For Immediate Release:  March 24, 2021
Contact: Sharon Simpson, (240) 620-4095 or

Dallas, TX – The second day of ALM First’s Financial Institute offered attendees a variety of educational sessions to choose from within two customized learning tracks. Experts from ALM First shared best practices on a wide range of topics including asset liability management fundamentals, investment portfolio management and mortgage assets.

The Fundamental learning track focused on key definitions, explanations of various processes and measurement tools, along with industry best practices. Some of the educational sessions within this track included ALM Fundamentals: NII & Gap, NEV/EVE, Investment Portfolio Management and How to Evaluate Broker Proposals & Avoid Potential Pitfalls.

The Mortgage learning track focused on developing a better understanding of mortgage assets and included An Introduction to Mortgage Assets & Mortgage Risk Analytics, Understanding Risk & Return, Evaluating Mortgage Returns and Complexities in Hedging Mortgages.

In addition to today’s live sessions, attendees have on-demand access to replay sessions from both learning tracks at their convenience. The final day of the conference will include several general sessions including Liquidity Management: Strategies for 2021 and How to Tap into the Profitable Side of Risk Management. The primary goal of each of this year’s online sessions is to help attendees learn how to tackle 2021’s challenges with better balance sheet management.

ALM First’s Financial Institute is an industry-leading, three-day workshop that provides key education and timely insights designed to benefit financial depositories’ goals and strategies. The 2021 ALM First Financial Institute, offered virtually, 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.