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September 2019

Monthly ALM Strategy Update Series

September 18 @ 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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2019 ALM First Financial Forum

September 23 - September 25
La Cantera Resort & Spa

Registration is now open! The Financial Forum, hosted by ALM First, is the premier event for financial executives to discover insights, formulate strategies, and gain new perspectives about the coming year. With two separate tracks and a variety of speakers including, industry experts and regulators, and numerous networking opportunities, the 2019 ALM First Financial Forum is the must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, ALCO and Board…

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Bi-Weekly Market Update Series

September 25 @ 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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October 2019

Monthly Mortgage Pipeline Hedging Series

October 1 @ 10:30 am - 11:00 am CDT
|Recurring Event (See all)

An event every month that begins at 10:30 am on day First of the month, repeating until December 3, 2019

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 last Tuesday 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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Bi-Weekly Market Update Series

October 9 @ 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

October 16 @ 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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CCUA Annual Convention

October 17 @ 4:00 pm - 5:00 pm CDT

Speaker: Emily Hollis, CFA, CEO  

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Bi-Weekly Market Update Series

October 23 @ 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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Assessing Relative Value in the Capital Markets

October 24 @ 10:30 am - 11:30 am CDT

Once you have identified your institution’s strategic needs, now what? Next is the evaluation of the best opportunities to execute in the securities portfolio and secondary markets that complement the risk profile of the balance sheet. How do you go about assessing the best way to do that? In this webinar, we will discuss how to define relative value and how to assess the return on investment in asset acquisitions. Institutions that actively do this have the potential to add…

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EasCorp’s 2019 ALM Academy

October 28 - October 30
Babson Executive Conference Center, One Snyder Drive
Babson Park,MA02457United States

Presented in Partnership with ALM First Financial Advisors Join us for EasCorp's ALM Academy, presented in partnership with ALM First Financial Advisors, to learn how to manage interest rate risk in a vastly changing economic climate, to identify sound strategies that capitalize on emerging economic trends, and to improve your credit union's overall performance. Two tracks—introductory and advanced- are offered. You will receive contemporary tools for financial analysis and learn new skills that will enable you to help your credit union…

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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.