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Managing Costs & Boosting Income with Non-Traditional Investments
Brittany Rollek
Managing Director, Client Experience
ALM First
Michael Oravetz
Managing Director, IMG
ALM First
Credit unions have a powerful tool to help them manage costs and access a broader range of investments. With demand for loans slowing, now is the time for credit unions to reconsider their use of alternative assets to boost margins and deliver enduring financial performance. Join ALM First experts to learn more about the latest trends in employee benefits pre-funding plans and charitable donation (CDAs) accounts, along with best practices to evaluate existing plans. We’ll share tips to help your cooperative ensure a proper allocation strategy to offset long-term costs.
Discover the latest trends & opportunities in non-traditional investments
Understand how to utilize employee benefits pre-funding plans and CDAs effectively
Define your long-term allocation strategy and evaluate any existing plans that may need to be adjusted or supplemented for the current environment
