Jason Haley
Chief Investment Officer, ALM First Financial Advisors
Jason Haley is ALM First's Chief Investment Officer, joining the firm in 2008. He heads ALM First's Investment Management Group (IMG). Jason and his team are responsible for leading the investment process and investment theme development for the firm. Jason also oversees all capital markets activities, including portfolio management, trading, market research & commentary, and execution of hedging and funding strategies for the firm's depository clients.
Jason holds a MBA with a concentration in finance and a BBA with a concentration in marketing, both from The University of Mississippi.
Appearances
Identification24DateOctober 23, 2013This session will assess the current state of the fixed-income capital markets, including a look at the significant impact of the Federal Reserve’s large-scale asset purchases (LSAPs) on pricing and volatility across multiple sectors…Speaker
Chief Investment Officer, ALM First Financial Advisors
Identification24DateOctober 23, 2013This session will assess the current state of the fixed-income capital markets, including a look at the significant impact of the Federal Reserve’s large-scale asset purchases (LSAPs) on pricing and volatility across multiple sectors…Speaker
Chief Investment Officer, ALM First Financial Advisors
IdentificationCU2019DateOctober 21, 2020Maintaining 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…Speakers
Emily Hollis, CFAFounding Partner, CEO, ALM First Financial AdvisorsChief Investment Officer, ALM First Financial Advisors$49Standard Price
IdentificationCU2212DateOctober 25, 2022There are three common attributes of high-performing financial institutions, regardless of the current Fed rate or market volatility. Learn how staying disciplined in the face of others’ concern better positions your balance sheet in a changing rate environment…Speakers
Chief Investment Officer, ALM First Financial AdvisorsPrincipal, ALM & Investment Strategy, ALM First Financial Advisors$49Standard Price
IdentificationCU2215DateOctober 25, 2022Although the interest rate environment has changed rapidly, depositories with a disciplined asset-liability management framework are best suited to weather the storm. Learn practical strategies for building a balance sheet that is resilient in any rate environment…Speakers
Chief Investment Officer, ALM First Financial AdvisorsPrincipal, ALM & Investment Strategy, ALM First Financial Advisors$49Standard Price
IdentificationCU2307DateOctober 24, 2023A historic Fed tightening cycle contributed to multiple bank failures in 2023 and shined a light on poor risk management practices…Speakers
Chief Investment Officer, ALM First Financial AdvisorsPrincipal, ALM & Investment Strategy, ALM First Financial Advisors$49Standard Price
