Fixed Income Series
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.
|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||TBA||TBA|
|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||Wednesday, Nov. 18||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, except for the last class which will be sent Wednesday at noon. There are no exams!
Registration Fees (Individual Classes - All Classes Available for Individual Registration)
We accept the following:
If you prefer to pay by check please email firstname.lastname@example.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.
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 email@example.com.
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 firstname.lastname@example.org.
Rama Malladi, PhD, CFA
|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.|