Incorporating 2020 Lessons into Our 2021 Plans

This year in review webinar will recap a year like no other, sharing important lessons learned and focusing on the latest economic outlook to help depositories and their investment managers prepare for the year ahead.


Attendees will learn:



  • How economic factors impacted fixed income performance this year
  • How successful portfolio managers responded to the uncertainty of 2020 from a
  • What key trends your institutions should consider for 2021


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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.

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