Is Asset Management Worth the Fuss? (Webinar)

 

Equity and Fixed Income markets are all over the news these days…strong returns, low volatility…so should credit unions be taking the “leap of faith” and implement investment portfolios? With the cost of healthcare and other employee benefits on the rise, investment portfolios may be an appropriate solution, but what questions should credit unions be asking? This presentation will focus on the ins-and-outs of investment portfolios, as well as the regulatory landscape and due diligence requirements that should be top-of-mind when considering these types of investments.

Key takeaways include:

• Investment types
• Suitability and risk tolerance
• Impact on bottom-line
• Regulations, due diligence, and ongoing administration

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Is Asset Management Worth the Fuss? | BFB Gallagher 2017 from NAFCU Services Corporation

 

Kraig Klinkhammer, Chief Operating Officer

Kraig Klinkhammer has 20 years of experience in executive benefits, asset management, and various applications of life insurance and financial planning. As BFB Gallagher’s chief operating officer, Kraig ensures our clients’ benefit and investment programs run smoothly, from design to ongoing service. He sets the pace for staff goals, developmental training, and forward-looking corporate initiatives. Kraig also manages our investment and portfolio strategy, working closely with asset management firms, life insurance companies, and other financial service organizations to ensure clients have access to a wide variety of compliant solutions.

Prior to joining BFB Gallagher, Kraig served as manager of the bank-owned insurance portfolio for a large regional bank where he was responsible for the oversight of insurance investments exceeding $5 billion. In this role, he was also responsible for budgets, forecasted revenue/expenses, cash flow management, P&L impact, Sarbanes-Oxley/GAAP compliance and financial account procedures.

Kraig earned his Master of Science in Financial Analysis and Bachelor of Science in Finance-Law from Portland State University in Oregon. He holds an insurance license as well as FINRA series 7, 63, and 65 licenses. Kraig lives outside of Portland, Oregon, where he and his family enjoy exploring the coastline and new local restaurants.