Education & Events
icon of a computer screen with a chart

Webinars

icon of three people connected

Conferences

icon of three people and a chart going down

Speaking Engagements

Loading Events

Upcoming Events

Events Search and Views Navigation

Event Views Navigation

February 2023

Monthly Market Update Webinar Series

February 8 @ 11:00 am - 11:30 am CST
|Recurring Event (See all)

One event on March 8, 2023 at 11:00 am

One event on April 12, 2023 at 11:00 am

One event on May 10, 2023 at 11:00 am

One event on June 14, 2023 at 11:00 am

artistic banner of a globe

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 Speaker: Jason Haley, Chief Investment Officer

Find out more »

Quarterly ALM Strategy Update Series

February 15 @ 11:00 am - 11:30 am CST
Online United States + Google Map

Industry trends and the management strategies needed for a successful balance sheet. Speakers: Alec Hollis Managing Director, ALM Strategy Group ALM First Thomas Griswold Managing Director, Advisory Services ALM First

Find out more »

Navigating the Re-Emerging Brokered CD Market

February 22 @ 11:00 am - 12:00 pm CST
artistic banner of a person typing

Liquidity remains tight for most depositories, with numerous institutions beginning to see deposit runoff and pressure from depositors for higher interest rates. The conundrum financial institutions face is how to secure funding the lowest marginal cost, support loan demand, and retain deposit franchise value. Enter the brokered CD market. This wholesale funding solution has re-emerged with issuance growing in recent months, piquing the interest of depositories nationwide. Join us as we unpack the brokered CD approach, explore why issuance is…

Find out more »

March 2023

Monthly Market Update Webinar Series

March 8 @ 11:00 am - 11:30 am CST
|Recurring Event (See all)

One event on March 8, 2023 at 11:00 am

One event on April 12, 2023 at 11:00 am

One event on May 10, 2023 at 11:00 am

One event on June 14, 2023 at 11:00 am

artistic banner of a globe

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 Speaker: Jason Haley, Chief Investment Officer

Find out more »

Hedging Update Webinar Series

March 22 @ 11:00 am - 12:00 pm CDT
artistic banner of a person typing

A quarterly webinar update on various hedging strategies, including core balance sheet hedging, mortgage pipeline hedging and mortgage servicing rights hedging." If we wanted to expand, we could also include something like "Our experts will discuss how to assess hedging performance in relation to the balance sheet and current market opportunities to potentially enhance profitability and strengthen risk management at your institution

Find out more »

2023 ALM First Financial Institute

March 26 - March 29
The Las Colinas Resort, 4150 N MacArthur Blvd.
Dallas,TX75038
banner of a man talking in blue hue

Registration is NOW OPEN! The financial world is constantly changing, and your ability to keep up with those changes - everything from asset liability management to the latest regulations - can have a direct impact on the success of your financial institution. That's why ALM First hosts the Financial Institute. This industry-leading, three-day workshop provides key education and timely insights designed to benefit your institution's performance by giving you tools and resources to develop clear goals and strategies. This is…

Find out more »

April 2023

Monthly Market Update Webinar Series

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

One event on March 8, 2023 at 11:00 am

One event on April 12, 2023 at 11:00 am

One event on May 10, 2023 at 11:00 am

One event on June 14, 2023 at 11:00 am

artistic banner of a globe

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 Speaker: Jason Haley, Chief Investment Officer

Find out more »

Loan Transaction Network Update Webinar Series

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

One event on April 19, 2023 at 11:00 am

One event on July 12, 2023 at 11:00 am

One event on October 11, 2023 at 11:00 am

artistic banner of a globe

An informational webinar that offers a quarterly recap of recent transactions, trends, and outlooks in the secondary loan market. Held quarterly. Speakers: Travis Goodman, Principal ALM First Kevin Shaner, Managing Director, Loan Transaction Network ALM First

Find out more »

May 2023

Monthly Market Update Webinar Series

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

One event on March 8, 2023 at 11:00 am

One event on April 12, 2023 at 11:00 am

One event on May 10, 2023 at 11:00 am

One event on June 14, 2023 at 11:00 am

artistic banner of a globe

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 Speaker: Jason Haley, Chief Investment Officer

Find out more »

June 2023

Monthly Market Update Webinar Series

June 14 @ 11:00 am - 11:30 am CDT
|Recurring Event (See all)

One event on March 8, 2023 at 11:00 am

One event on April 12, 2023 at 11:00 am

One event on May 10, 2023 at 11:00 am

One event on June 14, 2023 at 11:00 am

artistic banner of a globe

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 Speaker: Jason Haley, Chief Investment Officer

Find out more »
+ Export Events

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.