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ALM First Financial Forum offers insights on economy, asset pricing & future growth

ALM First’s Financial Forum kicked off with keynote speaker Antonia Hock, a recognized global expert on business innovation and leadership, sharing the market forces defining today’s business landscape along with the strategies and tactics leaders need to thrive in 2023 and beyond.

Jason Haley, ALM First’s Chief Investment Officer, shared his latest Economic & Market Update tailored specifically to financial institutions. While 2022 has been historically bad for fixed income markets and volatility could remain elevated, loan growth has been historically high for community-based financial institutions. Depositories can potentially offset inflation impacts and may be able to prevent future liquidity issues by pricing assets accurately and reinvesting into higher yields and wider spreads to increase risk-adjusted returns.
Throughout the conference, which included executive and board tracks, sessions focused on timely industry issues including the importance of disciplined asset pricing in a hot lending environment, how to navigate tightening liquidity, risk management strategies in a rising and volatile rate environment, and planning for the future with capital strategies and forward-thinking enterprise risk management.
Two general session panel discussions featuring vanguards in the depository industry offering insights on growth strategies, AI/BA, FinTech, and uncommon strategic initiatives rounded out the event. In addition, with numerous networking opportunities, attendees benefited from learning informally from their peers.
The 2023 ALM First Financial Forum will be held at The Ritz-Carlton Bacara, Santa Barbara from September 24-27, 2023. More information on the 2023 Forum and other educational opportunities offered by ALM First may be found by visiting almfirst.com/education-events/.

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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