Bond School for Credit Unions 1

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. We continue to bring that history of educational experience to a bond school designed specifically for newer 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 that properly aligns with their ALM results and overall balance sheet position.

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
• 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

Who Should Attend

This school is designed for CEOs, CFOs, and those new to their roles in managing or working with the investment portfolio. Directors and new members of the investment and asset/liability management committees will also benefit from the Baker Bond School.

Call Skoshi Heron at 888.990.0010 for more information.