For Immediate Release:  August 10, 2020
Contact: Sharon Simpson, (240) 620-4095 or [email protected]

Dallas, Texas – ALM First, a strategic partner to more than 300 depositories nationwide with over $40 billion in assets under management, launches its new podcast series, In Your Best Interest: An ALM First Podcast, today. The first two episodes are now live and may be accessed on our website at or wherever you listen to podcasts. 

The goal of ALM First’s new podcast is to give financial professionals and board members an insider’s view of the latest market trends, explore common depository challenges and share success stories and insights from industry leaders. 

The first few episodes will feature:

  •     The Leadership and History of ALM First with Emily Hollis, CFA and CEO 
  •     Balance Sheet Management Strategies with Robert Perry, Principal 
  •     Mergers & Acquisitions with David Ritter, Managing Director
  •     Trends in Depository Lending & Loan Participations with Travis Goodman, CFA and Principal and Kevin Shaner, Managing Director, Loan Transaction Network

“Remaining up-to-date is very important for our depository clients, especially during uncertain economic times,” said Emily Hollis, CFA, CEO of ALM First. “With in-person events and travel limited, we’re excited to deliver some of our industry leading content through this new channel. Now, current and potential clients can choose from even more convenient access options.”

We encourage interested credit union and bank professionals to listen regularly and gain new perspectives as our experienced professionals dive into effective balance sheet management techniques and break down best practices. Visit to view the podcast library and sign-up for email notices whenever new episodes become available.

About ALM First

ALM First is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $40 billion of investments under management, ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country.


“ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”).  Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.

The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.