For Immediate Release:  March 23, 2021
Contact: 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 discussing the inflation concerns of market participants, Jason Haley, Chief Investment Officer for ALM First, emphasized why higher rates are ultimately good for depositories and how creating a disciplined investment framework based on solid balance sheet management principles can help institutions avoid making reactive investment decisions. Data Haley shared also showed that balance sheet normalization has been a multi-year process during prior QE cycles, such as 2014’s tapering, pointing to the possibility that at least some deposits could be stickier than expected.

Other general sessions included How to Capitalize on M&A Trends in the Current Environment, How to Analyze Loan Participation Opportunities in a New Normal and a Funds Management Overview. Attendees were able to interact with speakers through live Q&A discussion periods at the end of each session and could network with each other via the online event platform.  

ALM First’s Financial Institute is a three-day workshop that provides key education and timely insights designed to benefit financial depositories’ goals and strategies. With two learning tracks, the ALM First Financial Institute, hosted virtually for the first time in 2021, is being attended by over 160 financial professionals involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, Financial Analysts, Accountants, ALCO and Board Members.

More information about ALM First’s Financial Institute and other educational events may be found at

About ALM First
ALM First Financial Advisors 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 $50 billion of investments under management, ALM First 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.