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October 2020
REACH 2020 – Virtual Event
Expert Tips to Tackle Today’s Investment Challenges Maintaining a long-run approach designed to generate more consistent risk-adjusted returns Avoid yield buying and interest rate best by implementing a reliable decision-making framework Discuss specific strategies to enhance returns in the current environment, including dollar rolls Presented by Jason Haley, Chief Investment Officer with ALM First. Manage Risk & Maximize Profitability through Mortgage Pipeline Hedging Understand your credit union’s mortgage pipeline hedging options Learn how to optimize your process amid record mortgage…
Find out more »Bi-Weekly 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 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
Find out more »Preparing Your Investment Portfolio for 2021
Preparing Your Investment Portfolio for 2021: How to Evaluate Performance & Diversification As financial institutions continue to see cash coming in from all directions due to net deposit growth, pre-payments and loan run-off, now is the time to ensure your depository has a disciplined approach to put that cash to work effectively. Join us to discuss best practices for establishing an investment philosophy, evaluating risks relative to your full balance sheet, and knowing when to rebalance. Learning Objectives Include: Understanding…
Find out more »November 2020
Is that Yield Too Good to Be True?
Is that Yield Too Good to Be True? How to Evaluate Investment Offerings Cut through the noise and effectively navigate the barrage of flashy yield offerings. Join us to discuss how to use a disciplined investment process to evaluate the specific securities that make sense for your depository in a risk-adjusted framework. This session will potentially help you and your team work more efficiently as you continue to put excess liquidity to work through in the investment portfolio. Learning Objectives…
Find out more »Monthly Mortgage Pipeline Hedging Update Webinar Series
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
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
Find out more »TrendWatch Webinar Q3 2020
Speaker: Jason Haley, Chief Investment Officer Topic: Economic Update
Find out more »CUNA Finance Council Virtual Conference
Speaker: Robert Perry, Principal, ALM First Topic: Liquidity Management in An Uncertain World
Find out more »Monthly ALM Strategy Update Webinar 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 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
Find out more »Bi-Weekly 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 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
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.