09-11-2014 Annual Fixed Income Series 2014

Thursday, September 11th, 2014 (date of first class)
5:00pm – 7:00pm

This educational course is designed for those seeking to gain a broader understanding of fixed income strategies.

A sound understanding of fixed income markets and strategies is fundamental for all serious finance and investment professionals. This course examines the characteristics, benefits, and risks of the various fixed income strategies including treasuries, agencies, MBS, international, municipal, corporate, and derivatives. Professionals from prominent local investment firms will lead this series so attendees will obtain unique perspectives on the current market.  Instructors will also share their insights on asset allocation and risk management.

Eligible for 18 CE Credits for CFA Charter holders
Course offered as a 10-class series: (10 consecutive Thursdays): 5:00pm to 7:00pm





Introduction to Fixed Income & Corporates Jordon Lopez, CFA, Payden & Rygel


Mortgages Bill Berliner, Kinecta Federal Credit Union


Treasuries and Agencies Ron Mass, CFA, RDM Capital


Intermediate Bond Valuation

Damon Eastman, CFA, Payden & Rygel


Fixed Income Derivatives

Bill Berliner, Kinecta Federal Credit Union


International Bonds

Tim Rider, CFA


Risk Management in Fixed Income

Ramesh Pandey, PhD, Western Asset Management



Chad Rach, Capital Group


Pension Portfolio Construction Gregory Peeke, CFA, Skrimshaw Investment Management


Fixed Income Portfolios and Analytics

Rama Malladi, CFA, Kubera Investments

*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: $500.00 (for the entire series)
Non-members $550.00 (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:   http://bit.ly/gZojfg, 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, rmalladi@gmail.com 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
Enrollee cancellations must be made in writing and received at least 5 business days before the first day of class.  All cancellations will incur a $30.00 processing fee.  If enrollment is canceled after the 5-day deadline, a 50% cancellation fee will be charged.



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