Wealth Management Society of Northwest Ohio
ECONOMIC OUTLOOK CONFERENCE 2023
2023 Economic Outlook
presented by Robert J. Morgan
Economics Analytics LLC
Economic Analytics, LLC. was founded in 2022 to provide economic, interest rate and bank strategic consulting services to its bank clients. Its sole principal is Robert J. Morgan.
Mr. Morgan has fifty-five years of experience working in the commercial banking industry. He has held positions managing investment portfolios, trust departments, bank investment portfolios, interest rate risk measurement and management assignments, investor relations and balance sheet structuring strategies. He has worked in small community bank and large regional bank environments. He founded the Financial Management division of Austin Associates, which later became Probank Austin, in 1991. For the past thirty years he has worked with hundreds of banks designing Asset/Liability management capabilities and consulting on pricing and balance sheet structuring. He provides economic and interest rate forecasts for the purpose of creating the context within which a bank can reach its financial objectives. He designs measurement systems to control interest rate and liquidity risk while meeting regulatory requirements.
Mr. Morgan holds a B.S. degree from Eastern Michigan University. He attended Wayne State University working toward a M.B.A. He earned a CFA designation in 1976 and is a graduate of the ICFA institute at Princeton University. He has served positions as Chief Economist at a multi-state, regional bank as well as interim CEO and CFO positions at client banks assisting the transition of management.
DATE: Thursday February 2, 2023
WHERE: Manhattans Pub and Cheer, 1516 Adams, Toledo, OH 43604
TIME: Noon buffet lunch, followed by the program
COST: WMSNWO members: No Charge
All Others: $20.00 (Student non-members: $5.00)
Please let Linda know if you require a vegetarian meal.
Guests register using button at top of this page
Members RSVP to Dr. Linda Bowyer Phone: 419-276-0664 linda.bowyer@utoledo.edu
Reservations must be received by 5pm Monday January 30, 2023