Industry experts present information and tactics for sound portfolio management
DALLAS, TX (March 11, 2013) – Scholars have declared that the only thing constant in life is change, and anyone in the financial industry is likely to agree. Keeping up with changes is a key ingredient to an institution’s success. That’s why ALM First Financial Advisors, LLC is offering its well-known Financial Institute March 25-27, 2013, at the Four Seasons Resort and Club in Dallas, Texas.
“Managing balance sheet risk is critical for an organization’s success, and this is especially true in today’s environment,” said Angela Calvert, Partner at ALM First. “Familiarity with the latest tools and techniques, as well as up-to-date information on the regulatory front is absolutely necessary to do the job well.”
ALM First’s popular Financial Institute has been expanded to three days, with four separate tracks. Three tracks offer financial professionals courses ranging from fundamental to intermediate and advanced topics, and the fourth track is dedicated to directors.
“Our Financial Institute is designed to provide financial professionals with the critical information and advanced tools necessary in today’s financial marketplace,” said Calvert.
ALM First recommends the event for anyone involved in managing or monitoring the balance sheet including CEOs, CFOs, Senior Management, Controllers, Treasury Staff, Financial Analysts, Accountants, ALCO and Board Members.
Sessions offer information and training on asset liability management, investment and risk-management skills, bond math and portfolio management. Along with the wealth of education provided, participants will benefit from networking opportunities with a variety of industry experts and financial professionals. Up to 16 CPE credits may be earned by attending the Financial Institute.
To register or for more information, visit www.almfirst/financialinstitute.
About ALM First
ALM First Financial Advisors, LLC is a leading, trusted strategic partner for financial advisory services. With more than $18 billion of investments under management, ALM First is an SEC-registered investment advisor, acting as an unbiased third party, offering commission-free, fee-based services to over 175 financial institutions across the country. Since 1995, financial institutions have relied on our industry expertise in formulating strategies to manage risk and enhance return to help them manage their balance sheets and investment portfolios. For more information, call (800) 752-4628, or visit www.almfirst.com.