February 13, 2019 – Kevin Chiappetta, President, QuantyPhi Balance Sheet Optimization Services, was one of three experts invited to speak about financial risk management at the University of Wisconsin-Milwaukee’s Lubar School of Business on Friday, February 8. The three-person panel gave Investment Management Certificate Program (IMCP) students an opportunity to engage with, and ask questions of, experienced finance professionals.

February 8, 2019 – What If The Projections Are Wrong? Letting rate projections dictate investment strategy is risky business.

January 9, 2019 – “Investing” is a word that often stirs up visions of complicated processes. It’s a topic that is typically associated with uncertainty, risk and stress. But the truth is, smart investing is quite simple.

April 30, 2018 – In the video, Financial Strategist Matt Johnson and President Kevin Chiappetta address the best ways to actually measure how a credit union’s investment portfolio is performing, including why a credit union should not be overly focused on other institutions.