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AICPA Conference on Credit Unions 2020

CU2019 - How to Construct a Reliable Investment Framework for 2021 & Beyond

Oct 21, 2020 12:55pm ‐ Oct 21, 2020 2:10pm

Standard: $49.00


Maintaining a disciplined approach to portfolio management may be more critical than ever as the current economic environment continues to evolve. A thoughtful investment process should lead to more consistent and predictable earnings from the fixed-income portfolio. This session will discuss the key components of a process that goes well beyond just picking a bond, as well as digging deeper into some of today’s challenges.

Learning Objectives:
  • Understand an institutional portfolio management framework
  • Define investment philosophy and strategy
  • Identify components of a thorough investment process


  • Emily Hollis, CFA, Founding Partner, CEO, ALM First Financial Advisors
  • Jason Haley, Chief Investment Officer, ALM First Financial Advisors
Category: Concurrent Session (Online)

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