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Founded in 1972, ICMA-RC helps those who serve their communities build toward a secure and confident financial future. ICMA-RC is a mission-based, nonstock, nonprofit, financial services company with approximately $70 billion in assets under management and administration (as of March 31, 2021). The company focuses on delivering results-oriented retirement plans, education, investments, and advice for over 1.5 million public participant accounts. For more information, visit www.icmarc.org, download ICMA-RC’s mobile app from the App Store® and Google Play TM, or follow ICMA-RC on Facebook, LinkedIn, and Twitter. For more information, visit www.icmarc.org, download ICMA-RC`s mobile app from the App Store® and Google PlayTM or follow ICMA-RC on Facebook, LinkedIn, and Twitter. The company has announced that it will change its name to MissionSquare Retirement, effective in June 2021.
Ennis State Bank is one of the leading providers in Financial Services. It is based in Osterville, MA. To find more information about Ennis State Bank, please visit www.ennisstatebank.com
Desert Financial Credit Union is a credit union based in Phoenix, Arizona, that operates 48 branches and service centers throughout Coconino, Gila, Maricopa, and Pinal counties and now statewide in Arizona.
Holbrook Co-operative Bank is one of the leading providers in Financial Services. It is based in Belmont, MI. To find more information about Holbrook Co-operative Bank, please visit www.holbrookcoop.com
The Derivative Path Story After years in the derivatives field, we envisioned a solution to a problem our industry faced. Then we assembled the brightest minds to make a change. We provide a technology-led solution to assist financial institutions and commercial end users in executing and managing their over-the-counter interest rate derivative transactions. The team is comprised of derivative industry veterans who have worked for some of the world`s largest capital market firms such as Wells Fargo (and predecessors Wachovia and First Union), ABN AMRO, Societe Generale, Bank of Montreal, Bank of America, Chase (now JPMorgan Chase), Barclays, U.S. Bank and Westpac Banking Corporation. On the sales and execution front, throughout their careers, the team have been strong contributors to and led derivative sales efforts for major banks. They have also helped establish new derivatives back-to-back hedging programs for numerous small and medium-sized financial institution clients. On the technology front, our team possesses industry leading expertise. Our technology team is headed by a former Head of Technology at Wells Fargo Securities. In addition, the team comprises senior leaders with backgrounds in rates and commodities trading and risk, as well as application development. We have developed a state of the art derivative trading platform, DerivativeEDGE, which we make available to all of our clients. This platform helps us automate key aspects of our clients` trading operations and the tasks necessary from a trade servicing standpoint as well. The platform provides a regional/community bank the confidence to operate a hedging program vis-à-vis the requirements of its regulators/auditors.