Fixed Income Series

SEP
29
Tuesdays, 5:00 pm - 7:00 pm (PST)
 
Location: Online Workshop (Zoom)
 
Schedule: See Below
 
Time: 5:00 pm - 7:00 pm (PST) (10 Tuesdays)
 
Dress: Not Applicable
   
 
Add to Calendar 09/29/2020 5:00 PM 09/29/2020 7:00 pM America/Los_Angeles Fixed Income Series Fixed Income Series Webinar 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. As a participant, you will also have access to course recordings.

 

Week Date Course Instructor Firm
1 Tuesday, Sep. 15 Introduction to Fixed Income & Corporates Damon Eastman, CFA Payden & Rygel 
2 Tuesday, Sep. 22 Corporate Bonds Daniel Dupont, CFA Payden & Rygel 
3 Tuesday, Sep. 29 Treasuries and Agencies Gene Tsui, CFA MUFG
4 Tuesday, Oct. 6 Mortgages Austin Myers, CFA Wells Fargo
5 Tuesday, Oct. 13 Risk Management in Fixed Income Ramesh Pandey, PhD Western Asset Management;
6 Tuesday, Oct. 20 International Bonds Ben Emons Medley Global Advisors
7 Tuesday, Oct. 27 Fixed Income Derivatives Peter Stutz, CFA Guggenheim Partners
8 Tuesday, Nov. 3 Municipals  Ksenia Koban Payden & Rygel
9 Tuesday, Nov. 10 Institutional Portfolio Construction Monica Erickson, CFA DoubleLine
10 Tuesday, Nov. 17 Fixed Income Portfolios and Analytics Rama Malladi, PhD, CFA California State University

*Instructors and dates are subject to change. All changes will be marked in red.

Eligible for 20 CE Credits for CFA Charterholders; Course offered as a 10-class series: (9 consecutive Tuesdays and 1 Wednesday). 


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

Class Handouts and Zoom Meeting Links will be provided via email every week by Tuesday at noon. There are no exams!

 

Registration Fees
$250 (Member) | $300 (Non-Member)

Registration Fees (Individual Classes - All Classes Available for Individual Registration)
$30 (Member) | $35 (Non-Member)

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.

Mail Check To:

CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

*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. Please fax to the CFALA office at (213) 613-1233 or email info@cfala.org.

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.
Chair:
Rama Malladi, PhD, CFA, CAIA, FRM, PMP
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.
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