Contact: Sharon Simpson, (240) 620-4095, sgsimpsonconsulting@mac.com
For Immediate Release: September 28, 2022
ALM First’s Financial Forum kicked off with keynote speaker Antonia Hock, a recognized global expert on business innovation and leadership, sharing the market forces defining today’s business landscape along with the strategies and tactics leaders need to thrive in 2023 and beyond.
Jason Haley, ALM First’s Chief Investment Officer, shared his latest Economic & Market Update tailored specifically to financial institutions. While 2022 has been historically bad for fixed income markets and volatility could remain elevated, loan growth has been historically high for community-based financial institutions. Depositories can potentially offset inflation impacts and may be able to prevent future liquidity issues by pricing assets accurately and reinvesting into higher yields and wider spreads to increase risk-adjusted returns.
Throughout the conference, which included executive and board tracks, sessions focused on timely industry issues including the importance of disciplined asset pricing in a hot lending environment, how to navigate tightening liquidity, risk management strategies in a rising and volatile rate environment, and planning for the future with capital strategies and forward-thinking enterprise risk management.
Two general session panel discussions featuring vanguards in the depository industry offering insights on growth strategies, AI/BA, FinTech, and uncommon strategic initiatives rounded out the event. In addition, with numerous networking opportunities, attendees benefitted from learning informally from their peers.
The 2023 ALM First Financial Forum will be held at The Ritz-Carlton Bacara, Santa Barbara from September 24-27, 2023. More information on the 2023 Forum and other educational opportunities offered by ALM First may be found by visiting almfirst.com/education-events/.
About ALM First
ALM First is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $67 billion of investments under management (as of December 31, 2021), 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.
