The International Association of Credit Portfolio Managers (IACPM) will host the IACPM 2017 Annual Fall Conference November 7 – 8 at The Westin Philadelphia hotel in Philadelphia, Pennsylvania. With a recurring attendance rate of over 250 senior risk portfolio management professionals representing firms across the globe, IACPM’s annual event is the largest meeting of credit portfolio managers in the U.S. IACPM 2017 offers industry insight on best practices and strategies through top-quality educational programming, and networking opportunities with risk management leaders. Active IACPM members and firms that meet all membership qualifications may attend.
The international non-profit association, founded in 2001, presents a platform for education, network building and advocacy for “financial institutions that manage portfolios of corporate loans, bonds or similar credit sensitive financial instruments.” IACPM conducts independent research, publishes current industry news on the association’s website, holds annual and biannual events in the U.S. and abroad, represents members before “regulatory and administrative bodies in the US and internationally,” and partners with other organizations on matters concerning portfolio risk professionals. Refer to our article for more details on IACPM.
Schedule of Events
On November 6, IACPM will host two pre-conference events — an educational seminar and roundtable discussions.
The Educational Seminar is a full-day training session for new credit portfolio management (CPM) practitioners. Attendees must come prepared to share pressing issues related to each individual’s business or CPM unit. Five sessions will be presented by high-ranking CPM professionals:
- Introduction: CPM in a Changing Environment
- Business Models for Portfolio Management
- Active Credit Portfolio Management Techniques and Toolkit
- Setting a Concentrations and Limits Framework: Implementing CPM in Practice
- How to Manage a Credit Portfolio: A hands-on, simulation exercise
IACPM invites members to participate in informal dialogues at the Roundtable Discussions. The three concurrent roundtables will center around topics including the implementation and impact assessment of expected credit loss, managing middle market portfolios and CPM for Invesco’s Fixed Income (IFI) investment team — invitation only.
Following opening remarks by IACPM Executive Director Som-lok Leung, the conference will officially begin on November 7 with part one of three plenary sessions scheduled throughout the day. Day One Streams will cover a variety of topics from CPM business models to the uses and effectiveness of market-based risk management tools. All conference sponsor presentations TBD.
Plenary sessions will continue on November 8. A sampling of Day Two Streams include Insurance as a Tool for CPM, Concentrations and Limits: Evolving Frameworks and Managing Nonfinancial Risks. Review the full conference schedule here.
Additional Tools for Credit Portfolio Managers
From knowledge-sharing events with industry peers to an extensive educational lineup, credit portfolio managers will experience various professional growth activities at the IACPM 2017 Annual Fall Conference. As a best-in-class debt collection agency, Optio Solutions also operates as a resource for credit portfolio managers.
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