Webinars
Conferences
Speaking Engagements
Indiana Bankers Association, MEGA Conference
Killington Grand Resort 228 E Mountain Rd, Killington, VT, United StatesSession: Charting a Clear Course Through Enterprise Risk Management Speakers: Ben Schexnayder Director, Enterprise Risk Management ALM First
Kentucky Bankers Association – Economic Update
Killington Grand Resort 228 E Mountain Rd, Killington, VT, United StatesSpeakers: Alain Tourikian Director, Advisory ALM First
FMS – Advanced Strategies to Manage Rising Funding Costs
VirtualSession Title: Advanced Strategies to Manage Rising Funding Costs Speakers: Thomas Griswold Managing Director, Advisory ALM First Gavin Montgomery Director, Advisory ALM First
Missouri Bankers Association Credit/CFO Conference
Killington Grand Resort 228 E Mountain Rd, Killington, VT, United StatesSession: ALCO Best Practices Speakers: Nick Trentmann Director, Advisory Services ALM First
Monthly Market Update Webinar Series
Online , United StatesAn 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 Speakers: Jason Haley Chief Investment Officer ALM First
Vermont/New Hampshire Bankers Association Executive Management Conference
Killington Grand Resort 228 E Mountain Rd, Killington, VT, United StatesAttendees: Nick Trentmann Director, Advisory ALM First
Quarterly ALM Strategy Update Webinar
Market updates and management strategies needed for a successful balance sheet. Speakers: Alec Hollis, CFA Managing Director, ALM Strategy Group, ALM First Thomas Griswold, CFA Managing Director, Advisory Services, ALM First
Moodys User Group Conference
AustinSpeaking: Alec Hollis Managing Director, Advisory ALM First Session: Modeling off-balance sheet instruments & swaps with Evan Quinlan Session Description: This session aims to delve into the complexities and nuances of financial instruments that do not appear directly on the balance sheets but have significant implications for risk management, investment analysis, and financial reporting. The […]
America’s Credit Union
Attendees: Travis Goodman Principal ALM First Gavin Montgomery Director, Advisory ALM First
Monthly Market Update Webinar Series
Online , United StatesAn 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 Speakers: Jason Haley Chief Investment Officer ALM First
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.
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