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May 2019

Bi-Weekly Market Update Series

May 29 @ 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

One event on May 29, 2019 at 10:30 am

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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June 2019

Capital Markets Conference

June 10
|Recurring Event (See all)

One event on August 10, 2019 at 12:00 am

L. William Seidman Center Arlington,VAUnited States + Google Map

Speaker: Emily Hollis, CFA, Chief Executive Officer Topic: Current ALM Issues & Strategies

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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

One event on May 29, 2019 at 10:30 am

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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FMS Forum

June 24

Speaker: Robert Perry, Principal, ALM Investment & Strategy Topic: Making Performance & Profitability More than Buzzwords

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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

One event on May 29, 2019 at 10:30 am

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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When Mortgage Pipeline Hedging is a Must

June 27 @ 10:30 am - 11:30 am CDT

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]

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July 2019

Bi-Weekly Market Update Series

July 10 @ 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

One event on May 29, 2019 at 10:30 am

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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Fundamentals of Liquidity Management

July 11 @ 10:30 am - 11:30 am CDT

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…

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Monthly ALM Strategy Update Series

July 17 @ 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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ALM First has our best interests in mind. We trust them and value the honest opinions their team provides. As long as our CEO or I am there, our institution will always be with ALM First.

Nick Ambrosini

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.