44 episodes
Bond Investment Mentor® Chris Nelson, CFA
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- Business
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5.0 • 1 Rating
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Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
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Rates Are Changing, What Should We Do Now?
Chris explores how to navigate investment strategies amidst a constantly evolving rate environment and discusses the factors behind his simple answer to the "what should we do now" question.
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Let's Get Ready for 2024!
Chris shares a five-step process to help prepare you and your institution's investment portfolio for 2024.
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The Importance of Proactive Balance Sheet Management
Chris is joined by guest Darnell Canada from Darling Consulting Group to take a look back at 2023 and discuss how community bankers can position themselves for 2024.
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Diving Into The World of Derivatives
Chris catches up with Bob Newman from Chatham Financial, discussing how community bankers have used derivatives to manage the balance sheet and how they can include them in their strategy toolbox for 2024.
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Revisiting the Rate Setting Playbook
Chris has a conversation with Neil Stanley from The Core Point, taking a look back at 2023 and discussing what's important for community bankers to consider heading into 2024.
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The Ultimate Investment Resource for Community Bankers
Chris announces the launch of a new investment training program designed specifically for community bankers - a one-stop, unbiased source for fixed-income investment and portfolio management knowledge.