Day 1 of ALM First Financial Institute kicks off, explores economic changes & future impacts

DALLAS, TX (March 28, 2023) — 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.

Other general sessions included Depository Trends & Regulatory Priorities in 2023 and Shared Challenges & Opportunities: An Industry Discussion before attendees broke off into their chosen learning tracks. The learning tracks—Board, Fundamental, and Funds Management—are customized to meet the knowledge level of attendees and best serve their role within the institution.
This year, more than 200 financial professionals are attending the in-person event, which provides continuing education, financial analyst training, current market trends and industry updates to ensure everyone involved in managing or monitoring the balance sheet remains current with timely insights designed to have a direct impact on the success of their financial institution.
More information about ALM First’s Financial Institute, the upcoming 2023 Financial Forum in September and other educational events may be found at

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.


Sharon Simpson
(240) 620-4095 |

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