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June 2021
FMS Forum – Should a Merger or Acquisition Be Your Next Move?
Speaker: David Ritter, Managing Director Topic: "Should a Merger or Acquisition Be Your Next Move?"
Find out more »Trust for Credit Unions Quarterly Investment Webinar
Speaker: Jason Haley, Chief Investment Officer Topic: Economic Update
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Manage Risk and Scale Mortgage Banking with Mortgage Pipeline Hedging
Originating and selling mortgages opens your financial institution to certain risks – namely the price risk associated with market fluctuations. Hedging your mortgage pipeline can help reduce these risks and potentially earn income to help your bottom line. Join our webcast to learn more about the basics of mortgage pipeline hedging, the current regulatory environment and accounting for mortgage banking activity. Learning Objectives: Highlight the current regulatory environment for mortgages Explore the concept of “hedging” mortgage exposure Identify risks of…
Find out more »July 2021
Monthly Mortgage Pipeline Hedging Update Webinar Series
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 second Tuesday of each month If you have any questions, please contact Jacob Catalano at (214) 987-9233 or [email protected] Related Articles Related Events
Find out more »FMS Webinar – 5 Steps to Launch Your Institution’s Hedging Strategy
Speaker: Robert Perry, Principal Topic: Hedging
Find out more »WBA Webinar – Investment Evaluation: How to Evaluate Broker Proposals & Avoid Pitfalls
Speaker: Gabby McGaughy, Director, Advisory Services Topic: Investment Evaluation: How to Evaluate Broker Proposals & Avoid Pitfalls As financial institutions continue to see cash coming in from all directions due to net deposit growth, pre-payments and loan run-off, evaluating investments is more important than ever. In this webinar, we’ll discuss why having the right tools and knowing what questions to ask can help you better evaluate broker proposals. Now is the time to ensure your depository is using informed decision-making to…
Find out more »WBA Webinar – How to Construct a Reliable Investment Framework
Speaker: Brittany Rollek, Director, Advisory Services Topic: How to Construct a Reliable Investment Framework Managing a fixed-income portfolio is more than just picking a bond. Professional portfolio managers must rely on a thorough investment process. In this webinar, we will discuss the key components of a thoughtful investment process and decision-making framework. Your institution’s investment process can create the foundation for generating superior risk-adjusted returns over a long-time horizon. Who Should Attend: CEOs, CFOs, Senior Management, Controllers, Treasury Staff, Financial…
Find out more »WBA Webinar – Hedging & Managing Interest Rate Risk in a Volatile Environment
Speaker: Emily Hollis, CFA, Chief Executive Officer Topic: Hedging & Managing Interest Rate Risk in a Volatile Environment
Find out more »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.