Washington, D.C. – Trust for Credit Unions is partnering with Callahan & Associates to bring investment experts together to discuss the economic outlook for 2013 and share best practices with credit union executives and investment managers. Together, they are sponsoring the first ever National Investment Forum, scheduled January 28 - 30 in San Diego, CA.
Dwight Johnston, Chief Economist for the California and Nevada Credit Union Leagues and President of Dwight Johnston Economics, will kick-off the conference by reviewing the impact of a potential fiscal cliff resolution, or lack thereof, on credit union investing. Mr. Johnston will also discuss the challenges the U.S. economy has been facing for the past several years and whether the components for a stronger economic growth engine are coming together to make 2013 the “year of the lift-off” or just an extension of the 2 percent GDP world.
Mr. Johnston has more than 35 years of investment experience with financial institutions in a variety of roles. For the past fourteen years, beginning with his role as Economist for WesCorp FCU, he has focused on economic and market information and education for credit unions. He is the author of a popular Daily and Long-term Commentary and is a frequent speaker at credit union board planning sessions and industry conferences. In May 2012, Mr. Johnston assumed the role of Chief Economist for the California and Nevada Credit Union Leagues, providing his services directly to its members. He continues to serve all non-league members through Dwight Johnston Economics. His mission is to demystify economics and the markets, make a sometimes dry topic entertaining, and help credit unions understand and prepare for an uncertain economic environment. Mr, Johnston is a graduate of the University of Texas at Austin and currently resides in Claremont, California
Jon Jeffreys, Treasurer of Callahan Financial Services (which is the distributor of Trust for Credit Unions), said the timing is beneficial to bring Dwight Johnston and other experts together to address a diverse group of credit union managers. “Because of the unique landscape we are facing today, we believe it is crucial to hold this conference early in the year,” said Jeffreys. “The speakers will address the current issues facing our industry for the benefit of all participants.”
Credit union CFOs, EVPs, CEOs and investment managers are encouraged to attend the Forum, which will feature Advanced and Fundamental sessions. To register for the conference, visit https://www.regonline.com/2013InvestmentForum. Early bird registration is available until Dec.14, 2012.
About The Trust for Credit Unions
The Trust for Credit Unions (TCU) is a family of institutional mutual funds offered exclusively to credit unions. Callahan Financial Services is a wholly-owned subsidiary of Callahan & Associate and is the distributor of the TCU mutual funds. Goldman Sachs & Co is the advisor of the TCU mutual funds. To obtain a prospectus which contains detailed fund information including investment policies, risk considerations, charges and expenses, call Callahan Financial Services, Inc. at 800-CFS-5678. Please read the prospectus carefully before investing or sending money. Units of the Trust portfolios are not endorsed by, insured by, obligations of, or otherwise supported by the U.S. Government, the NCUSIF, the NCUA or any other governmental agency. An investment in the portfolios involves risk including possible loss of principal. Learn more at www.trustcu.com.
About Callahan & Associates
Callahan & Associates delivers cooperative thought leadership driving credit union prosperity. For over 25 years, Callahan has delivered top-notch resources to the credit union industry to enable credit unions achieve success in the financial market.