LIVE Market Update Webinar Series

During these unprecedented times, understanding what’s going on in the global economy and financial markets and how it affects your institution is more critical than ever. In this timely market update webinar series, we will analyze the current market conditions and explain what the headlines really mean for the industry, and for your business. We will also discuss current trends and items to be thinking about as you manage your financial institution from a funding, liquidity, pricing and regulatory framework.


These brief webinars will be scheduled at 10:00 a.m. CDT every Tuesday throughout April and May, and will generally last for 20-30 minutes.


*Please note that speakers are subject to change.

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Robert Perry

Robert Perry


 Robert Perry is a Principal at ALM First Financial Advisors, joining the firm in 2010. Robert leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. He also provides strategic focus for financial institution client portfolios that are primarily invested in the high credit quality sectors, and is instrumental in balance sheet hedging strategy development.

Jason Haley

Jason Haley

Chief Investment Officer

Jason Haley is ALM First’s Chief Investment Officer, joining the firm in 2008. He heads ALM First’s Investment Management Group (IMG) and is portfolio manager for the Trust for Credit Unions mutual funds. Jason and his team are responsible for leading the investment process and investment theme development for the firm. Jason also oversees all capital markets activities, including portfolio management, trading, market research & commentary, and execution of hedging and funding strategies for the firm’s depository clients.

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