Portfolio Structuring for a Successful Institution

Portfolio Structuring for a Successful Institution Webinar Date: May 23, 2019 A thoughtful and disciplined investment process should lead to more consistent and predictable earnings from the fixed-income portfolio. In this session we use real life examples to show how...

Fundamental of Derivatives & Balance Sheet Hedging

Fundamental of Derivatives & Balance Sheet Hedging Webinar Date: March 22, 2019 Short-term market rates may continue to rise, but proper hedging strategies are agnostic to the rate environment and its movements. Join us for this webinar where we will discuss...

Pre-Fund & CDA Series

Join us for this quarterly webinar series as we discuss how credit unions can not only benefit from investing in non 703-compliant investment alternatives, but also how ALM First can assist your institution in reaching your financial goals.

Keys to Strong Loan Management

Economic uncertainty presents a constant challenge for financial institutions, particularly related to its potential impact to business performance. As depositories move forward with strategic objectives, loan pricing and balance sheet management should remain a top priority. In this session, we will explore frameworks for disciplined approaches to product pricing and its relationship to maintaining and meeting profitability targets.

Can You Justify Your Investment Strategy?

Can You Justify Your Investment Strategy? Webinar Date: January 24, 2019 Sure, every institution has an investment strategy. It is an internal and regulatory must. You probably even reviewed your strategy in the past year. But does the Board understand it, can you...

Be Prepared for CECL

Be Prepared for CECL Webinar Date: December 5, 2018 Required adoption and implementation of CECL regulatory requirements may seem distant, but its preparation already needs to be in progress. A robust and transparent model is a must, since precision in forecasts...

Investment Strategies in the Current Rate Environment

Investment Strategies in the Current Rate Environment Webinar Date: November 7, 2018 The current market environment has raised questions about the impact of a flattening yield curve and a possible inversion . The headlines can make it tough for investors to stay the...

Hedging Strategies in the Current Rate Environment

Hedging Strategies in the Current Rate Environment Webinar Date: October 16, 2018 Short-term market rates may continue to rise, but proper hedging strategies are agnostic to the rate environment and its movements. Join us for this webinar where we will discuss various...

Evaluting Loan Pools Webinar

Evaluting Loan Pools Webinar Webinar Date: September 20, 2018 High-performing institutions understand the importance of evaluating all asset classes when constructing their balance sheets, including whole loans. No different from a securities investment or loan...

Evaluating Credit Risk in the Investment Portfolio

Evaluating Credit Risk in the Investment Portfolio Webinar Date: August 17, 2018 Assessing credit risk in investment portfolios requires a dynamic approach that goes beyond a simple reliance on credit ratings. Expected returns must incorporate anticipated credit...

Applications of Hedging Programs

Applications of Hedging Programs Webinar Date: July 17, 2018 Managing interest rate risk through product offerings and product pricing can result in balance sheets that produce sub-optimal earnings and value. In this webinar, we will focus on the importance and...

Pricing & Profitability

Pricing & Profitability Webinar Date: June 21, 2018 Pricing policies are critical for lenders; maintaining discipline in this area helps institutions ensure they are adequately compensated for the risks taken on the balance sheet. To maintain profitability, it’s...

Comparing RIA vs. Broker/Dealer Models

Comparing RIA vs. Broker/Dealer Models Webinar Date: May 22, 2018 Registered Investment Advisors (RIA) and broker/dealers are two staples of the financial services industry. Leveraging both relationships is a pillar of high performing depositories, but the roles they...

Applications of Core Balance Sheet Hedging

Applications of Core Balance Sheet Hedging Webinar Date: Applications of Core Balance Sheet Hedging Balance sheet hedging strategies are effective in balance sheet management and a very important tool of the ALM process. Implementing core balance sheet hedging...

Liquidity Forecasting & Stress Testing

Liquidity Forecasting & Stress Testing Webinar Date: Liquidity Forecasting & Stress Testing Liquidity continues to be a hot topic in both the financial news, and among regulators and the financial institutions they examine. In this webinar, we will define...

ALM First Client Exclusive Webinar

ALM First Client Exclusive Webinar Webinar Date: ALM First Client Exclusive Webinar Assumptions Update Webinar Assumptions update overview Impact to IRR Metrics Download Slides Login required PDF FILE Download Recording Login required WMV...

Measuring Performance Portfolio

Measuring Performance Portfolio Webinar Date: Measuring Performance Portfolio Many depository portfolio managers rely on book yields to measure portfolio performance. However, book yields are accounting measures, and are not suitable for performance measurement. In...

Intro to Hedging

Intro to Hedging Webinar Date: January 18, 2018 Hedging interest rate risk is a fundamental component to sound balance sheet management. In this session, we will define hedging and discuss fundamental hedging concepts. Then, we will review hedging program examples for...