DiscoverIn Your Best Interest: An ALM First Podcast
In Your Best Interest: An ALM First Podcast
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In Your Best Interest: An ALM First Podcast

Author: ALM First

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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.
19 Episodes
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Join 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 of sustaining profitability.Venture with us into the intricate world of outsourced mortgage processes. Discover how the agility of month-to-month contracts can provide a lifeline for lenders in a rapidly changing environment. We tackle the significance of product and pricing engines for independent bankers and reveal how the strategic adoption of automated systems can streamline operations. And, for those contemplating the leap from best efforts to mortgage-backed securities hedging, we map out how expertly navigating interest rate risks could position you at the vanguard of the industry.In our closing insights, we reveal the potent strategies that can bolster your bottom line amidst investor unpredictability. Hear the transformative tale of a client's windfall through shrewd partnerships with federal home loan banks. Delve into the art of vendor relationship management, where flexible contracts and proactive customer service aren't just perks—they're the pillars of success. For anyone with a stake in the mortgage market, this episode is a treasure trove of insider knowledge, guiding you to thrive in a landscape where only the most adaptable and astute will prosper. Join us and arm yourself with the intelligence to navigate the mortgage industry's future with confidence.ALM First Financial Advisors is an SEC registered investment advisor with a fiduciary duty that requires it to act in the best interests of clients and to place the interests of clients before its own; however, registration as an investment advisor does not imply any level of skill or training. ALM First Financial Advisors, LLC (“ALM First Financial Advisors”), an affiliate of ALM First Group, LLC (“ALM First”), is a separate entity and all investment decisions are made independently by the asset managers at ALM First Financial Advisors. 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. You are encouraged to read these documents carefully. All investments involve risk and may lose money. Speakers today are affiliates of ALM First, an investment adviser registered with the U.S. Securities and Exchange Commission. All investment decisions for client portfolios are made independently by the asset managers at ALM First. The views expressed are those of the speakers, and do not necessarily reflect the views of ALM First or any of its affiliates. These comments may not be relied upon as recommendations, investment advice or an indication of trading intent.
Unlock 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 uncovers the pitfalls of sluggish hiring processes and reinforces the necessity for organizations to pivot quickly to secure the right candidates, ensuring their visions for the future align perfectly with those stepping into leadership roles.All statements are made exclusively on behalf of ALM First Executive Benefits LLC.
Organizational 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. 
Higher 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.
Financial 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. 
It'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.  
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 policy and risk tolerances.Kevin Shaner joined ALM First in 2018 and currently holds the position of Managing Director, Loan Transaction Network and is also responsible for the national banking channel. Kevin has over 20 years of commercial and corporate banking experience and has originated, underwritten, and managed billions of dollars in the primary and secondary loan markets, across a wide variety of loan types including: government contracting, C&I, CRE, SBA, construction, project finance, auto, and residential mortgages.
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 provides a multitude of advisory services to clients, including merger and acquisition guidance, business valuation and strategic planning. He has worked with credit unions, banks, mortgage companies and CUSOs to help build strategies and move quickly towards their financial goals. David also helps clients understand the true value of their business through a wide range of financial valuation services.
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 Investment Officer for First Coastal Bank in Manhattan Beach and was a Principal and Product Portfolio Manager at Smith Breeden Associates, Inc.
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. 
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