Fixed Income Series
Thursday, September 29, 2011 (date of first class)
5:00pm – 7:00pm


This course is appropriate for those seeking to gain a broader understanding of fixed income products. A sound understanding of fixed income is essential for all serious finance and investment professionals.


This course provides information to acquire that understanding. Because the course is taught by professionals from prominent local investment firms and bond dealers, students will also obtain the unique perspectives of actual market participants.

The course examines the structure and characteristics of the various bond markets and their particular instruments, including a look at the international bond markets. Instructors are also able to share their insights into asset management and trading strategies.







Fixed Income Fundamentals

Damon Eastman, CFA, Payden & Rygel


Treasuries and Agencies

Bill Berliner, Manhattan Capital



Bill Berliner, Manhattan Capital



Jordon Lopez, Payden & Rygel


Fixed Income Derivatives

Bill Berliner, Manhattan Capital


International Bonds

Tim Rider, CFA, Payden & Rygel



Chad Rach, Capital Group (This class will be held in the Mesa Grande room at TCW)


Individual Portfolio Construction

Gary Larsen, CFA, Wells Fargo Private Bank


Institutional Portfolio Construction

Gregory Peeke, CFA, Skrimshaw Investment Management






*Textbook optional: The Handbook of Fixed Income Securities by Frank Fabozzi

Class handouts will be provided every week by Thursday noon. There are no exams ! 

Registration (click link directly below):
Members: $400.00 (for the entire series)
Non-members $450.00 (for the entire series)


Location:  The TCW Group, 865 S. Figueroa St., Los Angeles, CA 90017

Room:  La Brea room, 18th floor (light snacks will be provided)

Parking:  Joe's Auto Park at 1000 W. 8th (link to map)

Map:, The nearest train station on the website as: 7th Street / Metro Center Station (Red and Purple lines)

Study Materials: Notes will be provided via e-mail before start of each class, no exams


* Speakers and dates can change without notice.  

For questions about the content of the program or suitability, contact

Rama Malladi, CFA, CAIA, FRM, Director of the Educational Programs, or (714) 453-9763


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, 520 S. Grand Ave, Suite 370, Los Angeles CA 90071.

 *Credit card payments will not  be accepted, nor should be given, by phone or email. 


Cancellation Policy: Once the second class begins, there will be no refunds.


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