ALM First Podcast
In Your Best Interest: An ALM First Podcast
Our goal is to give you an insider’s view of the latest market trends, explore common depository challenges and share success stories and insights from industry leaders. Join us to gain new perspectives as our experts dive into effective balance sheet management techniques and break down best practices.
Episode 15 - M&A Strategies for Banks & Credit Unions
Release date: 9/15/2021
Guests: David Ritter, Managing Director, ALM First
Financial institutions should consider M&A as a strategic growth option. The key to an effective transaction is ensuring ensure board members and the C-Suite are on the same page. In this month’s podcast, David Ritter, Managing Director at ALM First, talks about the environment for M&A activity and how boards and executives can come together to achieve growth objectives.
Episode 14 - Best Practices in Balance Sheet Hedging
Release date: 8/16/2021
Guests: Robert Perry, Principal, ALM First
Can a hedging strategy benefit your institution? If you’re interested in managing risk, locking in potential profits, attracting more business or extending the duration of your liabilities, you should consider a hedging strategy. Lay the groundwork for success by working with an experienced asset manager like ALM First, who can help you define a strategy and execute a plan.
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Episode 1: The Leadership and History of ALM First with Emily Hollis
Release date: 8/10/2020
Episode 4: Trends in Depository Lending & Loan Participations with Travis Goodman and Kevin Shaner
Release date: 8/25/2020
Episode 10: Collaboration and Opportunities through 2021 with Jay Johnson
Release date: 2/3/2021
Episode 5: Trends in Fixed Income Investing in the Current Environment with Jason Haley
Release date: 9/3/2020
Episode 8: Maximizing Mortgage Profitability for Originators in the Current Environment with Alec Hollis
Release date: 9/25/2020
Episode 3 – Mergers and Acquisitions with David Ritter
Release Date: 8/17/2020
Episode 6: Capital Planning and Stress Testing with Kevin Kirksey and Macie Fults
Release Date: 9/8/2020
Episode 9: Profitability Trends with Brittany Rollek
Release Date: 10/21/2020
Episode 12: Moving Into 2021 With Brittany Rollek
Release Date: 5/19/2021
Disclaimer: The content in this podcast 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 investment decisions. Current and future holdings are subject to risk and past performance is no guarantee of future results.
Podcasts should not be copied, distributed, published, or reproduced, in whole or in part. Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. The views and opinions expressed by the ALM First Financial Advisors’ speakers are their own as of the date of the recording. Any such views are subject to change at any time based upon market or other conditions and ALM First Financial Advisors disclaims any responsibility to update such views.
These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any ALM First Financial Advisors product. Neither ALM First Financial Advisors nor the speaker can be held responsible for any direct or incidental loss incurred by applying any of the information offered.
ALM First Financial Advisors is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own; however, registration as an investment advisor does not imply any level of skill or training.