How to Tackle 2021's Investment Challenges

Additional stimulus payments, traditional seasonal liquidity trends, lower loan demand and the low-rate environment could challenge financial institutions even further to deploy excess cash effectively in 2021. Fixed income investment managers are facing tighter asset spreads, making “excess” returns potentially elusive in 2021 as prepayment models struggle to estimate mortgage prepayments and reinvestment needs from new money and portfolio principal reductions continue to be high. We believe now is the time to ensure your depository has a disciplined investment approach that will help you manage risk and generate returns by putting those funds to work and potentially enhancing bottom-line performance. Join us to discuss how to establish guidelines and utilize time-tested best practices to ensure that your portfolio is ready.


Learning Objectives:

  • Understanding an institutional portfolio management framework
  • Defining investment philosophy and strategy
  • Identifying the components of a thorough investment process
  • Determining risk targeting within an ALM framework
  • Evaluating bonds and being critical of commission-based broker proposals when selecting securities
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Robert Perry

Robert Perry


Robert Perry is a Principal at ALM First Financial Advisors, joining the firm in 2010. Robert leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. He also provides strategic focus for financial institution client portfolios that are primarily invested in the high credit quality sectors, and is instrumental in balance sheet hedging strategy development.

Jason Haley

Jason Haley

Chief Investment Officer

Jason Haley is ALM First’s Chief Investment Officer, joining the firm in 2008. He heads ALM First’s Investment Management Group (IMG) and is portfolio manager for the Trust for Credit Unions mutual funds. Jason and his team are responsible for leading the investment process and investment theme development for the firm. Jason also oversees all capital markets activities, including portfolio management, trading, market research & commentary, and execution of hedging and funding strategies for the firm’s depository clients.

Jason holds a MBA with a concentration in finance and a BBA with a concentration in marketing, both from The University of Mississippi.

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