Protecting Your Bottom Line with Hedging

 

Wednesday, July 27, 2022

11:00 a.m. – 12:00 p.m. CST

 

Market volatility and rising rates shouldn’t throw your institution’s financial performance into question. Learn how hedging with derivatives can help offset rates-related earnings pressure and protect your bottom line as part of a disciplined ALM process. ALM First’s balance sheet strategy and hedging experts will describe how to build a well-designed hedging program from risk assessment to ongoing program management. Explore the various derivative instruments commonly used by depositories to manage interest rate risk and their application in profitable hedging strategies. Before rising rates negatively impact your bottom line, discover when and how to hedge to stabilize earnings and achieve your strategic objectives.

 

Learning Objectives:

  • Identify use cases for off-balance sheet hedging using derivatives
  • Describe common derivative instruments used to hedge interest rate risk
  • Define the elements of a well-designed hedging program

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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Gavin Montgomery

Gavin Montgomery

Director, Advisory Services

Gavin Montgomery joined ALM First Financial Advisors in 2020. As a Director for the firm, Gavin assists financial institutions in building high performing and efficient balance sheets. He develops holistic partnerships with clients, interpreting full balance sheet risk analytics and risk positioning to determine the best opportunities for each institution to achieve their financial goals.

Supported by our experienced team, Gavin provides advice and insights on loan pricing, loan transactions, investment portfolio management, funding strategies, hedging and more. He also coordinates internal collaboration to deliver analytics and timely reporting to assist clients throughout the entire process from strategy development through implementation and post-execution analysis.

Robert Perry

Robert Perry

Principal

Robert Perry is a Principal at ALM First Financial Advisors with more than 30 years of experience in banking and bank-consulting businesses. He joined firm in 2010 to lead ALM First’s Asset Liability Management (ALM) and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. He also provides strategic focus for financial institution client portfolios that are primarily invested in the high credit quality sectors and is instrumental in balance sheet hedging strategy development.

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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]

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.