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 Speakers: Jason Haley President; Chief Investment Officer ALM First Register Now
With c-suite retirements continuing to reshape credit union leadership, the competition for top executive talent has never been fiercer. What are credit unions doing to stand out? Join ALM First Executive Benefits for a foundational look at today's executive benefits market, and learn what's working to attract and retain the leaders who will guide your […]
Quarterly Secondary Loan Market Update Webinar Series An informational webinar that offers a quarterly recap of recent transactions, trends, and outlooks in the secondary loan market. Held on the third Wednesday of the first month of each quarter. Speakers: Travis Goodman, CFA Principal ALM First Kevin Shaner Managing Director, Loan Transaction Network ALM First Register […]
In this session, ALM First Executive Benefits breaks down how split dollar strategies work, when they make sense, and how credit unions are using them to create meaningful, long-term incentives for key leaders. Speakers: Tom Sievewright Director, Executive Benefits ALM First Shirley McMillan Director, Executive Benefits ALM First Register Now
As the Applicable Federal Rate (AFR) continues to climb, the assumptions behind split-dollar designs matter more than ever. Is split-dollar still the right fit for your key talent, or is a 457(f) the better path? Join us to explore high-impact design considerations, potential risks, and how the right SERP strategy can help you retain top […]
Your balance sheet may be the biggest lever your institution isn't fully using. From loan sales and participations to securitization and diversified wholesale funding, institutions have more tools than ever to convert assets into liquidity, funding, and fee income, all while continuing to originate. Done well, these strategies let you "rent your balance sheet": keep […]
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 Speakers: Jason Haley President; Chief Investment Officer ALM First Register Now
Market updates and management strategies needed for a successful balance sheet. Speaker: Thomas Griswold, CFA Managing Director, Advisory Services ALM First Ben Chilanga, CFA Associate, Balance Sheet Strategy, Advisory Services ALM First Register Now
Assessing hedging opportunities in the current market to strengthen financial performance. Held on the third Wednesday of the third month of each quarter. Speakers: Juan Enrique Arreola Director, Advisory Solutions Group ALM First Tyler Long Senior Associate, Advisory Solutions Group ALM First Register Now
