The first day of ALM First’s Financial Institute kicked off at the Las Colinas Resort in Dallas, TX yesterday with an Economic Overview tailored specifically to financial institutions. ALM First’s Chief Investment Officer, Jason Haley, discussed the economic impact of recent Fed policy and bank closures before exploring the factors at play in financial markets for the remainder of 2023.
Day 1 of ALM First Financial Institute kicks off, explores economic changes & future impacts
ALM First
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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