ALM First

In Your Best Interest: An ALM First Podcast

Business EN ↓ 33 episodes

Our goal is to give you an insider's view of the latest market trends, explore common depository challenges and share success stories and insights from industry leaders. Join us to gain new perspectives as our experts dive into effective balance sheet management techniques and break down best practices. Visit our website at https://www.almfirst.com/.

Author

ALM First

Episodes

Maximizing Mortgage Profitability for Originators in this Current Environment with Alec Hollis 25.09.2020 34:16

The New Norm for Credit Unions with Nick Ambrosini 17.09.2020 34:22

Capital Planning with Kevin Kirksey & Macie Fults 08.09.2020 38:56

Trends in Fixed Income Investing in the Current Environment with Jason Haley 03.09.2020 37:47

Trends in Depository Lending with Travis Goodman and Kevin Shaner 25.08.2020 37:30

Travis Goodman is a Principal at ALM First Financial Advisors, joining the firm in 2003. Travis oversees the Advisory Services department, which is responsible for implementing actionable and effective ALM and investment strategies for client financial institutions. In addition to overseeing Advisory Services, he assists large, complex financial institutions in achieving optimal performance within...

Mergers & Acquisitions with David Ritter 17.08.2020 38:43

David Ritter is a Managing Director at ALM First, who works with clients by focusing on both their quantitative and qualitative strategic growth initiatives; whether via facilitating an entire merger and acquisition process, conducting strategic planning, building customized sophisticated yet practical financial scenario analyses models for clients, or creating de novo business plans. David provid...

Introducing In Your Best Interest with Emily Hollis 10.08.2020 22:20

In the premiere episode of In Your Best Interest, we sit down with ALM First CEO, Emily Hollis. Emily joins us to discuss the history and leadership of ALM First. The company celebrates its 25th year in business and we dive into how ALM First got started and the future of the business as it looks ahead.

Balance Sheet Management Strategies with Robert Perry 10.08.2020 32:16

Robert Perry is a Principal at ALM First, joining the firm in 2010. Mr. Perry leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. Mr. Perry has more than 30 years of experience in the banking and bank-consulting businesses. Before joining ALM First, Mr. Perry previously served as Chief Investme...