Financial Institute
January 29-31, 2008

FACULTY

Members of the faculty offer extensive experience in asset/liability management and investment strategy. Having conducted numerous speaking engagements and training sessions they bring a diverse perspective to the training arena and offer a comprehensive understanding of successful financial institution management.

Angela C. Calvert, Partner

As a principal of ALM First Financial Advisors, LLC, Angela C. Calvert provides direction on the firm’s corporate strategy. Ms. Calvert also manages the sales and marketing department as well as the funds management department, which currently oversees more than $7 billion of investable funds. Ms. Calvert has conducted numerous training engagements at financial industry conferences and individual client board meetings.

Emily M. Hollis, CFA, Partner

Emily Moré Hollis has served as a principal of ALM First Financial Advisors, LLC, since the company was established in 1995. Under her leadership, the company has steadily grown to a client base of more than 100 financial institutions representing more than $71 billion in assets. In addtion to guiding the strategic direction of the company, Ms. Hollis manages the operations and the analytics and development departments. A well-known figure in the investment community and a renowned expert in asset/liability management, Ms. Hollis is a popular speaker at industry functions.

Thomas W. Manley, CFA, Partner

Since the company was established in 1995, Thomas W. Manley has served as a principal of ALM First Financial Advisors, LLC. Mr. Manley manages the financial advisory teams and provides direction on the firm’s corporate strategy. During his tenure at ALM First, Mr. Manley, has conducted numerous training sessions throughout the credit union industry.

Jiwen Chen, CFA, Financial Advisor

Jiwen Chen joined ALM First Financial Advisors, LLC, in 2004. As a financial advisor, Mr. Chen, reviews clients' asset/liability portfolio structures along with designing and executing an investment strategy to maximize value while maintaining appropriate risk levels. He also assists client’s ability to improve performance given future rate expectations by performing various “what-if” analyses. Prior to joining ALM First, Mr. Chen spent three years as a financial analyst at Ximco, a Hong Kong financial consulting firm with major operations in mainland China.

Cullen Coxe, Financial Advisor

Cullen Coxe has lengthy experience in trading, investment portfolio management and secondary marketing which includes mortgage loan origination, production, funding and hedging. His primary responsibilities at ALM First include reviewing client's asset/liability portfolio structures, then designing and executing an investment strategy to maximize value while maintaining appropriate risk levels. Before joining ALM First, Mr. Coxe was a bank portfolio manager and trader responsible for a $4 billion mortgage-backed security portfolio. In this position, he researched, analyzed, and executed trades involving mortgage-backed, pass-through securities and collateralized mortgage obligations.

Travis Goodman, CFA, Financial Advisor

Travis Goodman joined ALM First Financial Advisors, LLC, in 2003. Mr. Goodman currently works with the firm’s Gold Advisory clients as a financial advisor where he reviews clients' asset/liability portfolio structures. He also assists clients by designing and executing an investment strategy to maximize value while maintaining appropriate risk levels. Additionally, Mr. Goodman also performs “what-if” analyses, assisting clients’ in their ability to improve their performance given future rate expectations.

Mike Manley, Fixed Income Trader

Mike Manley has primary responsibility for analyzing and comparing fixed-income investment securities. Mr. Manley works with the financial advisors to assist in providing specific securities that meet criteria for ALM First clients. Previously, Mr. Manley worked for a large corporate credit union as an investment credit analyst where he analyzed securities for a $4 billion investment portfolio consisting of high-grade corporate, asset-backed and mortgage-backed debt.

Lisa K. McDaniel, CFA, Financial Advisor

Lisa K. McDaniel has more than 15 years of experience in fixed-income analysis and investment portfolio management. At ALM First, she reviews the asset/liability structure of client credit unions and develops and executes investment strategies. Previously, Ms. McDaniel was a vice president with a large financial institution, where she managed institutional taxable fixed-income accounts and collective funds consisting of government, corporate and mortgage-backed securities.

David Montgomery, Director of Analytics & Development

David Montgomery joined ALM First Financial Advisors, LLC, in 2004. His responsibilities include overseeing the firm’s analytics and development functions. Prior to joining ALM First, Mr. Montgomery was a senior product consultant with IPS-Sendero, where his responsibilities included client support, training and consulting. Previously, he had nine years of experience with a large community bank in Houston, Texas, where he was vice president for planning and analysis.

Stacey Wilkerson, Financial Advisor

Stacey Wilkerson joined ALM First in 2005. As a financial advisor, Ms. Wilkerson, reviews clients' asset/liability portfolio structures along with designing and executing an investment strategy to maximize value while maintaining appropriate risk levels. Ms. Wilkerson has also been instrumental in the development and implementation of the firm’s online services including: ALM First On-Demand and the Liquidity Forecast Model. Prior to joining ALM First, Ms. Wilkerson was a product manager at EDS for seven years.

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