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National Interest Builds in Calif. Model for CU Investment Manager Group

NEWPORT BEACH, Calif. -- Motivated by what credit union investment program managers are doing in California, six executives are hoping to replicate a networking group model to bring colleagues together in their respective states.

By Michelle A. Samaad | Updated on June 17, 2008

NEWPORT BEACH, Calif. — Motivated by what credit union investment program managers are doing in California, six executives are hoping to replicate a networking group model to bring colleagues together in their respective states.

A few years ago, a group of investment executives at several California credit unions came together in informal meetings each quarter to discuss timely issues in the investment and broker-dealer space. The gatherings spawned the creation of the Credit Union Professional Managers Association (CU Times, May 28, 2008). The group of 30 now meet several times a year and recently held its second annual meeting.

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