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Can You Justify Your Investment Strategy?Webinar Date: January 24, 2019Sure, every institution has an investment strategy. It is an internal and regulatory must. You probably even reviewed your strategy in the past year. But does the Board understand it, can you...read more
Be Prepared for CECLWebinar Date: December 5, 2018Required adoption and implementation of CECL regulatory requirements may seem distant, but its preparation already needs to be in progress. A robust and transparent model is a must, since precision in forecasts...read more
Investment Strategies in the Current Rate EnvironmentWebinar Date: November 7, 2018The current market environment has raised questions about the impact of a flattening yield curve and a possible inversion . The headlines can make it tough for investors to stay the...read more
This monthly series will offer market updates and impacts on mortgage pipeline hedging.read more
Hedging Strategies in the Current Rate EnvironmentWebinar Date: October 16, 2018Short-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 various...read more
Evaluting Loan Pools WebinarWebinar Date: Evaluting Loan Pools WebinarHigh-performing institutions understand the importance of evaluating all asset classes when constructing their balance sheets, including whole loans. No different from a securities investment or...read more
Evaluating Credit Risk in the Investment PortfolioWebinar Date: Evaluating Credit Risk in the Investment PortfolioAssessing credit risk in investment portfolios requires a dynamic approach that goes beyond a simple reliance on credit ratings. Expected returns must...read more
Applications of Hedging ProgramsWebinar Date: Applications of Hedging ProgramsManaging interest rate risk through product offerings and product pricing can result in balance sheets that produce sub-optimal earnings and value. In this webinar, we will focus on the...read more
Pricing & ProfitabilityWebinar Date: June 21, 2018Pricing policies are critical for lenders; maintaining discipline in this area helps institutions ensure they are adequately compensated for the risks taken on the balance sheet. To maintain profitability, it’s...read more
Comparing RIA vs. Broker/Dealer ModelsWebinar Date: Comparing RIA vs. Broker/Dealer ModelsRegistered Investment Advisors (RIA) and broker/dealers are two staples of the financial services industry. Leveraging both relationships is a pillar of high performing...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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