Coastal Federal Credit Union Executive Brad Miller to Speak at Callahan National Investment Forum

WASHINGTON, DC (June 24, 2013) Callahan & Associates and TRUST Mutual Funds are excited to announce the addition of Brad Miller, executive vice president and chief financial officer of Coastal Federal Credit Union to the agenda of the National Investment Forum taking place October 9-11, 2013.

Miller’s topic The Strategic Business Model will utilize real life case studies to show how a credit union’s business model and strategic decisions drive its investment portfolio strategy. His session will also explore the link between future growth plans, revenue streams, cost structure, and management’s skill in leading the credit union and how each of these factors influence investment portfolio management and interest rate risk exposures.

By utilizing real data from several different credit unions, Miller will look at how various business models influence our risk/return decisions.   “Any investment decision you make needs to be informed by your credit union’s overall situation and be in line with your future plans,” shared Miller. “I’m really looking forward to sharing these case studies and discussing others’ experiences during Callahan’s National Investment Forum.”

Callahan & Associates and TRUST Mutual Funds are pleased to be presenting another National Investment Forum on the East Coast to help industry professionals expand their knowledge and share ideas. Callahan and TRUST have employed their extensive, national network to bring together some of the best investment professionals in the industry. The conference will give participants access to a deep bench of expertise to help strengthen their investment portfolios.

Miller spoke at Callahan’s January National Investment Forum and received great reviews from attendees. “We’re excited to bring Brad back to speak at our second investment forum.  He has a wealth of experience to benefit conference attendees.  We’re certain he’ll provide a well-thought out presentation and actionable ideas for anyone who currently manages their credit unions investment portfolio,” remarks Jon Jeffreys, vice president of TRUST.

Get more details about the conference at  By attending you will receive up to 11 CPE credits.  Read Miller’s recent blog post on for more details on what he’ll be presenting this October.

About Callahan & Associates
Callahan & Associates is an independent voice within the credit union industry providing trusted industry expertise in a comprehensive package allowing credit unions and credit union partners to deliver the best services and products to their audiences.

Trust Mutual Funds
Trust Mutual Funds is a family of institutional mutual funds offered exclusively to credit unions. Callahan Financial Services is a wholly owned subsidiary of Callahan & Associates and is the distributor of the TCU mutual funds. Goldman Sachs Asset Management. L.P. is the investment adviser of the TCU mutual funds. To obtain a prospectus that 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.

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