Annual Fixed Income Series 2015

SEP
10
Thursday, 5:00 pm - 7:00 pm
 
Location: TCW
865 S Figueroa St. #1800
Los Angeles, CA 90017
 
Speakers: See Below
 
Time: 5:00 pm - 7:00 pm (10 consecutive Thursdays)
 
Dress: Business Casual
   
 
Add to Calendar 09/10/2015 5:00 PM 09/10/2015 7:00 pM America/Los_Angeles Annual Fixed Income Series 2015 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. TCW 865 S Figueroa St. #1800 Los Angeles, CA 90017 CFALA info@cfala.org false MM/DD/YYYY
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.
 
    Location: TCW,
Time: 5-7PM
   
Week Date Course Instructor Firm
1 Thursday, Sep. 10, 2015 Introduction to Fixed Income & Corporates Jordan Lopez, CFA Payden & Rygel 
2 Thursday, Sep. 17, 2015 Mortgages Bill Berliner Kinecta Federal Credit Union
3 Thursday, Sep. 24, 2015 Treasuries and Agencies Ron Mass RDM Capital
4 Thursday, Oct. 01, 2015 Intermediate Bond Valuation Damon Eastman, CFA Payden & Rygel 
5 Thursday, Oct. 07, 2015 Fixed Income Derivatives Bill Berliner Kinecta Federal Credit Union
6 Thursday, Oct. 15, 2015 Municipals  TBD TBD
7 Thursday, Oct. 22, 2015 Risk Management in Fixed Income Ramesh Pandley, Ph.D. Western Asset Management
8 Thursday, Oct. 29, 2015 International Bonds Marcela Meirelles TCW
9 Thursday, Nov. 05, 2015 Pension Portfolio Construction Greg Peeke Skrimshaw Investment Management
10 Thursday, Nov. 12, 2015 Fixed Income Portfolios and Analytics Rama Malladi, CFA Kubera Investments

*Instructors and dates are subject to change.

Eligible for 18 CE Credits for CFA Charterholders; Course offered as a 10-class series: (10 consecutive Thursdays). 


*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!

Study Materials: Notes will be provided via e-mail before start of each class

 

Registration Fees
$500 | $550 (Non-Member)
Payment Information
We accept the following:

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 655, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.

Cancellations
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.

Chair: 
Rama Malladi, CFA
As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 18 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.
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