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October 2022
M&A Master Session: Austin
This event will offer a facilitated roundtable session where we will explore strategic growth opportunities in the mergers and acquisitions space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO and chairperson peers, where we will discuss the current trends, rationale, and best practices for mergers. This unique event will feature perspectives from three critical areas: strategy, public relations, and legal.
Find out more »Monthly Market Update Webinar Series
A monthly webinar update providing insights on and interpretation of changing market conditions, tailored for financial institutions.
Find out more »M&A Master Session: Dallas
This event will offer a facilitated roundtable session where we will explore strategic growth opportunities in the mergers and acquisitions space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO and chairperson peers, where we will discuss the current trends, rationale, and best practices for mergers. This unique event will feature perspectives from three critical areas: strategy, public relations, and legal.
Find out more »M&A Master Session: Atlanta
This event will offer a facilitated roundtable session where we will explore strategic growth opportunities in the mergers and acquisitions space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO and chairperson peers, where we will discuss the current trends, rationale, and best practices for mergers. This unique event will feature perspectives from three critical areas: strategy, public relations, and legal.
Find out more »EasCorp’s 2022 ALM Academy
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…
Find out more »M&A Master Session: Denver
This event will offer a facilitated roundtable session where we will explore strategic growth opportunities in the mergers and acquisitions space. Meet with credit union industry experts in an open and interactive forum setting alongside other progressive CEO and chairperson peers, where we will discuss the current trends, rationale, and best practices for mergers. This unique event will feature perspectives from three critical areas: strategy, public relations, and legal.
Find out more »Quarterly Loan Transaction Network Update Series
A quarterly webinar featuring a recap of recent transactions, trends, and outlooks in the secondary loan market.
Find out more »2022 AICPA Conference on Credit Unions
Speakers: Robert Perry, Principal & Jason Haley, Chief Investment Officer Topic: Managing a Balance Sheet to Withstand Interest Rate Volatility – Part I, Market Themes & BSM Tenets
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November 2022
Enhance Liquidity & Performance Through the Secondary Mortgage Market
With tighter liquidity on the minds of many financial institutions, selling loans has become even more critical for profitable risk management. ALM First experts will demonstrate how to sell loans into the secondary market and identify key aspects to managing an effective secondary mortgage market process. We'll start by reviewing the basics for lenders with limited experience and expand to best practices for hedging and committing to enhance the knowledge of more seasoned secondary market professionals. Whether you are looking…
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.