Annual Fixed Income Series 2015
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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.
*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).
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 |
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| 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
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| 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.
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
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
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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. |
