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Understanding What is Going On in the Global Economy and Financial Markets

Wednesday, January 10, 2024


5:30 PM ET


8:30 PM ET

Program Description

Understanding what is going on in the global economy and financial markets and how it affects your financial institution is an ongoing challenge. In this session, Jason will discuss economic and market themes for 2024 and explain what the headlines really mean for community bankers.

Members, in an effort to increase our membership, please invite a guest (non-member) at no charge. Contact Rosemary Ondeck at to register your guest.


    Cocktails & Networking | 5:30pm - 6:30pm ET
    Dinner & Meeting | 6:30pm - 8:30pm ET


Jason Haley

Chief Investment Officer, ALM First

Jason Haley is ALM First’s Chief Investment Officer, heading the Investment Management Group (IMG) and acting as a portfolio manager. As a capital markets professional with more than 20 years of experience with fixed-income portfolio management, trading, and client service, Jason is well-qualified to lead the team responsible for 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 ALM First’s depository clients.


Sheraton Valley Forge Hotel

480 N. Gulph Road

Event Sponsor(s)

ALM First Financial Advisors

Credit Hours

Earn up to 1 Hour of CPE Credit.

  • Level:


  • Prerequisites:


  • Advance Preparation:


  • Field of Study:

Economics - Technical

  • Instructional Method:

Group Internet Based

  • Length:

60 Minutes


For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web:

Refunds and Cancellations

A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.


Member Rate:


Non-Member Rate:


Send us a message to let us know you're coming, but paying later.

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