Safety, Liquidity, Returns: A Modern Investment Approach for Credit Unions
Date: Thursday, March 26, 2026 | Time: 2:00 PM (EST)
CLICK HERE TO REGISTER
Credit unions are arguably sitting on the largest unrealized losses in their history — and the traditional investment playbook still isn’t offering a way out. Duration risk backfired. Liquidity became precious. And generating meaningful returns without increasing balance sheet strain has become more challenging than ever.
For years, institutions have been forced into a narrow set of unsatisfying choices:
- Add interest rate risk to pursue yield
- Lock up funds to enhance returns
- Accept hidden costs and structural complexity
Credit unions operate differently than retail investors. Your priorities are clear: safety, liquidity, returns — often in that order. But the market has made it increasingly difficult to achieve all three at once.
That tradeoff may no longer be necessary.
It’s Time to Rethink Your Options
Join Elite Capital Management Group for a strategic session on how Structured Protection strategies can deliver equity participation with reduced volatility, defined downside protection, and complete daily liquidity — without taking on the duration or credit risk that has caused so much pain since 2022.
In This Session We Will Discuss
- What Structured Protection strategies are
- How they can be implemented on a credit union balance sheet
- Real case examples illustrating how institutions have incorporated Structured Protection alongside traditional fixed income holdings
About Us
Elite Capital Management Group does not offer BOLI, annuities, or any insurance based products. As an SEC registered fiduciary, our sole focus is on transparent, liquid, market-driven investment strategies. This session reflects our commitment to delivering practical, modern solutions for credit union portfolios.
About the Speaker
Matthew Butler, Founder of Elite Capital Management Group
Matthew Butler is the founder and managing principal of Elite Capital Management Group. He has dedicated over three decades of his career to finance, with a focus on working exclusively with credit unions. Butler established Elite Capital in March 2007 to fill a significant gap for credit unions - access to institutional money management free from the constraints of insurance-based products and retail investment expenses. Matthew believes the importance of providing these services to credit unions is greater than ever before, which continues to drive his passion and entrepreneurial spirit.
About Elite Capital Management Group:
We Pioneered The Concept Of Employee Benefits Pre-Funding In The Credit Union Space More Than A Decade And A Half Ago.
Originating from the idea that credit unions lacked access to institutional investments, and that insurance policies written for banks were a poor solution for credit unions, we launched the Elite Yield Enhancement Pre-Funding Program® in 2007 and have grown to be one of the largest providers of non-insurance based §701.19C investment programs in the United States.