Robert Perry, Principal, ALM & Investment Strategy of ALM First Financial Advisors, and Nathan Montgomery, CFO of UNIFY Financial Credit Union will be co-presenting a session on Loan Pricing & Portfolio Management during the CUNA Lending Council conference in Anaheim, California next week.
Learning objectives for this session include:
- Understanding opportunity cost and alternative value of loans
- How to analyze economic return and cost components of various loan types
- Key steps to formulate an investment strategy & allocation in line with your objectives
- Using the right systems and tools for effective risk analysis
ALM First will also be exhibiting during the CUNA Lending Council Conference. Attending credit unions are encouraged to stop by Booth Number 202 to learn more about the full-range of asset liability management and other services the firm offers to assist financial institutions.
Interested financial institutions may learn more about all of ALM First’s upcoming speaking engagements, and other educational events, at https://www.almfirst.com/
Nathan Montgomery, CFO of UNIFY Financial Credit Union
Robert Perry, Principal, ALM & Investment Strategy of ALM First Financial Advisors