Why Now is the Time to Hedge Your Mortgage Pipeline
Have you seen your mortgage volumes hit all-time highs over the past 2-3 months? As many community financial institutions struggle with economic uncertainty impacting 2020 budgets, maximizing all potential profit centers is critical. Traditional mortgage pipeline hedging strategies through the agencies may be costing you more while delivering the same results as more efficient alternatives. Join us to learn how, when managed effectively, the mortgage pipeline presents an opportunity to enhance return and profitability through risk reduction and cost savings.
Learning Objectives
- Compare various hedging options for originate-to-sell mortgage models
- Construct and evaluate performance of a TBA MBS hedging program
- Identify secondary benefits of a self-managed hedging operation
*CPE Credit is available
Robert Perry
Principal
Robert Perry is a Principal at ALM First Financial Advisors, joining the firm in 2010. Robert leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. He also provides strategic focus for financial institution client portfolios that are primarily invested in the high credit quality sectors, and is instrumental in balance sheet hedging strategy development.
Brittany Rollek
Director, Advisory Services
Brittany Rollek joined ALM First Financial Advisors in 2013. As a Director for the firm, Brittany is primarily responsible for the client’s management team to customize and implement actionable and effective ALM and investment strategies to maximize client performance. Additionally, Brittany proactively designs sensitivity analyses and scenarios to test client balance sheet exposure to various factors and formulates action plans to optimize client performance within policy and risk tolerances.
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