Is that Yield Too Good to Be True? How to Evaluate Investment Offerings

Cut through the noise and effectively navigate the barrage of flashy yield offerings. Join us to discuss how to use a disciplined investment process to evaluate the specific securities that make sense for your depository in a risk-adjusted framework. This session will potentially help you and your team work more efficiently as you continue to put excess liquidity to work through in the investment portfolio.

 

Learning Objectives Include: 

  • Understand the importance of OAS modeling
  • Learn how to use prepayment analysis effectively (a review of models – PSA, vectored mortgage modeling, prepayment terminology & conventions by sector)
CPE Credit Opportunities

  • Number of CPE Credits Offered: 1.2
  • Delivery Method: Group-Internet Based
  • Program Level: Intermediate
  • Fields of Study: Finance
  • Prerequisites: None
  • There is no advanced Preparation required

*CPE Credit is available

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Robert Perry

Robert Perry

Principal

Robert Perry is a Principal at ALM First Financial Advisors, joining the firm in 2010. Robert leads ALM First’s Asset Liability Management (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.

Gleb Barkovskiy

Gleb Barkovskiy

Associate, Investment Management Group

Gleb Barkovskiy joined ALM First Financial Advisors in 2017. As an associate in Advisory Services, Gleb is responsible for asset liability analysis, liquidity analysis, and sensitivity testing for financial institutions. Prior to ALM First, Gleb interned at Goldman Sachs in their Fixed Income Asset Management department across Securitized, Alternative Investments, and Product Development desks.

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Cancellation Policy

You may cancel your registration at any time without penalty.

Questions or compliants?

If you have any questions or complaints, please contact Jacob Catalano at (214) 987-9233 or [email protected]

ALM First Financial Advisors, LLC, is registered with the National Association of State Boards of  Accountancy (NASBA) asa sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE Credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org
ALM First” is a brand name for a financial services business conducted by ALM First Group, LLC (“ALM First”) through its wholly owned subsidiaries: ALM First Financial Advisors, LLC (“ALM First Financial Advisors”); ALM First Advisors, LLC (“ALM First Advisors”); and ALM First Analytics, LLC (“ALM First Analytics”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure. The content in this message is provided for informational purposes and should not be relied upon as recommendations or financial planning advice. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.