Monthly Market Update Series

An informational webinar that offers valuable insights and helps interpret changing market conditions. Updates cover topics such as:


  • Economic and market conditions
  • Sector performance and recommendations
  • Macro factor risk analysis
  • Other special topics

These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd Wednesday of the month, and will generally last for 15-20 minutes.


*Please note that speakers are subject to change.

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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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