Education is the foundation of performance for investment portfolio managers. This is the reason The Baker Group has presented hundreds of seminars and conferences across the country over the last forty-five years. We continue to bring that history of educational experience to a bond school designed specifically for new portfolio managers and those who need to learn the fundamentals of fixed income investing. The Baker Bond School will give attendees the knowledge to better understand the various types of securities available, how to analyze them effectively, and how to use that knowledge to build and manage a high-performance investment portfolio within the framework of the entire balance sheet. WHAT YOU WILL LEARN • Fundamentals of bonds, bond types, and the role of the investment portfolio • Introduction to bond analytics • Characteristics of high-performing portfolios • Introductions to the following investment sectors: — Treasuries, Agencies, and CDs — Municipal Bonds — Mortgage-Backed Securities and Collateralized Mortgage Obligations — Commercial Mortgage-Backed Securities — Small Business Administration Securities • Mortgage prepayment analysis • Regulatory expectations for the investment portfolio • Portfolio cash flow strategies • How to develop a written investment strategy • How to analyze bond offerings WHO SHOULD ATTEND This school is designed for CEOs, CFOs, and those new to their roles in managing or working with the investment portfolio. Directors and new members of the investment and asset/liability management committees will also benefit from the Baker Bond School. THE BAKER GROUP’S Baker Bond School BOND SCHOOL SCHEDULE Thursday, September 18, 2025 Breakfast, Program, Lunch, Program, Adjourn, Dinner Friday, September 19, 2025 Breakfast, Program, Concludes at Noon ACCOMMODATIONS A block of rooms is available at the Lively Hotel on Oak. Identify yourself as a Baker Bond School attendee when calling 405.849.4777 to make online hotel reservations. The special room rate will be available until the room block is sold out. Hotel price: $179 + tax. For your convenience, register for the school online at GoBaker.com/ bond-school/. Call Skoshi Heron at 888.990.0010 or scan QR code for more information. 11 hours of CPE credits will be earned for your attendance. The Baker Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Oklahoma City, OK | Austin, TX | Long Island, NY | Salt Lake City, UT | Springfield, IL | www.GoBaker.com | 800.937.2257 September 18-19, 2025 SCHOOL LOCATION Lively Hotel on Oak Oklahoma City, OK Cost: $595
RkJQdWJsaXNoZXIy MTg3NDExNQ==