Fixed Income Series - 2018
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Nov
20
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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 20 CE Credits for CFA Charterholders; Course offered as a 10-class series: (9 consecutive Tuesdays, 1 Wednesday).
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.
| Week | Date | Course | Instructor | Firm |
| 1 | Tuesday, Sep. 25 | Introduction to Fixed Income & Corporates | Damon Eastman, CFA | Payden & Rygel |
| 2 | Tuesday, Oct. 02 | Corporate Bonds |
Alfred Giles, CFA |
Payden & Rygel |
| 3 | Tuesday, Oct. 9 | Treasuries and Agencies | Ron Mass | Almitas Capital |
| 4 | Tuesday, Oct. 16 | Risk Management in Fixed Income | Ramesh Pandey, Ph.D. | Western Asset Management |
| 5 | Tuesday, Oct. 23 | Fixed Income Derivatives | Bill Berliner | Mortgage Capital Trading |
| 6 | Tuesday, Oct. 30 | International Bonds | Ben Emons | Intellectus Partners |
| 7 | Tuesday, Nov. 6 | Mortgages | Bill Berliner | Mortgage Capital Trading |
| 8 | Tuesday, Nov. 13 | Municipals | Ksenia Koban | Payden & Rygel |
| 9 | Tuesday, Nov. 20 |
Pension Portfolio Construction |
Ben Emons |
Intellectus Partners |
| 10 | Wednesday, Nov. 28 |
Fixed Income Portfolios and Analytics |
Rama Malladi, PhD, CFA |
California State University |
*Instructors and dates are subject to change.
Eligible for 20 CE Credits for CFA Charterholders; Course offered as a 10-class series: (9 consecutive Tuesdays, 1 Wednesday).
*Textbook optional: The Handbook of Fixed Income Securities by Frank Fabozzi
Class handouts will be provided every week by Tuesday at noon, except for the last class which will be sent Wednesday at 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 |
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Registration Fees (Individual Classes - All Classes Available for Individual Registration) Registration is closed. Walk-ins Welcome |
Parking Information
Click links for address and rates
Pershing Square Garage: Rates vary
Central Library Parking: Rates vary
Joe's Auto Parks: $12
Pacific Center Parking: $15
More Parking Options (Click link)
WARNING: Parking at Millennium Biltmore - $45 Daily Max; $4.50 each 15 minutes
Click links for address and rates
Pershing Square Garage: Rates vary
Central Library Parking: Rates vary
Joe's Auto Parks: $12
Pacific Center Parking: $15
More Parking Options (Click link)
WARNING: Parking at Millennium Biltmore - $45 Daily Max; $4.50 each 15 minutes
Payment Information
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
We accept the following:
If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.
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
Series 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. Series Enrollees will not be refunded for any individual classes they miss.
Individual Course cancellations must be received in writing by 9:00 am the day prior to the course to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or email info@cfala.org. Member "no-shows" will be billed the difference between the member fee and the non-member fee for the individual course.
Series 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. Series Enrollees will not be refunded for any individual classes they miss.
Individual Course cancellations must be received in writing by 9:00 am the day prior to the course to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or email info@cfala.org. Member "no-shows" will be billed the difference between the member fee and the non-member fee for the individual course.
Chair:
Rama Malladi, PhD, CFA
Rama Malladi, PhD, 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 20 credit hours (or 2 hours per course). If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
