Day 1 of ALM First Financial Forum offers insights on disruption, the economy & deposit strategies
DALLAS, TX (September 24, 2019) — The first day of ALM First’s Financial Forum kicked off with former banking executive and entrepreneur, Scarlett Sieber, sharing her insights on the Future of Financial Services: How Banking is Being Disrupted. Sieber provided examples of organizations that are excelling in the challenging new landscape and drew upon her Fintech experience to provide an overview of the industry shifts that are occurring.
Jason Haley, Managing Director of ALM First’s Investment Management Group, shared his latest Economic & Market Update tailored specifically to financial institutions. After an extremely volatile August driven by trade concerns, Haley discussed the latest economic data and the current divide within the Fed. With mixed readings fueling that debate, Haley advised financial institutions to avoid speculation and reactionary decisions.
Kerry Dannenberg, EVP Capital Markets and Loan Servicing, SWBC Mortgage Corporation, delivered the current State of the Mortgage Industry. With some of the lowest interest rates in modern history, Dannenberg’s session explored key factors to consider as financial institutions develop their strategies for the coming season.
An in-depth panel discussion on Deposit Strategies rounded out the content-rich first day of the Financial Forum. The panel, which included four executives from financial institutions of varying asset sizes across the country, focused on best practices for profitable deposit growth.
The Financial Forum, hosted by ALM First, is the premier event for financial executives to discover insights, formulate strategies, and gain new perspectives about the coming year. With two separate tracks and a variety of speakers including, industry experts and regulators, and numerous networking opportunities, the annual ALM First Financial Forum is the must-attend event for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, ALCO and Board Members.
This year’s event is being attended by over 100 financial executives, board of directors and guests at the beautiful La Cantera Resort & Spa in San Antonio, Texas.
More information about ALM First’s Financial Forum and other educational events may be found at www.almfirst.com.
About 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 December 31, 2023), 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.
