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In Your Best Interest: An ALM First Podcast - Balance Sheet Management Strategies with Robert Perry

Balance Sheet Management Strategies with Robert Perry

08/10/20 • 32 min

In Your Best Interest: An ALM First Podcast

Robert Perry is a Principal at ALM First, joining the firm in 2010. Mr. Perry leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. Mr. Perry has more than 30 years of experience in the banking and bank-consulting businesses. Before joining ALM First, Mr. Perry previously served as Chief Investment Officer for First Coastal Bank in Manhattan Beach and was a Principal and Product Portfolio Manager at Smith Breeden Associates, Inc.

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Robert Perry is a Principal at ALM First, joining the firm in 2010. Mr. Perry leads ALM First’s ALM and Investment Strategy Groups and is responsible for the development of asset liability and investment portfolio themes for the firm. Mr. Perry has more than 30 years of experience in the banking and bank-consulting businesses. Before joining ALM First, Mr. Perry previously served as Chief Investment Officer for First Coastal Bank in Manhattan Beach and was a Principal and Product Portfolio Manager at Smith Breeden Associates, Inc.

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David Ritter is a Managing Director at ALM First, who works with clients by focusing on both their quantitative and qualitative strategic growth initiatives; whether via facilitating an entire merger and acquisition process, conducting strategic planning, building customized sophisticated yet practical financial scenario analyses models for clients, or creating de novo business plans. David provides a multitude of advisory services to clients, including merger and acquisition guidance, business valuation and strategic planning. He has worked with credit unions, banks, mortgage companies and CUSOs to help build strategies and move quickly towards their financial goals. David also helps clients understand the true value of their business through a wide range of financial valuation services.

In Your Best Interest: An ALM First Podcast - Balance Sheet Management Strategies with Robert Perry

Transcript

Robert Perry

And at the time I was at a crossroads of either going back to business school or moving on to something a little bit more challenging. And at the time I met Doug Breeden , who was a professor of finance at Duke University and Doug owned and ran a bank and thrift consulting firm in Chapel Hill. Ultimately, I did move to Chapel Hill , even though I was a wolf pack guy...

Mike Ensweiler

Welcome everyone

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