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ON-SITE: 2022 ALM First Financial Institute Shares Insights on Economy, Mortgage Market, Securitization & More

by Sydney Grosser | Mar 24, 2022 | Press Release

For Immediate Release:  March 23, 2022Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, TX – The 2022 ALM First Financial Institute kicked off with an Economic Overview tailored specifically to financial institutions. After discussing...

Early-Bird Registration Extended for In-Person 2022 ALM First Financial Institute

by Sydney Grosser | Feb 22, 2022 | Press Release

For Immediate Release:  February 22, 2022Contact: Sharon Simpson, (240) 620-4095 or [email protected] Early-bird registration has been extended for ALM First’s 2022 Financial Institute. Financial professionals are encouraged to register online now through...

ALM First Promotes Brittany Rollek to Managing Director, Client Experience

by Sydney Grosser | Jan 10, 2022 | Press Release

For Immediate Release:  January 10, 2022Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner offering unbiased advice to depositories nationwide, recently announced the promotion of Brittany Rollek...

Early-Bird Registration Now Open for In-Person 2022 ALM First Financial Institute

by Sydney Grosser | Dec 9, 2021 | Press Release

For Immediate Release:  December 9, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Registration is now open for ALM First’s 2022 Financial Institute. This must-attend event provides continuing education, financial analyst...

ALM First Expands Client Relations Team, Welcomes Joe Luiso as Director

by Sydney Grosser | Oct 7, 2021 | Press Release

For Immediate Release:  October 7, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] ALM First, a strategic partner offering unbiased advice to depositories nationwide, recently welcomed Joe Luiso as Director, Sales & Client Relations. Joe...

Day 2 of ALM First Financial Forum Focuses on Loan Pricing, Margin Compression and Other Timely Topics

by Sydney Grosser | Sep 28, 2021 | Press Release

For Immediate Release:  September 28, 2021 Contact: Sharon Simpson, (240) 620-4095 or [email protected] DALLAS, TX (September 29, 2021) — The second day of ALM First’s Financial Forum featured two different tracks developed for financial executive and board...

Registration Now Open for NEW ALM First Hedging & Derivatives Symposium

by Sydney Grosser | Sep 14, 2021 | Press Release

For Immediate Release:  September 14, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Financial services professionals are encouraged to register now for the ALM First Investment Strategies Academy: Hedging & Derivatives...

ALM First Becomes Asset Manager on Zurich Insurance Platform

by Madi Wright | Jun 30, 2021 | Press Release

For Immediate Release:  June 30, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] ALM First, a strategic partner for more than 300 financial institutions nationwide, was recently added as an asset manager on the Zurich Insurance Group’s...

Registration Now Open for In-Person 2021 ALM First Financial Forum in Napa

by Madi Wright | Jun 7, 2021 | Press Release

For Immediate Release:  June 8, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Financial institution executives and board members are encouraged to register now for ALM First’s 2021 Financial Forum, which will be held in...

ALM First Applauds NCUA’s Approval of Final Derivatives Rule

by Madi Wright | May 20, 2021 | Press Release

For Immediate Release:  May 20, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] For months now, ALM First has been a supporter of the NCUA’s proposed derivatives rule modernization and we applaud their decision today to unanimously...

ALM First Expands Mortgage Pipeline Hedging Team, Welcomes Former Fannie Mae Manager

by Madi Wright | May 19, 2021 | Press Release

For Immediate Release:  May 19, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] ALM First, a strategic partner for more than 300 financial institutions nationwide, is expanding its mortgage pipeline hedging team. Anthony Olson, previously a...

ALM First Surpasses $55 Billion in Assets Under Management

by Madi Wright | May 3, 2021 | Press Release

For Immediate Release:  May 3, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide, recently surpassed $55 billion in assets under management. As...

ALM First Assists with 2nd Industry Securitization, Opening the Door to Capital Markets for UNIFY

by Madi Wright | May 3, 2021 | Press Release

For Immediate Release:  March 25, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for depositories offering commission-free, fee-based advice, served as a consultant for UNIFY Financial...

Day 2 of ALM First Financial Institute Provides In-Depth Educational Sessions

by Madi Wright | Mar 25, 2021 | Press Release

For Immediate Release:  March 24, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, TX – The second day of ALM First’s Financial Institute offered attendees a variety of educational sessions to choose from within two customized...

Day 1 of Virtual ALM First Financial Institute Tackles Economy, Mergers, Loan Sales and More

by Madi Wright | Mar 25, 2021 | Press Release

For Immediate Release:  March 23, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, TX – The first day of ALM First’s Financial Institute kicked off with an Economic Overview tailored specifically to financial institutions. After...

PollyEx, ALM First Offer Integrated Mortgage Pipeline Hedging for Banks and Credit Unions

by Madi Wright | Mar 4, 2021 | Press Release

For Immediate Release:  March 3, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] PollyEx, a mortgage software company focused on the capital markets and secondary users through its Pricing Engine and Loan Trading Exchange, has partnered...

Early-Bird Registration Now Open for Virtual 2021 ALM First Financial Institute

by Madi Wright | Jan 14, 2021 | Press Release

For Immediate Release:  January 14, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Registration is now open for ALM First’s virtual 2021 Financial Institute, the must-attend conference for EVERYONE involved in managing or...

ALM First Introduces Strategic Net Worth Analysis to Address Capital Adequacy Risks

by Madi Wright | Aug 26, 2020 | Press Release

For Immediate Release:  August 26, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide with more than $40 billion in total assets under...

ALM First Launches In Your Best Interest Podcast

by Madi Wright | Aug 10, 2020 | Press Release

For Immediate Release:  August 10, 2020Contact: 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...

ALM First Acquires Fixed Income Business from Detalus, Exceeds $36 Billion in Assets Under Management

by Madi Wright | Jul 13, 2020 | Press Release

For Immediate Release:  July 13, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First has officially acquired the institutional fixed income line of business from Detalus, a 20-year old asset management firm dedicated to...
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