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Banks investing in tech funds were all the rage in 2021, with hundreds of banks getting involved and investing for their first time. The timing was good for almost all these banks as some of these funds produced triple-digit returns. These technology funds are pitched as a great way to earn an above-average return while…

This week we revisit the economy and investment portfolio with Tom Fitzgerald from SouthState’s capital markets group and and Chad McKeithen from Duncan-Williams, SouthState’s broker-dealer. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and its employees. 

This week we sit down with Todd Davis and Todd Patrick from our fixed-income group to recap the recent FOMC meeting and discuss it’s implications for the bond portfolio. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent those of SouthState Bank and…

This week is all about balance sheet management, inflation fears, and the continued excess liquidity.  Tom sits down with Chad McKeithen and Andrew Norrid from our broker-dealer (Duncan-Williams) to make sense of it all. The views, information, or opinions expressed during this show are solely those of the participants involved and do not necessarily represent…

This week Tom sits down with Chad McKeithen, Managing Director of Strategy for Duncan Williams, and Greg Rains SVP of Fixed Income Sales at SouthState. They discuss the steepened yield curve, the recent FOMC meeting, and advice they have for CFOs as they navigate their balance sheets and bond portfolios.

This week, Tom Fitzgerald sits down with Nathan Goodnight and Greg Rains from CenterState’s Capital Markets division to discuss how the election might impact investment portfolios and opportunities going forward.

This week we are joined by Patty Gorman and Parker Grubbs from our capital markets division. We revisit the investment portfolio and discuss best strategies for putting excess liquidity to work in the current rate environment.

In this episode, Tom sits down with Jeremy Lucas, Director of Balance Sheet Strategies for CenterState Bank, and Todd Wacker, VP & Sr. Relationship Manager with FHLBank Atlanta. They discuss the current rate environment, NIM compression, and how banks should be approaching their funding strategies this year.

In this episode, Tom Fitzgerald sits down with Todd Patrick and Todd Davis from CenterState’s fixed-income group. They unpack how banks should be approaching their investment portfolio during this economic crisis and highlight the ways River Bank & Trust in Prattville, AL is implementing these strategies and winning with their bond portfolio.