Panel Discussion on Interest Rates & Monetary Policy

The Rising Professionals of

RMA invite you to a:

Panel Discussion on

Interest Rates &

Monetary Policy

Tuesday, May 21

4:30pm - 6:00pm

First Merchants Bank

10333 N Meridian St. Indianapolis

Floor Conference Room

Schedule:

4:30 pm

Networking

5:00 pm

Discussion/Q&A

Panelists:

John Lundy Senior Portfolio Manager, First Merchants Bank

John has spent over 20 years directly serving clients with their financial planning, trust, and

investment needs.

Brian Schneider Director of Investments, Federal Home Loan Bank of Indianapolis

Starting as an analyst, Brian focused on bond issuance and interest rate swaps. Since 2010, his work is

centered on money markets, mortgage trading, and asset/liability management.

Overview:

The Federal Reserve sets monetary policy to influence the amount of money and credit in

the U.S. economy. Our panelists will discuss how the Fed’s policies have evolved since

the Great Recession, how that has impacted their institution and how they serve their

clients, the direction of interest rates, and how the financial services industry will

have to adapt to changing trends and technology.

Questions? Contact Theresa Post • Rising Professionals Co-Chair • tpost@statebankoflizton.com

Details:

FREE Program

Refreshments

Now!

For over 20 years, John has been working in the financial services industry, directly serving

clients regarding their financial planning, trust and investment needs.

John came from Huntington Bank where he spent nearly ten years and joined First Merchants

in September, 2017 as Vice President and senior portfolio manager. At Huntington John was

responsible for investment management of various client portfolios.

John has always believed in the importance of being involved within the community and has

recently completed an elected three year term as Christ the King Parish Council President. He

is also involved with the Ancient Order of Hibernians, Fr. Donnelly Division, where he has

served as Vice President and Sec/treasurer.

John earned bachelor’s degrees in liberal arts and business management from Valparaiso

University and his Masters in Business Administration from the University of Notre Dame.

John Lundy

Vice President - Senior Investment Portfolio Manager

317.566.6141 | jlundy@firstmerchants.com

BIO-SHEET-LundyJohn-1017

www.firstmerchants.com

Brian is currently responsible for the Federal Home Loan Bank of Indianapolis’s $25+ billion

investment portfolio, which consists of short term investments, mortgage backed securities,

and whole loan mortgages.

Brian started at FHLBank Indianapolis in 2007 as an analyst on the Bank’s Funding and

Derivatives desk, where he focused on bond issuance and interest rate swaps. Upon joining

the Bank’s Investments team in 2010 his work has centered on money markets, mortgage

trading, and asset/liability management.

Brian holds a Bachelor of Science Degree in Finance from IU Kelley School of Business and

is a CFA charterholder.

Brian Schneider

Vice President - Director of Investments

BSCHNEIDER@FHLBI.com

BIO-SHEET-LundyJohn-1017