Level II Fixed Income Workshop - April 2027
|
APR
17
|
|
||||||||||||||||||
A Candidate Engagement Advisory Council sponsored event.
Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% - 15% of the exam there’s a lot of complex quantitative material to digest that can feel overwhelming if you have not seen it before. Are you ready to answer questions on forward interest rates, how to price a bond using a variety of different valuation methodologies, as well as discuss yield curves, credit spreads, and credit default swaps?
Please join Peter Stutz, CFA as he helps prepare you for the fixed income section of the Level II CFA Exam. This workshop will take you through some key concepts as well as provide you with 30-40 exam-type questions covering each of the five learning modules. Mr. Stutz will work through solutions to these problems and provide test taking tips specific to the fixed income portion of the exam.
SPEAKER
Peter Stutz, CFA | Peter H. Stutz is a Vice President and Senior Portfolio Manager in Northern Trust’s Foundation and Institutional Advisors practice, where he serves foundations, endowments, and other nonprofits as a fully outsourced chief investment officer (OCIO). In this role, he leads the development, implementation, and oversight of client investment portfolios. His responsibilities include helping clients establish investment policies and strategic asset allocations, selecting appropriate investment vehicles, executing investment strategies, and maintaining ongoing communication with the board and professional staff.
Pete joined Northern Trust in 2025, bringing more than 30 years of institutional investment experience spanning research, trading, and portfolio management. Most recently, he served as Managing Director and Portfolio Manager at Gideon Strategic Partners, an independent registered investment adviser, where he developed customized investment solutions for individuals and families. Previously, he was a Managing Director and Portfolio Manager at Guggenheim Partners, managing insurance company portfolios and serving on the firm’s Portfolio Construction Group, where he helped develop model portfolios across core fixed income, multi-credit, and multi-asset strategies. Earlier in his career, Pete was a Portfolio Manager at Western Asset Management, specializing in global interest rate and derivative strategies and overseeing U.S. inflation-linked bond portfolios.
Pete holds a BS in Computer Science from the University of Illinois Urbana-Champaign and an MBA from the University of Chicago Booth School of Business. He earned the Chartered Financial Analyst (CFA) designation in 1996 and is a past president of the CFA Society of Los Angeles.
Studying the curriculum issued by CFA Institute is essential to success. CFA Society Los Angeles courses and materials are developed to complement the curriculum and to facilitate the learning process, not to replace it.
|
Registration Fees Registration is open to everyone. You do NOT need to be a member of CFA Society Los Angeles to register. |
All attendees at this event must adhere to CFALA’s Event Code of Conduct and General Terms & Conditions.
Dr. Lawrence Harris, CFA, PhD
James Lewis, CFA, CIPM
Stay in the loop
Get event invitations, member news, and Society updates delivered to your inbox.
