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 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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