Leveraging Technology for a Better Pricing Experience in Mortgage Pipeline Hedging

 

Tuesday, July 27, 2021

10:30 a.m. – 11.30 a.m. CDT

 

Now more than ever it’s important to have clear, transparent pricing to implement and execute an effective mortgage hedging program. ALM First and Polly have teamed up to provide a simple, effective solution to pricing mortgages, providing transparency for issuers and potential buyers. We will explore how technology has helped improve the process for mortgage issuers as well as participants in the secondary market. Finally, we will show how improved pricing can help with mortgage pipeline hedging, helping institutions mitigate interest rate and investment risk to improve their balance sheets.

 

Learning Objectives:

  • Identify challenges with pricing mortgages, both whole loans and participations
  • Show how evolving pricing engine technology can allow for greater control and efficiency amidst market volatility
  • Highlight how consumers can easily deploy scenario tools to any website via APIs
  • Describe how improved pricing transparency can benefit a mortgage pipeline hedging program
  • Discover how better pricing data can give lenders more confidence and improve execution
  • Demonstrate how mortgage pipeline hedging can mitigate risk and enhance income, potentially improving an institution’s balance sheet.

CPE Credit Opportunities

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

*CPE Credit is available

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Alec Hollis, CFA

Alec Hollis, CFA

Managing Director, ALM Strategy Group

Alec Hollis joined ALM First Financial Advisors in 2012.  As a Managing Director for the ALM Strategy Group, Alec is responsible for product management, including planning and execution of ALM First products and services, particularly related to asset/liability management, hedging and asset management strategy. He also assists in client service, in implementing client balance strategy and hedging programs.

Alec holds a bachelor’s degree in finance from the University of Notre Dame, as well as the Chartered Financial Analyst (CFA) designation.

Jeff Krischer

Jeff Krischer

VP of Business Development, Polly

Jeff Krischer is the VP of Business Development at Polly where he is responsible for developing and building partnerships with banks, lenders, and technology companies throughout the mortgage industry. With 20 years in the mortgage Industry, Jeff brings a broad level of experience and deep level of industry knowledge to Polly and its partners. Prior to joining Polly he held leadership roles with multiple independent mortgage banks. His core contribution has always been strategic leadership rooted in sales and production.

Anthony Olson

Anthony Olson

Director, ALM Strategy Group

Anthony Olson serves as Director of ALM Strategy Group at ALM First, joining the firm in 2021. Anthony uses his in-depth knowledge of mortgage pipeline hedging best practices to assist lenders as they seek to optimize execution and maximize profitability as they sell to the GSEs.

Prior to serving on Fannie’s National Client Delivery Team and Capital Markets Pricing and Sales Desk, Olson was a research analyst for Booz Allen Hamilton. He holds a master’s degree from Georgetown University in Finance and Real Estate along with a bachelor’s degree in economics from University of Michigan.

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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 Madi Wright at (214) 451-2399 or [email protected]st.com.

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.

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.