ALM First to discuss loan pricing & portfolio management best practices at CUNA Lending Conference

DALLAS, TX (October 26, 2018) — 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 or by contacting a team member at or 800.752.4628.

Nathan Montgomery, CFO of UNIFY Financial Credit Union

Robert Perry, Principal, ALM & Investment Strategy of ALM First Financial Advisors

About ALM First Financial Advisors

ALM First Financial Advisors is a strategic partner for depositories, offering an array of financial advisory services. Since 1995, our expertise in asset/liability management, fixed income portfolio management and hedging, has allowed us to deliver deeper insights into financial institutions’ balance sheets, strengthening their financial performance and building efficiencies. With more than $50 billion of investments under management, ALM First 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.

“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”); and ALM First Analytics, LLC (“ALM First Analytics”). 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.


Sharon Simpson,
(240) 620-4095 |

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