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January 2021

Bi-Weekly Market Update Webinar Series

January 27 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 22, 2021

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 22, 2021

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 Jacob Catalano at (214) 987-9233 or [email protected] Related Articles Related Events

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How to Tackle 2021’s Investment Challenges

January 28 @ 10:30 am - 11:30 am CST

Additional stimulus payments, traditional seasonal liquidity trends, lower loan demand and the low-rate environment could challenge financial institutions even further to deploy excess cash effectively in 2021. Fixed income investment managers are facing tighter asset spreads, making "excess" returns potentially elusive in 2021 as prepayment models struggle to estimate mortgage prepayments and reinvestment needs from new money and portfolio principal reductions continue to be high. We believe now is the time to ensure your depository has a disciplined investment approach…

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February 2021

NWCUA Financial Strategy Council

February 4

Speaker: Robert Perry, Principal Thomas Griswold, CFA, Managing Director, Advisory Services Topic: Derivatives

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Monthly Mortgage Pipeline Hedging Update Webinar Series

February 9 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 14, 2021

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

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Bi-Weekly Market Update Webinar Series

February 10 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 22, 2021

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 22, 2021

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 Jacob Catalano at (214) 987-9233 or [email protected] Related Articles Related Events

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TrendWatch Webinar Q4 2020

February 11 @ 1:00 pm - 2:00 pm CST

Speaker: Jason Haley, Chief Investment Officer Topic: Economic Update

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Monthly ALM Strategy Update Webinar Series

February 17 @ 10:30 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Third of the month, repeating until December 15, 2021

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 These brief webinars will be scheduled at 10:30 a.m. CDT every 3rd Wenesday of each month, and will generally last for 15-20 minutes If you have any questions, please contact Jacob Catalano at (214) 987-9233 or [email protected] Related Articles Related Events

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Bi-Weekly Market Update Webinar Series

February 24 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 22, 2021

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 22, 2021

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 Jacob Catalano at (214) 987-9233 or [email protected] Related Articles Related Events

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March 2021

Monthly Mortgage Pipeline Hedging Update Webinar Series

March 9 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 14, 2021

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 »

Bi-Weekly Market Update Webinar Series

March 10 @ 10:30 am - 11:00 am CST
|Recurring Event (See all)

An event every month that begins at 10:30 am on day Second of the month, repeating until December 22, 2021

An event every month that begins at 10:30 am on day Fourth of the month, repeating until December 22, 2021

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 Jacob Catalano at (214) 987-9233 or [email protected] Related Articles Related Events

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“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.