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ALM First launches In Your Best Interest podcast

ALM First, a strategic partner to more than 300 depositories nationwide with over $40 billion in assets under management, launches its new podcast series, In Your Best Interest, today. The first two episodes are now live and may be accessed on our website at www.almfirst.com/podcast or wherever you listen to podcasts.

The goal of ALM First’s new podcast is to give financial professionals and board members an insider's view of the latest market trends, explore common depository challenges and share success stories and insights from industry leaders.

The first few episodes will feature:

  •     The Leadership and History of ALM First with Emily Hollis, CFA and CEO
  •     Balance Sheet Management Strategies with Robert Perry, Principal
  •     Mergers & Acquisitions with David Ritter, Managing Director
  •     Trends in Depository Lending & Loan Participations with Travis Goodman, CFA and Principal and Kevin Shaner, Managing Director, Loan Transaction Network

“Remaining up-to-date is very important for our depository clients, especially during uncertain economic times,” said Emily Hollis, CFA, CEO of ALM First. “With in-person events and travel limited, we’re excited to deliver some of our industry-leading content through this new channel. Now, current and potential clients can choose from even more convenient access options.”

We encourage interested credit union and bank professionals to listen regularly and gain new perspectives as our experienced professionals dive into effective balance sheet management techniques and break down best practices. Visit www.almfirst.com/podcast to view the podcast library and sign-up for email notices whenever new episodes become available.

ALM First

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” 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”); ALM First Analytics, LLC (“ALM First Analytics”) and ALM First Executive Benefits, LLC (“ALM First Executive Benefits”). Investment advisory services are offered through ALM First Financial Advisors, an SEC registered investment adviser. Access to ALM First Financial Advisors is only available to clients pursuant to an Investment Advisory Agreement and acceptance of ALM First Financial Advisors’ Brochure.

Contact

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

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