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
Liquidity Forecasting: A Must for 2020 PlanningWebinar Date: November 14, 2019 No matter the movement in rate forecasts and growth expectations, liquidity remains critical for healthy institutions. In order to ensure that adequate liquidity sources are available in...read more
Value in Non-Agency RMBSWebinar Date: November 7, 2019 ALM First recently added an allocation to non-agency Residential Mortgage-Backed Securities (RMBS) in its Core Spread Portfolio. In this webinar, ALM First’s Investment Management Group will review the current...read more
Assessing Relative Value in the Capital MarketsWebinar Date: October 24, 2019Once you have identified your institution’s strategic needs, now what? Next is the evaluation of the best opportunities to execute in the securities portfolio and secondary markets that...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
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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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