Press Releases
Registration Now Open for In-Person 2021 ALM First Financial Forum in Napa
For Immediate Release: June 8, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Financial institution executives and board members are encouraged to register now for ALM First’s 2021 Financial Forum, which will be held in...
ALM First Applauds NCUA’s Approval of Final Derivatives Rule
For Immediate Release: May 20, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] For months now, ALM First has been a supporter of the NCUA's proposed derivatives rule modernization and we applaud their decision today to unanimously approve...
ALM First Expands Mortgage Pipeline Hedging Team, Welcomes Former Fannie Mae Manager
For Immediate Release: May 19, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] ALM First, a strategic partner for more than 300 financial institutions nationwide, is expanding its mortgage pipeline hedging team. Anthony Olson, previously a...
ALM First Surpasses $55 Billion in Assets Under Management
For Immediate Release: May 3, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide, recently surpassed $55 billion in assets under management. As...
ALM First Assists with 2nd Industry Securitization, Opening the Door to Capital Markets for UNIFY
For Immediate Release: March 25, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for depositories offering commission-free, fee-based advice, served as a consultant for UNIFY Financial...
Day 2 of ALM First Financial Institute Provides In-Depth Educational Sessions
For Immediate Release: March 24, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, TX – The second day of ALM First’s Financial Institute offered attendees a variety of educational sessions to choose from within two customized...
Day 1 of Virtual ALM First Financial Institute Tackles Economy, Mergers, Loan Sales and More
For Immediate Release: March 23, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, TX – The first day of ALM First’s Financial Institute kicked off with an Economic Overview tailored specifically to financial institutions. After...
PollyEx, ALM First Offer Integrated Mortgage Pipeline Hedging for Banks and Credit Unions
For Immediate Release: March 3, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] PollyEx, a mortgage software company focused on the capital markets and secondary users through its Pricing Engine and Loan Trading Exchange, has partnered...
Early-Bird Registration Now Open for Virtual 2021 ALM First Financial Institute
For Immediate Release: January 14, 2021Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – Registration is now open for ALM First’s virtual 2021 Financial Institute, the must-attend conference for EVERYONE involved in managing or...
ALM First Introduces Strategic Net Worth Analysis to Address Capital Adequacy Risks
For Immediate Release: August 26, 2020Contact: Sharon Simpson, (240) 620-4095 or [email protected] Dallas, Texas – ALM First, a strategic partner for more than 300 financial institutions nationwide with more than $40 billion in total assets under...
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“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. Balance sheet advisory services are offered through ALM First Advisors. Financial reporting services, loan introduction services, and other special project services are offered through ALM First Analytics. Neither ALM First nor any of its subsidiaries provide legal, tax, or accounting advice.
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