How to Construct a Reliable Investment Framework

Finance & Accounting

Managing a fixed-income portfolio is more than just picking a bond. Professional portfolio managers must rely on a thorough investment process. In this webinar, we will discuss the key components of a thoughtful investment process and decision-making framework. Your institution’s investment process can create the foundation for generating superior risk-adjusted returns over a long-time horizon.

Who Should Attend: CEOs, CFOs, Senior Management, Controllers, Treasury Staff, Financial Analysts, Accountants, ALCO and Board Members 

Learning Objectives

  • Learn how to develop an investment philosophy & strategy
  • Expand your knowledge of the investment process
  • Understand the importance of Risk-Adjusted Return Analysis 


Brittany Rollek
ALM First Financial Advisors
Brittany Rollek joined ALM First Financial Advisors in 2013. In her role as Director, Brittany develops holistic partnerships with clients to develop successful balance sheet strategies that maximize performance. This includes interpretation of full balance sheet risk analytics and risk positioning to determine the best opportunities for each client to achieve their financial goals. 
Supported by our experienced team, Brittany provides advice and insights on loan pricing, loan transactions, investment portfolio management, funding strategies, hedging and more. In addition to her leading role working directly with clients, Brittany coordinates internal collaboration to deliver analytics and timely reporting to assist clients throughout the entire process from strategy development through implementation and post-execution analysis. She also serves as project manager for non-traditional investment solutions for ALM First.
Brittany holds a bachelor’s degree in economics from Davidson College in North Carolina.

Webinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $395 $0
Affiliate Member $195 $0
Affiliate Nonmember $395 $0

Season Pass Members receive 4 individual logins to every webinar

Additional Info

Participants will earn 1.0 CPE credit

Field of Study: Specialized Knowledge

Prerequisites: None

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

Refunds and Cancellations: Webinar registrations are non-refundable. If the registrant is unable to attend the designated time and date of the webinar, a playback link and any written materials will be provided within 2 business days following the conclusion of the webinar

Western Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) 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 for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its


Click here to register online