Justin Slipher, CFA

Justin Slipher, CFA

Financial Advisor

Followers of Justin Slipher, CFA809 followers
location of Justin Slipher, CFANewport Beach, California, United States

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  • Timeline

  • About me

    Head of Public Structured Products Portfolio Management

  • Education

    • Ball State University

      2002 - 2006
      Bachelors Finance
    • Indiana University - Kelley School of Business

      2009 - 2011
      MBA Finance Concentration
  • Experience

    • Ameriprise Financial Services, Inc.

      May 2006 - Jan 2007
      Financial Advisor

      Analyzed client finances and a number of options that would help them reach their financial goals and gave them the comfort of knowing how they can reach their dreams

    • Federal Home Loan Bank of Indianapolis

      Apr 2007 - Aug 2010

      Helped manage an over $40 billion funding portfolio by executing debt issuances of discount notes and long term liabilities, while simultaneously hedging interest rate risk by engaging in LIBOR-based derivatives. Traded short-term portfolio of Fed Funds. Managed and maintained a healthy liquidity position in accordance with FHFA guidelines. Coordinated the documentation process and the accurate and timely recording of Treasury activities related to funding and derivatives that reduced data errors and expedited the conformation process. Created reports for upper management related to the funding and derivatives portfolio that allowed them to grasp a quick understanding of the status of the portfolio’s performance.

      • Funding Portfolio Manager II

        Oct 2007 - Aug 2010
      • Capital Markets Analyst II

        Apr 2007 - Oct 2007
    • 40|86 Advisors

      Aug 2010 - Dec 2012
      Portfolio Analyst

      Assist the Senior Portfolio Manager in managing an over $24 billion portfolio of fixed-income assets for an insurance holding company by participating in investment strategy generation and providing analytical support. Allocate all of the firm's trades between the numerous portfolios and their respective lines of business. Managed both sides of the balance sheet for three separate FHLB levered portfolios amounting to $1.65 billion of assets, leveraging both CNO’s FHLB membership and 40|86’s access to fixed income markets. Communicate frequently with trading, research, reporting, and actuaries to insure that strategies are in line with market expectations and ALM requirements. Show less

    • Reinsurance Group of America, Incorporated

      Dec 2012 - Sept 2024

      Work with Senior Portfolio Managers in finding appropriate asset allocations that meet the needs of the business segment while being optimized for investment income and capital charges. Provide asset allocation proposals to senior management and pricing actuaries for potential new blocks of business. Manage the cash positions and trade allocations for both Asset Intensive and Traditional Life business segments, becoming the main point of contact for Trading, Research, Operations, and Treasury. Manage the GFS FHLB portfolio assets and liabilities by collaborating with GFS business segment and the RGA Real Estate group, who contribute the core asset class for the program. Show less

      • VP, Head Trader & Portfolio Manager

        Oct 2020 - Sept 2024
      • Senior Trader & Portfolio Manager

        Aug 2017 - Oct 2020
      • Structured Securities Analyst / Trader

        May 2016 - Aug 2017
      • Portfolio Manager

        Dec 2015 - May 2016
      • Portfolio Analyst

        Dec 2012 - Dec 2015
    • Pacific Life

      Oct 2024 - now
      Head of Public Structured Products Portfolio Management
  • Licenses & Certifications

    • CFA Charterholder

      CFA Institute