the new normal. Hildenbrand will discuss considerations for repositioning and resizing your balance sheet, review executed transaction case studies, and share how your ALCO/board can prepare today to take action. He will also include market updates to contextualize the ideas and help management teams prioritize things that add value to their franchise.

Learning Objectives:

• Identify the current market landscape and how curve shape, balance sheet mix, and an evolving competitive landscape impact interest rate risk
• Identify ways to turn asset-liability committee (ALCO) meetings from mundane approvals to proactive strategy sessions
• Determine how to prepare your balance sheet to defend against possible exposure