“Current Issues in Mortgage and MBS Markets”


Bill Berliner


Thursday July 22, 2010
 12:30 pm – 2:10 pm



The CFA Santa Barbara Group, in conjunction with CFALA, is proud to host Bill Berliner, the founder and Principal of Berliner Consulting & Research, for a presentation on Residential Mortgage-Backed Securities (MBS) investing. Bill has 25 years of experience in the financial markets, with stints in MBS research, trading, and operations.  He is also the co-author, with Frank Fabozzi and Anand Bhattacharya, of an award winning book on MBS.  In this presentation, he will draw upon both his understanding of the products and markets as well as experience navigating earlier periods of profound uncertainty.


Topics will include:

·         Refinancing dynamics and MBS prepayment expectations;

·         Credit performance by product and sector;

·         Factors impacting MBS markets over next 12-18 months;

·         Gauging interest rate and credit risks that can impact your portfolio;

·         Private-label issuance dynamics;

·         Portfolio positioning – developing a risk management strategy.


When:              Thursday July 22, 2010
                         12:30 pm – 2:10 pm
                         Lunch begins at 12:30
                         Bill’s presentation from 1:00 to 1:50
                         Questions from 1:50 to 2:10

Location         Stella Mare’s 
                         50 Los Patos

                         Santa Barbara, CA

Note:   Please make your meal selection from the menu below and indicate your choice at the   
             time of registration.

 Registration Links:
                         Members $15
                         Non-members $20


Menu Choices

Thursday July 22, 2010


Salad…mixed greens with crispy red beets, roasted golden beets, tomatoes, and shaved Parmesan cheese with a basil vinaigrette.


AND (please choose one of the following)


[A] Herb crusted salmon with a chardonnay citrus sauce, red roasted potatoes, baby carrots and green beans



 [B] Sautéed chicken breast in a Chardonnay, lemon & caper sauce served with mashed potatoes and julienne vegetables



 [C] Pasta Primavera (vegetarian  option)



Payment Information:


Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 350 S. Grand Ave, Suite 1680, Los Angeles CA 90071.

Credit card payments will not be accepted by phone or email. 


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