Steven Houle

VP, Asset Management & Compliance Officer

Catalyst

Session Speaker

BIOGRAPHY:

Steven Houle, CFA, FRM, Catalyst’s VP – Asset Management/Compliance Officer, is responsible for managing the day-to-day operations of Asset Management Solutions at Catalyst. He also works directly with credit unions to assist them with their strategic financial and investment management endeavors.

Steven joined the Catalyst team in 2006. Previously, he worked at Concentra Financial, where he was responsible for managing the investment and derivative portfolios of client financial institutions, including credit unions, in Western Canada. His other key roles included analyzing interest rate risk simulation results and key performance indicators of client credit unions and recommending appropriate strategies while considering the balance sheet positions and the economic environment.

Steven graduated from the University of Regina with a bachelor’s degree in business administration and holds Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations. Steven is a frequent speaker at industry events and an annual fan favorite at Catalyst’s annual Strategic Summit.

Events:

Oct8

Economic Outlook and Critical Issues Shaping Credit Union Performance

Take an in-depth look at the forces influencing the economy today, including employment trends, housing market dynamics, consumer spending patterns, credit demand, and the impacts of interest rate movements on lending, investments, and earnings.