Assessing Relative Value in the Capital Markets

Once you have identified your institution’s strategic needs, now what? Next is the evaluation of the best opportunities to execute in the securities portfolio and secondary markets that complement the risk profile of the balance sheet. How do you go about assessing the best way to do that? In this webinar, we will discuss how to define relative value and how to assess the return on investment in asset acquisitions. Institutions that actively do this have the potential to add incremental returns to the bottom line and quickly adapt to changing markets.

 

Learning Objectives:

  • Understanding data and analytics for a successful investment decision making framework
  • The ins and outs of risk adjusted spread analysis
  • Ex-post performance evaluation

*CPE Credit is available

Register Now
Hafizan Hamzah

Hafizan Hamzah

Director, Investment Management Group

Hafizan Hamzah serves as a Director in the Investment Management Group at ALM First Financial Advisors, joining the firm in 2010. Hafizan works in ALM First’s Investment Management Group and assists in developing client-specific portfolio strategies as well as portfolio rebalancing. In addition to portfolio management, Hafizan is responsible for monitoring and rebalancing hedges associated with the firm’s mortgage pipeline and mortgage servicing rights hedge strategies.

Michael Oravetz

Michael Oravetz

Director, Investment Management Group

Michael Oravetz joined ALM First Financial Advisors in 2016. Michael assists in delivering holistic balance sheet strategies across a variety of funds management disciplines including loan and deposit pricing, portfolio and liquidity risk management, as well as profitability and funds transfer pricing. In addition, Michael participates with implementing firm-wide strategic initiatives and has assisted in various interest rate hedging strategies, ALM model validations, and loan pool valuation.

This Webinar Starts In

Day(s)

:

Hour(s)

:

Minute(s)

:

Second(s)

Assessing Relative Value in the Capital Markets

  • Webinar organizers are prohibited from soliciting confidential personal information (credit card information, social security numbers, etc.) in the registration form. This questionnaire is not intended to handle sensitive or special categories of data.
  • By clicking this button, you submit your information to the webinar organizer, who will use it to communicate with you regarding this event and their other services.