Reinvestment risk is rearing its ugly head for investment managers everywhere, but the challenges are especially striking for depositories that have a history of investing…
Posts published in “CFO Currency”
The world is grappling with an issue of enormous scale and I find myself cherishing my family, work family, friends, and amazing clients. Our hearts…
Teachers Federal Credit Union (TFCU), with $7.5 billion in assets and more than 335,000 members, announced today that Denise McGlone joins the executive team as its…
No matter the movement in rate forecasts and growth expectations, liquidity remains critical for healthy institutions. In order to ensure that adequate liquidity sources are…
After years of assisting credit unions and banks navigate the merger & acquisition process, I’ve learned many valuable lessons. One of the most important is…
In our conversations with clients, we often find that depository portfolio managers spend most of their time looking at individual securities and developing an opinion…
Jason Haley, Managing Director, Investment Management GroupALM First Financial Advisors Shahid Sattar, Director, Advisory Services GroupALM First Financials Advisors In response to slower global growth…
Bryan Hatfield Director, Operations, ALM First Financial Advisors Thomas GriswoldManaging Director, Advisory Services, ALM First Financial Advisors In the increasingly competitive mortgage lending market, every…
Timely and accurate management reporting is key to a successful investment management process. There are four reports that are critical to a manager’s success and should…
BY MICHAEL ORAVETZ 2018 proved to be an eventful, and profitable, year for most credit unions. Amidst heightened volatility from domestic and international concerns, credit union…
BY KEN LEVEY Ken Levey, Vice President of Financial Institutions, Kaufman Hall To identify current performance management trends and priorities—and their implications in financial institutions—Kaufman…
BY MICHAEL ORAVETZ Michael Oravetz Since the turn of the calendar year, financial markets have experienced significant change. After severe flattening at the end of…