ALM Training for Board Members

Four-Part ALM Training Series
(each approximately 15 minutes in length)

Session 1:
What is Asset-Liability Management?

Session 2: 
Net Interest Income and Net Income

Session 3:
Net Economic Value

Session 4:
ALM as a Tool


Recorded Webinar:  Discussion of ALM for Board Members and how it can help prepare for various risks brought on by a change in the interest rate environment.

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Presentation slides are available for this webinar - request them here.


Presenter: 
Kris Muller, CFA, Senior Portfolio Manager, Balance Sheet Solutions

Webinars

Balance Sheet Solutions' financial professionals deliver free webinars on essential topics throughout the year.

Gain from the knowledge of teams who specialize in investments and risk management.* Discover tactics to help protect your balance sheet from inevitable economic and market fluctuations, mitigate risk and identify suitable investment opportunities

Because the webinars are recorded, there is always an opportunity to view them at your convenience.


Your ALM Model Validation

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Presenters: Jim Mathews, Senior Consultant, ALM, Balance Sheet Solutions and James Craven, Vice President, ALM, McQueen Financial Advisors

Presentation Slides are available for this webinar - request them here.



Enhancing Income in Your Investment Portfolio

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Presenter: Gregory PerryInstitutional Fixed Income Sales Representative

Presentation Slides are available for this webinar - request them here.



Understanding Market Risk in Fixed Income Portfolios

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Presenter: Michael Finley, Senior Portfolio Analyst

Presentation Slides are available for this webinar - request them here.



Loan Participations

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Presenter: Kris Muller, CFA, Senior Portfolio Manager, Balance Sheet Solutions and Bill Paton, AVP, Lending & Participations, Alloya Corporate FCU

Presentation Slides are available for this webinar - request them here.



Introducing Premier Portfolio

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Presenter: Lisa Schultz, Institutional Fixed Income Sales Representative

Presentation Slides are available for this webinar - request them here.



Economic Update & Portfolio Implications

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Presenter: Ryan McCarroll, CFA, Senior Portfolio Manager

Presentation Slides are available for this webinar - request them here.


A Guide to Effective ALM Modeling

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Presenters: Eric Li, Senior ALM Analyst and Bill Verret, Senior Consultant, ALM

Presentation Slides are available for this webinar - request them here.


Evaluating Interest Rate Risk in Your Budget Planning

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Presenter: Steve Waddell, Senior Consultant, ALM

Presentation Slides are available for this webinar - request them here.



Liquidity and Deposit Trends

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Presenter: Kristina MullerCFA, Senior Portfolio Manager

Presentation Slides are available for this webinar - request them here.



Net Interest Income Back Testing

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Presenter: Jim Mathews, Senior Consultant, ALM

Presentation Slides are available for this webinar - request them here.



Four Actionable Strategies for Your Investment Portfolio

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Presenter: Ryan McCarroll, CFA, Senior Portfolio Mananger

Presentation Slides are available for this webinar - request them here.



Identifying Value in the Fixed Income Markets

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Presenter: Gregg Perry, Institutional Fixed Income Sales

Presentation Slides are available for this webinar - request them here.



Making Your Portfolio Work for You

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Presenter: John Almeida, CFA, Institutional Fixed Income Sales Representative

Presentation Slides are available for this webinar - request them here.



Finding the Right CMO

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Presenter: Joe Dunham, Account Executive

Presentation Slides are available for this webinar - request them here.



Portfolio Re-Balancing Strategies in 2018

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Presenter: Kristina Muller, CFA, Senior Portfolio Manager

Presentation Slides are available for this webinar - request them here.



Interpreting ALM Interest Rate Risk Reports

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Presenter: Matt Behar, Assistant Vice President, ALM Consulting

Presentation Slides are available for this webinar - request them here.


Collateralized Mortgage Obligations (CMOs)
A Valid Option in the Current Market

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Presenter: Joe Dunham, Account Executive

Presentation Slides are available for this webinar - request them here.


Items to Consider When Selling Investments

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Presenter: Ryan McCarroll, CFA, Senior Portfolio Mananger

Presentation Slides are available for this webinar - request them here.


Managing Liquidity in a Rising Rate Environment

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Presenter: Steve Waddell, CPA, Senior Consultant, ALM

Presentation Slides are available for this webinar - request them here.


 

Risk Management and Enhancing Investment Decisions

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Presenters: Patty Moen, Institutional Fixed Income Sales Representative, Balance Sheet Solutions and Michael Finley, Senior Portfolio Analyst, Balance Sheet Solutions

Presentation Slides are available for this webinar - request them here.


Reviewing Your ALCO Program

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Presenter: Kristina Muller, CFA, Senior Portfolio Manager, Balance Sheet Solutions

Presentation Slides are available for this webinar - request them here.


Mortgage Servicing Rights - What You Need to Know

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Presenter: Dan Frilot, SVP, ALM Risk Mangement

Presentation Slides are available for this webinar - request them here.


Building the Optimum Portfolio

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Presenter: Amy Piche, Institutional Fixed Income Sales Representative

Presentation Slides are available for this webinar - request them here.


Advanced Portfolio Analytics and Strategies for Rising Rates

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Presenter: Ryan McCarroll, CFA, Senior Portfolio Mananger

Presentation Slides are available for this webinar - request them here.


 

* Broker-dealer and marketable investment topics are offered by Balance Sheet Solutions' registered representatives of ISI, member FINRA/SIPC. Webinars conducted before 11/30/12 were administered solely by Balance Sheet Solutions, LLC.