ALM First Financial Institute 2024 | ALM First | 24 March 2024 | The Ritz-Carlton Dallas, Las Colinas, 4150 N MacArthur Blvd, Irving, TX 75038, USA

This industry-leading, three-day workshop provides key education and timely insights designed to benefit your institution’s performance by giving you tools and resources to develop clear goals and strategies. This is the must-attend conference 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

This event is designed to give financial professionals an opportunity to obtain pertinent information and actionable take-aways that increase understanding of finance and treasury functions in order to directly benefit current goals and enhance strategies for the future.

2024 Speakers

Rachel Acers
Director, Investment Management Group, ALM First

Gleb Barkovskiy
Director, Investment Management Group, ALM First

Cullen Coxe
Senior Director, Advisory Services, ALM First

Mike Ensweiler
Principal, ALM First

Darren Fago, CFA
Director, Advisory Services, ALM First

Travis Goodman, CFA
Principal, ALM First

Thomas Griswold, CFA
Managing Director, Advisory Services, ALM First

Jason Haley
Chief Investment Officer, ALM First

Savanah Hall
Director, Balance Sheet Strategy, ALM First

Alec Hollis, CFA
Managing Director, ALM Strategy Group, ALM First

Emily Hollis, CFA
Chief Executive Officer, ALM First

Gabby Kisber
Director, Advisory Services, ALM First

Kevin Kirksey
Principal, ALM First

Conrad Lofton
Associate, Investment Management Group, ALM First

Brent Lytle
Director, Advisory Services, ALM First

Gavin Montgomery
Director, Advisory Services, ALM First

Michael Oravetz
Senior Director, Investment Management Group, ALM First

Robert Perry
Principal, ALM First

John Smith
Director, Advisory Services, ALM First

Alain Tourikian
Director, Advisory Services, ALM First

Nick Trentmann
Director, Advisory Services, ALM First

Deedee Myers
CEO, DDJ Myers

Logan Ball
Associate, SSMG, ALM First

Philip Stiehl
Director, Investment Management Group, ALM First

Tom Sievewright
Director, Executive Benefits, ALM First

Shane Williams
Director, Advisory, ALM First

Kirby Hart
Investment Analyst, ALM First

Tyler Madden
Director, ASG, ALM First

Ben Schexnayder
Director, Enterprise Risk Management, ALM First

Peter Myers
Senior Vice President, DDJ Myers

Brandon Pelletier
Director, Strategic Solutions Group, ALM First