Registration now open for NEW ALM First Hedging & Derivatives Symposium

DALLAS, TX (September 16, 2021) — Financial services professionals are encouraged to register now for the ALM First Investment Strategies Academy: Hedging & Derivatives Symposium, which will be held virtually November 9 – 10, 2021. This inaugural event is part of a brand-new series that will offer more advanced, technical training and hands-on learning experiences to benefit financial managers, staff members and their depositories.

CFOs, investment managers, and ALCO members, as well as Finance, Lending and Accounting executives and staff interested in hedging, are invited to expand their knowledge and sharpen their practical skills while earning 10.2 hours of CPE credit through this exclusive virtual event series. ALM First experts will introduce the fundamentals of hedging with derivatives, show how to develop hedging strategies suitable for your institution, and share best practices for implementing those strategies by leading real-time activities that showcase the potential impact of hedging for attendees.

“Providing top-notch educational opportunities that benefit our clients has always been a focus for ALM First,” said Emily Hollis, CFA, CEO of ALM First. “We’re excited to launch this new virtual Academy series so that our team of experts can share their knowledge, skills and best practices effectively with a wider audience of practitioners.”

Thomas Griswold, CFA, Managing Director Advisory Services, will serve as the host for the symposium. “We hope our multi-day educational symposium will shed some light on some basic tools that many financial institutions use every day to manage risk and enhance product offerings,” he said. “Our goal is to educate and simplify so that financial institutions can gain a competitive advantage.”

Online registration is now open, with early-bird pricing available through October 22, 2021.

To register or learn more, visit the event website.

About ALM First

ALM First 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 $77 billion of investments under management (as of June 30, 2022), 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.

“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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