Bond Investment Mentor®
by Chris Nelson, CFAAre 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.
Copyright: 2019-2023 Bond Investment Mentor LLC
Episodes
Rates Are Changing, What Should We Do Now?
26m · PublishedIn 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 investment strategy workshop (LEARN MORE)
- Two investment training opportunities (22:37)
- Bond Basics course (LEARN MORE)
- Community Bank Investments School (CBIS) (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 managementatBondInvestmentMentor.com.Check it out!
Let’s Connect via Social Media!
LinkedIn:Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Let's Get Ready for 2024!
28m · PublishedIn this episode:
- Bond market review (2:14)
- Federal Reserve update (4:59)
- BTFP expiration
- FOMC membership changes
- Portfolio preparations for 2024 (10:12)
- Join us at the Fixed Income Institute (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 managementatBondInvestmentMentor.com.Check it out!
Let’s Connect via Social Media!
LinkedIn:Christopher Nelson, CFA
Facebook: Bond Investment Mentor
The Importance of Proactive Balance Sheet Management
44m · PublishedIn this episode:
- Special Guest: Darnell Canada from Darling Consulting Group
- Join us at the Fixed Income Institute (LEARN MORE)
- 1-on-1 mentoring - Professional development for community bankers (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 managementatBondInvestmentMentor.com.Check it out!
Let’s Connect via Social Media!
LinkedIn:Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Diving Into The World of Derivatives
35m · PublishedIn this episode:
- Special Guest: Bob Newman from Chatham Financial
- Join us at the Fixed Income Institute (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 managementatBondInvestmentMentor.com.Check it out!
Let’s Connect via Social Media!
LinkedIn:Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Revisiting the Rate Setting Playbook
40m · PublishedIn this episode:
- Special Guest: Neil Stanley from The Core Point
- Pressure 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 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 managementatBondInvestmentMentor.com.Check it out!
Let’s Connect via Social Media!
LinkedIn:Christopher Nelson, CFA
Facebook: Bond Investment Mentor
The Ultimate Investment Resource for Community Bankers
23m · PublishedWelcome 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 Report)
- The Fixed Income Institute: The Ultimate Investment Training for Community Bankers (9:51) (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 managementatBondInvestmentMentor.com.Check it out!
Let’s Connect via Social Media!
LinkedIn:Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Shaping Future Bankers: A Look Inside Pacific Coast Banking School
39m · PublishedWelcome 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 MBS prepayment report (2:04)
- Investment Strategy Workshop in September! (3:31) (Learn More)
- Guest: Gretchen Claflin, Pacific Coast Banking School (5:58)
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 managementatBondInvestmentMentor.com.Check it out!
Let’s Connect via Social Media!
LinkedIn:Christopher Nelson, CFA
Facebook: Bond Investment Mentor
The Basics of SBA Securities
20m · PublishedWelcome 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 Up! - GSBC Economic & Investment Forum (5:11) (Learn More)
- Past episodes on fixed-income security types (6:30)
- Municipal bonds (Click Here)
- Commercial MBS (Click Here)
- The basics of SBA securities (6:56)
- What are SBA securities?
- Variable-rate SBA pools
- Fixed-rate SBA pools
- SBAPs
- SBICs
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
The Basics of Commercial MBS
22m · PublishedWelcome 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 resource (3:51) (Learn More)
- The basics of commercial mortgage-backed securities (7:38)
- What are commercial MBS?
- Call or prepayment protection benefits
- Agency CMBS types
- Fannie Mae - DUS, ACES
- Freddie Mac - Freddie Ks, FRESB
- Ginnie Mae - Project loans
- CMBS risks & considerations
- Download one of the BIM Investment Guides (Learn More)
- Pre-purchase due diligence checklists
- Fed BTFP guide
- Bloomberg yield table guide
- Broker due-diligence checklist
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
The Basics of Municipal Bonds
24m · PublishedWelcome 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 (1:59)
- The latest MBS prepayment data (5:26)
- The basics of municipal bonds (6:51)
- What are municipal bonds?
- Benefits of muni bonds
- Types of municipal bonds
- Taxable-equivalent yields
- Risks & other considerations
- Check out the Bond Basics course!
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
Bond Investment Mentor® has 44 episodes in total of non- explicit content. Total playtime is 19:59:04. The language of the podcast is English. This podcast has been added on August 24th 2022. It might contain more episodes than the ones shown here. It was last updated on April 20th, 2024 09:13.
