Bond School for Banks

Education is the foundation of performance for investment portfolio managers. This is the reason The Baker Group has presented hundreds of seminars and conferences across the country over the last forty-seven years. We continue to bring that history of educational experience to a bond school designed specifically for new portfolio managers and those who need 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.

What You Will Learn

• Fundamentals of bonds, bond types, and the role of the investment portfolio
• Introduction to bond analytics
• Characteristics of high-performing portfolios
• Introductions to the following investment sectors:
  – Treasuries, Agencies, and CDs
  – Municipal Bonds
  – Mortgage-Backed Securities and Collateralized Mortgage Obligations
  – Commercial Mortgage-Backed Securities
  – Small Business Administration Securities
• Mortgage prepayment analysis
• Regulatory expectations for the investment portfolio
• Portfolio cash flow strategies
• How to develop a written investment strategy
• How to analyze bond offerings

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 405.415.7222 for more information.