Session Presenters
Terry Earley
CFO
Veritex Community Bank
Isaac Wheeler
Associate Director, Sales and Structuring
Derivative Path, Inc.
Chris Slusher
Head of Bank Solutions
Derivative Path, Inc.
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About the presenter
Presented by
Terry Earley
CFO
Veritex Community Bank
Terry Earley is the CFO at Veritex Community Bank. He has been in this role since January 2019, when he joined the bank in connection with the acquisition of Green. Mr. Earley is responsible for the finance, accounting and treasury functions of the bank.
Prior to joining Veritex Community Bank, Mr. Earley was executive vice president and CFO of Green. From December 2011 to March 2017, Mr. Earley served as executive vice president and CFO of Yadkin Financial Corporation and its predecessors. Prior to that, Mr. Earley served as president and CEO of Rocky Mountain Bank and Rocky Mountain Capital, located in Jackson, Wyoming, in 2010, and as CFO of Bancorp of the Southeast, LLC, located in Ponte Vedra, Florida, in 2009. Before that, Mr. Earley served as CFO and COO of RBC Bank (USA), which he joined in 1992.
Mr. Earley is a certified public accountant.
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About the presenter
Presented by
Isaac Wheeler
Associate Director, Sales and Structuring
Derivative Path, Inc.
Isaac Wheeler is head of balance sheet strategy at Derivative Path, Inc. where he helps financial institutions structure and execute hedging strategies.
Prior to Derivative Path, Inc., Mr. Wheeler spent 5 years at MFS Investment Management supporting execution of fixed income, currency and equity derivatives.
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About the presenter
Presented by
Chris Slusher
Head of Bank Solutions
Derivative Path, Inc.
Chris Slusher is head of bank solutions at Derivative Path. He is responsible for the hedge accounting, sales and structuring and balance sheet strategy teams. Mr. Slusher has over 32 years of experience in capital markets and commercial banking.
Prior to joining Derivative Path, Mr. Slusher managed the interest rate and commodity derivatives business for CIBC Bank USA and LaSalle Bank/ABN AMRO. He began his career at J.P. Morgan in New York.
Lunch & Learn Session 6: Fight the Fed: Hedging to Protect the Balance Sheet
Interest rate volatility has challenged even the most robust depositories over the last several years. This session discusses relevant hedging strategies that help shield the balance sheet from the effects of monetary policy and changing rates.