
Managing Portfolio Duration
Welcome to Bond Investment Mentor! In this episode, Chris discusses investment portfolio duration management and why it matters for community financial institutions. He also shares a four-step process to help you manage

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Hosted by Chris Nelson, CFA · 🇺🇸 US · EN · 46 episodes
Established thought leaders with verified media credentials.
Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
Chris Nelson, CFA hosts Bond Investment Mentor, a business show with 46 episodes published.

Welcome to Bond Investment Mentor! In this episode, Chris discusses investment portfolio duration management and why it matters for community financial institutions. He also shares a four-step process to help you manage

Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of a periodic strategic check-up for your institution's investment portfolio. He also shares six key checkpoints to help you evaluate the

Welcome to Bond Investment Mentor! In this episode, Chris explores what bond defeasance is, how it works, and how it affects you as an investor. He also discusses how to identify and analyze defeased securities. In this

Welcome to Bond Investment Mentor! In this episode, Chris breaks down callable step-up agency bonds. He explains how these agency bonds work and how these investments could deliver less than you expect. Chris also provid

Welcome to Bond Investment Mentor! In this episode, Chris explores callable agency bonds and examines what you're actually trading away when you buy these securities. He walks through how callable bonds work, the three m

Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of establishing a solid investment pre-purchase due diligence process. He shares a four-question framework to help build a system that wo

Welcome to Bond Investment Mentor! In this episode, Chris explores why most investment policies are built to fight the last crisis and how that reactive approach leaves institutions exposed to emerging risks. He shares a

Welcome to Bond Investment Mentor! In this episode, Chris breaks down bank subordinated debt as community banks face a wave of refinancing offers. Learn what makes sub-debt riskier than typical bonds, the policy foundati

Welcome to Bond Investment Mentor! In this episode, Chris explores why strategic cash flow management should be your number one liquidity tool for managing the investment portfolio. Learn how to move from reactive scramb

Welcome to Bond Investment Mentor! In this episode, Chris discusses prepayment risk, why it may be making a comeback, and how to manage this risk in investment portfolios. In this episode: Celebrating five years of BIM1

Welcome to Bond Investment Mentor! In this episode, Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment. In this episode

In this episode: FOMC decision (1:35)BTFP is officially ending (6:09)Discount Window proposal (7:55)Federal Reserve info on Discount Window collateral (Click here)Rates are changing, what should we do? (11:23)Upcoming in

In this episode: Bond market review (2:14)Federal Reserve update (4:59)BTFP expirationFOMC membership changesPortfolio preparations for 2024 (10:12)Join us at the Fixed Income Institute (LEARN MORE) If you have questions

In this episode: Special Guest: Darnell Canada from Darling Consulting GroupJoin us at the Fixed Income Institute (LEARN MORE)1-on-1 mentoring - Professional development for community bankers (LEARN MORE) If you have que

In this episode: Special Guest: Bob Newman from Chatham FinancialJoin us at the Fixed Income Institute (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentM

In this episode: Special Guest: Neil Stanley from The Core PointPressure Gauge for Bank Funding (Click here to try it!)Join us at the Fixed Income Institute (LEARN MORE) If you have questions about anything covered in th

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Results of FHFA review of FHLB (3:53) (Download FHFA

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Review of bond markets & economic data (1:12)July MB

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Review of bond markets & economic data (1:43)Coming

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments. In this episode: Bond market review (2;34)EMMA - A free muni bond res
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Bond Investment Mentor is hosted by Chris Nelson, CFA. The show is categorised under business (investing) and has published 46 episodes.
Bond Investment Mentor has published 46 episodes.
Bond Investment Mentor regularly covers business, investing, education. It sits in the business category, with a investing focus.
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