For Immediate Release:  January 9, 2020
Contact: Sharon Simpson, (240) 620-4095 or [email protected]

Dallas, Texas – Six new sessions will focus on mortgage assets during ALM First’s 2020 Financial Institute, the highly-rated conference for continuing education, financial analyst training, current market trends and industry updates to ensure everyone involved in managing or monitoring the balance sheet remains current with timely insights designed to have a direct impact on the success of your financial institution.

The workshop will be held at the Four Seasons Resort and Club in Dallas, March 22-25, 2020. Board of directors, financial analysts, treasury staff, C-suite level executives, and others involved in their financial institution’s balance sheets, are invited to attend.

“Mortgage asset analysis is a hot topic for many of our clients as we head into 2020,” said Robert Perry, Principal of ALM First. “That’s why we’ve added new sessions this year with an emphasis on how to best evaluate and integrate this important asset class.”

Specific sessions will include:

  • An Introduction to Mortgage Assets and Mortgage Risk Analytics
  • Understanding Risk & Return in Portfolios of Mortgage Assets
  • Evaluating Mortgages: Accounting & Economics
  • Hedging Mortgages in an ALM Framework
  • Dynamically Hedging Mortgage Origination Pipelines
  • Integrating Mortgage Analyses in a Successful Profitability Framework

“We’re excited about this opportunity for financial professionals of all levels to obtain pertinent information and enhance their understanding of finance and treasury functions that directly benefit current goals and enhance strategies for the future,” said Emily Hollis, CFA, CEO of ALM First.

Online registration is now open for the annual three-day educational conference, with early-bird pricing available through Friday, Feb. 14.

The 2020 Financial Institute’s three learning tracks, Board, Fundamental, and Funds Management, are specifically tailored to meet the knowledge level of attendees and best serve their role within the institution.

In addition to the breakout tracks, general sessions will offer an economic overview, panel discussions, and roundtable discussions on industry hot topics such as mergers and acquisitions and balance sheet management best practices . The conference will also feature several networking opportunities, including three evening events, as part of the registration fee.

Attendees may earn up to 15 CPE credits. Visit the 2020 Financial Institute web page for more information.

About ALM First

ALM First is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $25 billion of investments under management, ALM First Financial Advisors is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 300 financial institutions across the country.

For more information, call (800) 752-4628, or visit