An informational webinar that offers valuable insights and helps interpret changing market conditions. These brief webinars will be scheduled at 10:30 a.m. CDT every 2nd and 4th Wednesday of the month, and will generally last for 15-20 minutes.read more
This monthly series offers market updates and impacts on mortgage pipeline hedging.read more
An informational webinar that offers valuable education and actionable insight.read more
Fundamentals of MSR HedgingWebinar Date: September 12, 2019In order to successfully hedge Mortgage Servicing Rights (MSR) assets, institutions need a sophisticated approach utilizing robust analytical systems that can properly model the negative convexity of the...read more
Budgeting: Risks in Next Year’s Balance SheetWebinar Date: August 29, 2019The strategic planning season is ramping up and many financial institutions have initiated the process of preparing for 2020. In this session, we will identify likely challenges, define...read more
Managing Risk At The Portfolio LevelWebinar Date: July 25, 2019When thinking about balance sheet strategy, it's important to strategize the duration targeting/risk management component of portfolio management. This session focuses on the diversification benefits that...read more
Fundamentals of Liquidity ManagementWebinar Date: July 11, 2019Liquidity management is critical because it gives institutions the ability to take advantage of opportunities as they arise. Well defined liquidity analyses provides the knowledge to evaluate opportunities...read more
When Mortgage Pipeline Hedging is a MustWebinar Date: June 27, 2019Mortgage lenders that originate and sell know that “your mileage may vary” when it comes to business line profitability. In this session we will discuss best practices in a well thought out mortgage...read more
Portfolio Structuring for a Successful InstitutionWebinar Date: May 23, 2019A thoughtful and disciplined investment process should lead to more consistent and predictable earnings from the fixed-income portfolio. In this session we use real life examples to show how...read more
Building Blocks of Investment Reporting & Portfolio ManagementWebinar Date: April 25, 2019The quantity of data and corresponding reports you receive is overwhelming, yet it is required that management properly utilize these data when leading the institution. It...read more
Fundamental of Derivatives & Balance Sheet HedgingWebinar Date: March 22, 2019Short-term market rates may continue to rise, but proper hedging strategies are agnostic to the rate environment and its movements. Join us for this webinar where we will discuss...read more
Join us for this quarterly webinar series as we discuss how credit unions can not only benefit from investing in non 703-compliant investment alternatives, but also how ALM First can assist your institution in reaching your financial goals.read more
Economic uncertainty presents a constant challenge for financial institutions, particularly related to its potential impact to business performance. As depositories move forward with strategic objectives, loan pricing and balance sheet management should remain a top priority. In this session, we will explore frameworks for disciplined approaches to product pricing and its relationship to maintaining and meeting profitability targets.read more
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All investing is subject to risk, including the possible loss of the money you invest.
“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.
INVESTMENT PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, ALM FIRST OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED.