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July 2019
Bi-Weekly Market Update Series
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
Find out more »Balance Sheet Sector Allocation and Valuations
A well thought out top down bottom up approach to fixed income portfolio management with a healthy dose of risk management is what we’ll be addressing in today’s webinar. Robust risk and valuation analytics are at the heart of successful investment management programs as are performance feedback loops that inform managers. Learning Objectives: Recognize the importance of sector selection Learn the appropriate valuation methodologies Review the process of ongoing portfolio management If you have any questions, please contact Madi…
Find out more »August 2019
Monthly Mortgage Pipeline Hedging 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 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
Find out more »Capital Markets Conference
Speaker: Emily Hollis, CFA, Chief Executive Officer Topic: Current ALM Issues & Strategies
Find out more »Bi-Weekly Market Update Series
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
Find out more »TrendWatch Webinar
Speaker: Jason Haley, Managing Director, Investment Management Group Topic: Economic Update
Find out more »Monthly ALM Strategy Update Series
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
Find out more »Bi-Weekly Market Update Series
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
Find out more »Budgeting: Risks in Next Year’s Balance Sheet
As the budget season approaches, stress pushes down on the institution to correctly forecast the coming year. In addition to the size and allocation of the balance sheet and its returns, management should also consider the impacts of growth on different risk metrics. Learning Objectives: Review budgeting approaches from a risk perspective Measure the reasonableness of any required risk forecasts Ensure the institution is viewing the process from multiple angles If you have any questions, please contact Madi Wright…
Find out more »September 2019
Monthly Mortgage Pipeline Hedging 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 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
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.