Baker Bond School

Education is the foundation of performance for investment portfolio managers, and that is why The Baker Group has presented hundreds of seminars and conferences across the country over the last forty years. Now we are bringing that history of educational experience to the introduction of a school designed specifically for new portfolio managers and those needing to learn the fundamentals of fixed income investing. The Baker Bond School will give attendees the knowledge to better understand the various types of securities available, how to analyze them effectively, and how to use that knowledge to build and manage a high-performance investment portfolio within the framework of the entire balance sheet.

“The Baker Group has always prided itself on being a top provider of education to financial institutions on a wide range of topics, particularly investments and interest rate risk management. Founded by a professor of banking and economics, education is an essential part of our history.” — Jeff Caughron, President and CEO

What You Will Learn

  • Fundamentals of bonds and bond market investing
  • Understanding the impact of the economy, monetary policy, and interest rates on the bond portfolio
  • Demystifying the complex world of bond analytics including pricing, duration, convexity, and total return
  • Characteristics of high performance portfolios and how industry allocations have changed over the years
  • Introduction to bond types, and the pros and cons of including each in your investment portfolio
        – Treasuries
        – Agencies
        – Municipals
        – Mortgage-Backed Securities (MBS)
        – Collateralized Mortgage Obligations (CMO)
        – Commercial Mortgage-Backed Securities (CMBS)
        – Small Business Administration (SBA) pools
        – Adjustable Rate Securities
  • How to develop an effective municipal credit analysis process
  • Security selection techniques, and how to conduct effective pre-purchase analysis
  • How to analyze bond offerings and Bloomberg screens
  • Regulatory implications for the bond portfolio
  • Incorporating investment portfolio management into asset/liability management

Bond School Schedule

Tuesday, November 5

7:00 a.m.Breakfast
8:00 a.m.Program
12:00 p.m.Lunch
1:00 p.m.Program
4:30 p.m.Adjourn
 6:00 p.m.Dinner Included — Mickey Mantle’s 

Wednesday, November 6

7:00 a.m.Breakfast
8:00 a.m.Program
11:30 a.m.Lunch
12:30 p.m.Program
2:30 p.m.Conclusion


You are responsible for your own hotel reservations. Identify yourself as a Baker Bond School attendee (or group code BBS) when calling 1-800-HILTONS or click here to make hotel reservations. The special room rate will be available until October 6th. Hotel price: Deluxe $189 + tax.


You will receive an email confirmation upon receipt of your registration. You will also receive an email from Skoshi Heron which will have an invoice, including how to pay for the event. For questions, please contact Skoshi Heron at (405) 415-7222.

Note: Dress is business casual for all sessions and activities. Light sweaters or jackets are always a good idea, to assure your comfort during meeting hours as well as evening events.