Live Webinar
Investment Trends & Insights for Credit Unions
Presented By: Trust for Credit Unions & ALM First

“Rarely a straight line” … that’s a phrase veteran market participants understand all too well, and recent activity has brought forth reminders of the various obstacles that can dampen sentiment in any business cycle.

This webinar will help you look beyond the headlines to better understand what is driving the current market trends that could impact your credit union’s investment portfolio. Experts from ALM First, investment advisor for Trust for Credit Unions, and Callahan Financial Services, distributor of Trust for Credit Unions, will share key insights on the latest market news and an analysis of the most recent industry data to help you assess the current landscape.

Join Callahan & Associates and Jason Haley, chief investment officer, ALM First, and Sam Taft, assistant vice president, business development, Trust for Credit Unions, for an interactive discussion about the latest economic and market insights along with investment trends based on 2Q 2021 Performance Data for all U.S. Credit Unions.

Webinar attendees will learn:
How to go beyond the headlines when assessing the current economic and market landscape.
Why hundreds of credit unions have turned to the Trust for Credit Unions Portfolios to deploy excess liquidity in the current environment.
What 2Q 2021 industry data shows us about credit union investment trends.


Thursday, September 16 | 2:00 PM ET 

Callahan & Associates | 1001 Connecticut Ave. NW, Ste. 1001 | Washington, DC 20036
Contact Us: 800.446.7453
Reserve Your Spot
Can't make it to the live session? Register anyway and we'll send you a free recording!