DALLAS—Higher rates and wider asset spreads are positive for depositories largely funded with core deposits, according to Jason Haley, chief investment officer for ALM First.
That message was shared during the opening day of the 2022 ALM First Financial Institute, a three-day event here.
The initial day of the meeting included general sessions and a collaborative panel discussion with Freddie Mac on the state of the mortgage market that focused on the shift from refinance-heavy mortgage production to purchase volume and how affordable housing ties into lending strategies.
There was also a presentation on “The Secondary Market: Loan Strategies in a Changing Landscape,” which provided best practices for participations, whole loan sales and securitizations, according to the company.
‘Key Insights’
ALM First said attendees were able to interact with speakers through the event app and live Q&A discussion.
“The workshop provides key education and timely insights designed to benefit financial depositories’ goals and strategies,: ALM First said.
The meeting, which being held at the Four Seasons Resort and Club, with more than 150 people in attendance, offers three learning tracks: Board, Fundamental and Funds Management.
“Breakout sessions are specifically tailored to meet the knowledge level of attendees and best serve their role within the institution,” ALM First said. “This structure enhances the educational experience for everyone involved in managing or monitoring the balance sheet including CEOs, CFOs, senior management, controllers, treasury staff, financial analysts, accountants, alco and board members.”
Also on Agenda
Other topics being discussed during the initial general sessions include non-traditional investment portfolio strategies, mergers and acquisitions, and overcoming challenges in 2022, the last of which was presented by ALM First co-founder and CEO, Emily Hollis.
For info: www.almfirst.com.
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