March 2–11, 2021
10:00 a.m. CST
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Introduction to Bonds Webinar Series consists of four 1.5-hour sessions spread over two weeks. |
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*Up to 6 Hours of CPE Credits Available |
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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. Several years ago, we used that history of educational experience to introduce an in-person bond school designed specifically for new portfolio managers and those needing to learn the fundamentals of fixed income investing. Unfortunately, the COVID-19 pandemic forced us to cancel our 2020 Baker Bond School, and while we remain confident that we will be able to present an in-person bond school at some point in 2021, there remains a significant demand for basic bond education in the meantime. For this reason, we have decided to present an Introduction to Bonds Webinar Series consisting of four 1-hour and 30-minute sessions spread over two weeks to allow attendees the time to learn the information presented while limiting disruption to their normal work responsibilities. This webinar series is designed to 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. |
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“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
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Who Should Participate
This webinar 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 this webinar. There are no costs for these webinars.
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Session 1
Tuesday, March 2
10am CST
- Introduction to Bonds, Bond Types and the Role of the Portfolio
- Introduction to Bond Analytics
- Characteristics of High Performing Portfolios
- Introduction to Agencies and Callable Agencies
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Session 2
Thursday, March 4
10am CST
- Municipal Bond Fundamentals
- Developing a Thorough Municipal Credit Analysis Process
- How to Effectively Analyze Municipal Offerings
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Session 3
Tuesday, March 9
10am CST
- Introduction to Mortgage-Backed Securities (MBS), Collateralized Mortgage Obligations (CMO), and Commercial MBS
- Managing Prepayment Risk by Understanding the Effect of Underlying Loan Attributes
- How to Effectively Analyze MBS/CMO Offerings
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Session 4
Thursday, March 11
10am CST
- Introduction to Institutional Investment Portfolio Management
- How to Develop a Written Investment Strategy to Achieve Outperformance
- Integrating Portfolio Management with Asset/Liability Management
- Regulatory Expectations for Investments
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The level of learning for this group internet based webinar is intermediate, and basic knowledge of finance and banking is recommended. No advance preparation is required. Because this webinar is presented without charge to attendees, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 1.888.990.0010. |
The Baker Group 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 website: www.learningmarket.org.
After completing this webinar, you will be able to:
- Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
- Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
- Discuss the Investment Strategy Given the Current Economic and Interest Rate Environment
- Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
- Measure and Assess Relative Value Between and Among Bonds
*1.5 hours of CPE credits per session or 6 hours total will be earned for your participation in this group internet based webinar.
*Webinar must be viewed on a desktop computer to obtain CPE credits. Participation cannot be verified for those who use tablets or cell phones.
To contact us with any questions you have, click the contact button below.
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Oklahoma City, OK | Atlanta, GA | Austin, TX | Indianapolis, IN
Long Island, NY | Salt Lake City, UT | Springfield, IL
800.937.2257
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INTENDED FOR USE BY INSTITUTIONAL INVESTORS ONLY. Any data provided herein is for informational purposes only and is intended solely for the private use of the reader. Although information contained herein is believed to be from reliable sources, The Baker Group LP does not guarantee its completeness or accuracy. Opinions constitute our judgment and are subject to change without notice. The instruments and strategies discussed here may fluctuate in price or value and may not be suitable for all investors; any doubt should be discussed with a Baker representative. Past performance is not indicative of future results. Changes in rates may have an adverse effect on the value of investments. This material is not intended as an offer or solicitation for the purchase or sale of any financial instruments. |
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