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Content provided by Bond Investment Mentor LLC, Chris Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bond Investment Mentor LLC, Chris Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Investment Conversations with the Board

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Manage episode 343153152 series 3233643
Content provided by Bond Investment Mentor LLC, Chris Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bond Investment Mentor LLC, Chris Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  • Quarter-end market review (2:29)
  • Moody's report on municipal stress test results (7:43)
  • Listener question: Modified vs. effective duration (9:32)
  • Investment conversations with the board (12:56)
    • The board member's perspective
    • 4 investment conversations
      • Role of the investment portfolio
      • Key fundamental investment concepts
      • Relevant market information
      • Investment updates & strategies
  • BIG NEWS! New online training courses (27:23) (LEARN MORE)

If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.

Do you know someone who could benefit from this information? Please share this episode and podcast with them!

You will find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!

Let’s Connect via Social Media!

LinkedIn: Christopher Nelson, CFA

Facebook: Bond Investment Mentor

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 343153152 series 3233643
Content provided by Bond Investment Mentor LLC, Chris Nelson, and CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Bond Investment Mentor LLC, Chris Nelson, and CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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:

  • Quarter-end market review (2:29)
  • Moody's report on municipal stress test results (7:43)
  • Listener question: Modified vs. effective duration (9:32)
  • Investment conversations with the board (12:56)
    • The board member's perspective
    • 4 investment conversations
      • Role of the investment portfolio
      • Key fundamental investment concepts
      • Relevant market information
      • Investment updates & strategies
  • BIG NEWS! New online training courses (27:23) (LEARN MORE)

If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.

Do you know someone who could benefit from this information? Please share this episode and podcast with them!

You will find more articles, tips, and resources about fixed income investing and portfolio management at BondInvestmentMentor.com. Check it out!

Let’s Connect via Social Media!

LinkedIn: Christopher Nelson, CFA

Facebook: Bond Investment Mentor

  continue reading

44 episodes

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