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 volumes
• Explore alternative strategies to increase efficiency, manage risk and enhance profitability

Presented by Robert Perry, Principal with ALM First.