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April 2019

Bi-Weekly Market Update Series

April 24 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 23, 2019

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 23, 2019

An informational webinar that offers valuable insights and helps interpret changing market conditions. Updates cover topics such as: Economic and market conditions Sector performance and recommendations Macro factor risk analysis Other special topics These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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Building Blocks of Investment Reporting & Portfolio Management

April 25 @ 10:30 am - 11:30 am CDT

The quantity of data and corresponding reports you receive is overwhelming, yet it is required that management properly utilize these data when leading the institution. It is important that you can understand and explain the investment reports you receive, as well as knowing what reports you should be reviewing each month. Learning Objectives: Understand the value of selected investment reports Recognize reports you may not be receiving Learn how to utilize these reports for stronger management If you have any…

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May 2019

Monthly Mortgage Pipeline Hedging Series

May 7 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day First of the month, repeating indefinitely

This monthly series will offer market updates and impacts on mortgage pipeline hedging. Learning Objectives: Review current market trends Recognize the movements in MPH portfolios Understand the balance sheet impacts *Note: this series’ webinar typically occurs on the last Tuesday of each month If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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Bi-Weekly Market Update Series

May 8 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 23, 2019

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 23, 2019

An informational webinar that offers valuable insights and helps interpret changing market conditions. Updates cover topics such as: Economic and market conditions Sector performance and recommendations Macro factor risk analysis Other special topics These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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Monthly ALM Strategy Update Series

May 15 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Third of the month, repeating until December 18, 2019

This monthly series will offer market updates and management strategies needed for a successful balance sheet. Learning Objectives: Review current market trends Recognize key metrics Understand how the topic at hand can be important for balance sheet management Please note: this series’ webinar typically occurs the 3rd Wednesday of each month. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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Bi-Weekly Market Update Series

May 22 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 23, 2019

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 23, 2019

An informational webinar that offers valuable insights and helps interpret changing market conditions. Updates cover topics such as: Economic and market conditions Sector performance and recommendations Macro factor risk analysis Other special topics These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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Portfolio Structuring for a Successful Institution

May 23 @ 10:30 am - 11:30 am CDT

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 the portfolio management process works and review performance results. Learning Objectives: Recognize the role of a successful portfolio for your balance sheet Understand the appropriate approach to its structuring Review the advantages of a well-modeled portfolio If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected]

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June 2019

Bi-Weekly Market Update Series

June 12 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 23, 2019

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 23, 2019

An informational webinar that offers valuable insights and helps interpret changing market conditions. Updates cover topics such as: Economic and market conditions Sector performance and recommendations Macro factor risk analysis Other special topics These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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Monthly ALM Strategy Update Series

June 19 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Third of the month, repeating until December 18, 2019

This monthly series will offer market updates and management strategies needed for a successful balance sheet. Learning Objectives: Review current market trends Recognize key metrics Understand how the topic at hand can be important for balance sheet management Please note: this series’ webinar typically occurs the 3rd Wednesday of each month. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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Bi-Weekly Market Update Series

June 26 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 23, 2019

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 23, 2019

An informational webinar that offers valuable insights and helps interpret changing market conditions. Updates cover topics such as: Economic and market conditions Sector performance and recommendations Macro factor risk analysis Other special topics These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes. If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected] Related Articles Related Events

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Jane Smith

All investing is subject to risk, including the possible loss of the money you invest.

“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.  Balance sheet advisory services are offered through ALM First Advisors.  Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics.  Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice.

INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ALM FIRST OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.