WASHINGTON– Trust for Credit Unions (TCU), the oldest and largest mutual fund family created for and by credit unions, and its new investment advisor, ALM First Financial Advisors, LLC (ALM First), announced they will be offering complimentary investment seminars this fall to discuss investment trends and opportunities through regional events.
This program will include an overview of credit union performance in 2017, a current economic and market outlook, as well as a discussion on investment strategies to optimize depository portfolios. These lunch & learn events are suitable for credit union CFOs, CEOs and investment managers. The initial, half-day events were held in Boston and Santa Ana earlier this year with additional events planned for San Francisco and Seattle this fall, the companies said.
“TCU was created to serve the industry’s investment needs,” said Jay Johnson, President of TCU. “One of the best ways we can fulfill our mission is by connecting credit union professionals and investment experts through events like these. This gives all of us an opportunity to discuss credit unions’ current needs and explore how we can meet new challenges collaboratively.”
The San Francisco seminar will be held on November 14th, 2017 and the Seattle event will be held on November 17th, 2017. Credit unions interested in attending an upcoming event in their area should visit www.trustcu.com to view more details and register.