Preparing Your Investment Portfolio for 2021: How to Evaluate Performance & Diversification

As financial institutions continue to see cash coming in from all directions due to net deposit growth, pre-payments and loan run-off, now is the time to ensure your depository has a disciplined approach to put that cash to work effectively. Join us to discuss best practices for establishing an investment philosophy, evaluating risks relative to your full balance sheet, and knowing when to rebalance.

 

Learning Objectives Include:

  • Understanding total return
  • Using covariance analysis to determine what assets to include in the portfolio
  • Determining risk targeting within an ALM framework

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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Jason Haley

Jason Haley

Chief Investment Officer

Jason Haley is ALM First’s Chief Investment Officer, joining the firm in 2008. He heads ALM First’s Investment Management Group (IMG) and is portfolio manager for the Trust for Credit Unions mutual funds. Jason and his team are responsible for leading the investment process and investment theme development for the firm. Jason also oversees all capital markets activities, including portfolio management, trading, market research & commentary, and execution of hedging and funding strategies for the firm’s depository clients.
Rachel Acers

Rachel Acers

Director, Investment Management Group

Rachel Acers joined ALM First Financial Advisors in 2017. As a Director for the firm, Rachel is primarily responsible for the client’s management team to customize and implement actionable and effective ALM and investment strategies to maximize client performance. Additionally, Rachel proactively designs sensitivity analyses and scenarios to test client balance sheet exposure to various factors and formulates action plans to optimize client performance within policy and risk tolerances. As a Director, Rachel also ensures that clients receive accurate and timely information.

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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.