Contact: Sharon Simpson, (240) 620-4095, sgsimpsonconsulting@mac.com
For Immediate Release: March 27, 2025
Dallas, Texas – The 2025 ALM First Financial Institute wrapped up yesterday after three days of educational sessions at The Ritz-Carlton Dallas, Las Colinas. ALM First’s experts closed the industry-leading conference with general sessions focused on Opportunities in the Secondary Loan Market, Mergers & Acquisitions, and Enterprise Risk Management: A Strategic Holistic Approach.
The conference also included in-depth sessions categorized into three learning tracks, Board, Fundamental, and Funds Management—featuring paths for both balance sheet and investment portfolio management professionals—which were customized to meet the knowledge level of attendees and best serve their role within the institution.
In total, the immersive, three-day event provided 30+ tailored sessions, over 13 hours of targeted education and more than 11 hours of networking opportunities, equipping financial professionals with the tools and actionable strategies to confidently manage ALM and balance sheet complexities.
This year, a record-setting 225 financial professionals attended the in-person event, ranging from financial analysts and ALCO members to executives and board directors.
Attendees expanded their expertise and wrapped up the conference ready to return with actionable insights that directly benefit their institutions, enhancing financial performance and positioning organizations for long-term success in a rapidly evolving landscape.
More information about future ALM First educational opportunities, including the 2025 Derivatives Symposium (June 16-17 in Dallas) and ongoing webinar series, may be found at www.almfirst.com.
About ALM First Group
ALM First was founded in 1995 as a strategic partner for depositories, offering an array of financial advisory services. The firm’s expertise in asset liability management, investment management, balance sheet strategy, secondary market solutions, and specialty financial services, has allowed it to deliver deeper insights into financial institutions’ balance sheets, strengthening their performance and building efficiencies. With approximately $70 billion of investments under management (as of September 30, 2024), 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.
In recent years, ALM First Group has expanded to include several wholly-owned subsidiaries including DDJ Myers, an ALM First Company and ALM First Executive Benefits, LLC. Driven by client needs, the firm now offers various services to help financial institutions optimize their greatest assets – their people.
