Webinars
Conferences
Speaking Engagements
Events Search and Views Navigation
May 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 »June 2019
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 »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 »FMS Forum
Speaker: Robert Perry, Principal, ALM Investment & Strategy Topic: Making Performance & Profitability More than Buzzwords
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 »When Mortgage Pipeline Hedging is a Must
Mortgage lenders that originate and sell know that “your mileage may vary” when it comes to business line profitability. In this session we will discuss best practices in a well thought out mortgage pipeline management program. We’ll cover pricing, hedging and risk management, and best execution. Learning Objectives: Understand the components of MPH Identify when your institution needs MPH Recognize the value successful MPH provides If you have any questions, please contact Madi Wright at 214.451-2399 or [email protected]
Find out more »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 »Fundamentals of Liquidity Management
Liquidity management is critical because it gives institutions the ability to take advantage of opportunities as they arise. Well defined liquidity analysis provides the knowledge to seize opportunities in a cost effective manner. With this analysis in hand, you can determine the best cash and cash alternative strategies. In this webinar, we will define sound liquidity frameworks and liquidity strategies to keep your institution performing at a high level. 1. Define liquidity framework 2. Design liquditiy analysis packages 3. Understand…
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 »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.