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Author ALM First

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Contact: Sharon Simpson, (240) 620-4095, sgsimpsonconsulting@mac.com


For Immediate Release: April 9, 2024

Dallas, TX – Registration is now open for ALM First’s 2025 Derivatives Symposium—a premier in-person mini-conference designed for treasury and risk professionals to deepen their understanding of derivatives programs and explore cutting-edge strategies for managing interest rate risk and enhancing financial performance.

The event will be held June 16 – 17, 2025 at the Hotel Vin in Grapevine, Texas, conveniently located just minutes from Dallas-Fort Worth (DFW) airport.

“The Derivatives Symposium was designed to deliver professional education in a timely and highly actionable manner,” says Alec Hollis, CFA, Managing Director, ALM Strategy Group. “Throughout ALM First’s 30-years of service, we have been proactively seeking new ways to meet our clients’ most pressing needs. We’re pleased to offer this unique event as more financial institutions seek comprehensive hedging and derivative solutions to help them manage interest rate risk.”

Attendees will gain practical insights into navigating market volatility, optimizing risk management frameworks, and aligning hedging activities with regulatory requirements. Designed for a variety of roles, including finance professionals, risk managers, accounting experts and more, this session will equip attendees with the knowledge and tools needed to implement effective hedging strategies in today’s dynamic financial landscape.

The 2025 Derivatives Symposium will have attendance limits to foster meaningful engagement. Each institution may register up to 2 attendees. For questions, please reach out to events@almfirst.com.

More information about ALM First’s educational opportunities 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.

ALM First

ALM First was founded in 1995 with the focus on financial advisory services for credit union clients.

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