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.
CPE Credit Opportunities
*CPE Credit is available
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.
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.
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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Questions or compliants?
If you have any questions or complaints, please contact Madi Wright at (214) 451-2399 or [email protected]st.com.
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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.