In Your Best Interest: An ALM First Podcast
21 episodes - English - Latest episode: 3 months ago -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.
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Episodes
19. Crafting Success in the Volatile Landscape of Mortgage Lending
February 07, 2024 16:00 - 29 minutes - 20.1 MBJoin us for a look at the mortgage market's current state as we team up with Jake Silvey, Director of Mortgage Pipeline Hedging at ALM First. From the seismic shifts of post-recession interest rates to the dizzying heights of 2023's market values, we explore strategies that keep lenders afloat. Learn how fine-tuning operations and slashing overhead are critical maneuvers for riding the waves of economic uncertainty and why meticulous process auditing is not just necessary, but at the heart ...
18. Exploring Executive Benefits with Deedee Myers and Tom Sievewright
January 10, 2024 17:00 - 24 minutes - 16.9 MBUnlock insights to successful executive search and talent retention with industry insiders Deedee Meyers and Tom Sievewright in the latest episode of "In Your Best Interest." Discover how the high-stakes game of recruiting top players in financial services demands a blend of strategic foresight and competitive compensation. We delve into the urgency of initiating CEO searches with ample time, and the evolving nature of the CFO role to one that requires a strategic mindset. Our conversation u...
17. Leadership Insights from Two Successful CEOs
September 02, 2022 02:00 - 28 minutes - 19.3 MBOrganizational priorities, new challenges and rising expectations continue to evolve for CEOs and other leadership team members. As a leader, it’s more important than ever to stay optimistic as you help ensure your team is ready to tackle whatever’s next. Join two experienced leaders from ALM First and DDJ Myers as they share insights from successfully growing their businesses, brands and personal followings.
Lending Trends & Loan Transaction Opportunities
May 02, 2022 18:00 - 32 minutes - 22.7 MBHigher rates are generally good for depository balance sheets, income statements and franchise values. But what is the path forward for loan originators in the current environment? In this month’s podcast, Kevin Shaner, Managing Director of ALM First's Loan Transaction Network joins us to discuss best practices in the lending arena along with insider tips to help your institution evaluate loan participations, loan sales, secondary markets, pricing models and profitability.
16. Lending Trends & Loan Transaction Opportunities
May 02, 2022 18:00 - 32 minutes - 22.7 MBHigher rates are generally good for depository balance sheets, income statements and franchise values. But what is the path forward for loan originators in the current environment? In this month’s podcast, Kevin Shaner, Managing Director of ALM First's Loan Transaction Network joins us to discuss best practices in the lending arena along with insider tips to help your institution evaluate loan participations, loan sales, secondary markets, pricing models and profitability.
15. M&A Strategies for Banks & Credit Unions
September 15, 2021 14:00 - 28 minutes - 19.3 MBFinancial institutions should consider M&A as a strategic growth option. The key to an effective transaction is ensuring ensure board members and the C-Suite are on the same page. In this month’s podcast, David Ritter, Managing Director at ALM First, talks about the environment for M&A activity and how boards and executives can come together to achieve growth objectives.
14. Best Practices in Balance Sheet Hedging
August 16, 2021 20:00 - 32 minutes - 22.5 MBIt's a classic banker's dilemma: borrowers want long loans, with today's low interest rates, and banks want to be as short as they can. In a volatile rate environment, we tackle the challenge of risk management and managing your balance sheet, as we discuss hedging strategies with Robert Perry, principal at ALM First.
13. State of the Mortgage Market with Anthony Olson and Alec Hollis
July 12, 2021 00:00 - 28 minutes - 19.7 MB12. Moving into 2021 with Brittany Rollek
May 19, 2021 14:00 - 30 minutes - 21.3 MB11. Status of Community Banks with Nathan Stovell
November 12, 2020 15:00 - 25 minutes - 17.8 MB11. Status of Community Banks with Nathan Stovall
November 12, 2020 15:00 - 25 minutes - 17.8 MB10. Collaboration and Opportunities through 2021 with Jay Johnson
November 04, 2020 15:00 - 40 minutes - 27.5 MB9. Profitability Trends with Brittany Rollek
October 21, 2020 13:00 - 32 minutes - 22.1 MB8. Maximizing Mortgage Profitability for Originators in this Current Environment with Alec Hollis
September 25, 2020 14:00 - 34 minutes - 23.6 MB7. The New Norm for Credit Unions with Nick Ambrosini
September 17, 2020 14:00 - 34 minutes - 23.6 MB6. Capital Planning with Kevin Kirksey & Macie Fults
September 08, 2020 14:00 - 38 minutes - 26.8 MB5. Trends in Fixed Income Investing in the Current Environment with Jason Haley
September 03, 2020 13:00 - 37 minutes - 26 MB4. Trends in Depository Lending with Travis Goodman and Kevin Shaner
August 25, 2020 12:00 - 37 minutes - 25.8 MBTravis 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 policy and risk tolerances. Kevin Shaner joined ALM First in 2018 and currently holds the posi...
3. Mergers & Acquisitions with David Ritter
August 17, 2020 12:00 - 38 minutes - 26.6 MBDavid 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 provides a multitude of advisory services to clients, including merger and acquisition guidance, busin...
1. Introducing In Your Best Interest with Emily Hollis
August 10, 2020 12:00 - 22 minutes - 15.4 MBIn 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.
2. Balance Sheet Management Strategies with Robert Perry
August 10, 2020 12:00 - 32 minutes - 22.2 MBRobert 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 Investment Officer for First Coastal Bank in Manhattan Beach and was a Principal and Product Portfolio M...