Bond Investment Mentor

Chris Nelson, CFA
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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.

  1. HÁ 4 DIAS

    When Did You Last Really Look at Your Investment Policy?

    Welcome to Bond Investment Mentor! In this episode, Chris explores why most investment policies are built to fight the last crisis and how that reactive approach leaves institutions exposed to emerging risks. He shares a practical six-step approach for transforming your investment policy into a forward-looking strategic tool. In this episode: Market & Rate Update (1:37) NEW! Sub-Debt Reference Guide (LEARN MORE) (6:09) Taking a Fresh Look at Your Investment Policy Statement (8:18) Looking Backward - The Reactive Approach What an Effective IPS Actually Is 6 Steps to Building a Forward-Looking IPS Working with Nelson Capital Advisors (29:23) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media! LinkedIn: Christopher Nelson, CFA Connect with Nelson Capital Advisors Interested in discussing how these concepts apply to your institution? I'd welcome the conversation. Email: Chris@NelsonCapitalAdvisors.com Phone: 207-420-2442 Website: NelsonCapitalAdvisors.com About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance. Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities. For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure. Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.

    33 min

  2. 6 DE ABR.

    Investing in Bank Sub-Debt

    Welcome to Bond Investment Mentor! In this episode, Chris breaks down bank subordinated debt as community banks face a wave of refinancing offers. Learn what makes sub-debt riskier than typical bonds, the policy foundation required before investing, and how to perform independent credit analysis on these securities. In this episode: Market & Rate Update (1:32) Follow-Up Investments/Liquidity Discussion on LinkedIn (7:51) Investing in Bank Sub-Debt (12:22) Coming in May - The Community Bank Performance Institute (39:31) (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media! LinkedIn: Christopher Nelson, CFA

    47 min

  3. 20 DE MAR.

    Cash Flow Is King

    Welcome to Bond Investment Mentor! In this episode, Chris explores why strategic cash flow management should be your number one liquidity tool for managing the investment portfolio. Learn how to move from reactive scrambling to proactive liquidity planning, while protecting portfolio income and performance. In this episode: Federal Reserve Update (1:13) FASB Comments on Hedging HTM Securities (7:12) Cash Flow Is King (12:45) Free 3-Day Investment Managers Playbook Series (28:46) (LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media! LinkedIn: Christopher Nelson, CFA

    34 min

  4. 05/04/2025

    The Return of Prepayment Risk Management

    Welcome to Bond Investment Mentor! In this episode, Chris discusses prepayment risk, why it may be making a comeback, and how to manage this risk in investment portfolios. In this episode: Celebrating five years of BIM1 (1:06)Bond market update (2:40)Bond rally and interest ratesFed Chair Powell commentsThe importance of "strategic patience"What's happening with the GDPNow model? (7:30) - Check out Atlanta Fed GDPNowThe return of prepayment risk management (12:32)How to work with Chris (36:00) (LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media! LinkedIn: Christopher Nelson, CFA

    40 min

  5. 22/03/2025

    The Power Of Strategic Portfolio Management

    Welcome to Bond Investment Mentor! In this episode, Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment. In this episode: Upcoming training (2:10)GSBC Executive Development InstituteCommunity Bank Performance InstituteLearn MoreFederal Reserve update (4:00)FOMC decisionBowman nomination for Vice ChairInterest rates and the yield curve (11:35)The power of strategic investment portfolio management (15:16)Investment Training - Bond Basics Course (LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media! LinkedIn: Christopher Nelson, CFA

    38 min

  6. 06/02/2024

    Rates Are Changing, What Should We Do Now?

    In this episode: FOMC decision (1:35)BTFP is officially ending (6:09)Discount Window proposal (7:55)Federal Reserve info on Discount Window collateral (Click here)Rates are changing, what should we do? (11:23)Upcoming investment strategy workshop (LEARN MORE)Two investment training opportunities (22:37)Bond Basics course (LEARN MORE)Community Bank Investments School (CBIS) (LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media! LinkedIn: Christopher Nelson, CFA Facebook:  Bond Investment Mentor

    26 min

  7. 17/01/2024

    Let's Get Ready for 2024!

    In this episode: Bond market review (2:14)Federal Reserve update (4:59)BTFP expirationFOMC membership changesPortfolio preparations for 2024 (10:12)Join us at the Fixed Income Institute (LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media! LinkedIn: Christopher Nelson, CFA Facebook:  Bond Investment Mentor

    29 min

  8. 22/12/2023

    The Importance of Proactive Balance Sheet Management

    In this episode: Special Guest:  Darnell Canada from Darling Consulting GroupJoin us at the Fixed Income Institute (LEARN MORE)1-on-1 mentoring - Professional development for community bankers (LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com. Do you know someone who could benefit from this information? Please share this episode and podcast with them! You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out! Let’s Connect via Social Media! LinkedIn: Christopher Nelson, CFA Facebook:  Bond Investment Mentor

    45 min
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Sobre

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.

Informações

  • Criado por
    Chris Nelson, CFA
  • Anos de atividade
    2019 - 2026
  • Episódios
    49
  • Classificação
    Livre
  • Copyright
    © 2019-2026 Bond Investment Mentor LLC
  • Site do podcast
    Bond Investment Mentor

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