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February 2023
Monthly Market Update Webinar 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 Speaker: Jason Haley, Chief Investment Officer
Find out more »Quarterly ALM Strategy Update Series
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
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
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
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
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
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
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
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
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 »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.