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 asset/liability management including what it is and why we do it Understanding the impact of the economy, monetary policy, and interest rates on the earnings and capital of the institution Regulatory expectations to ensure you are always in compliance with the latest guidance and prepared for your next exam Best practices for developing an effective ALCO process including appropriate policies, procedures, and risk limits Practical methodologies and recommendations for how to develop assumptions that are institution specific and regularly reviewed, stress-tested, and back-tested Review of the most important assumptions available in most models and which ones have the greatest impact on outcomes including: — Betas, rate sensitivities, and lags — Decay rates, NMD average lives, and maturity distributions — Discount rates and reinvestment rates — Prepayment ratestaneous vs. ramped and 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. For your convenience, register online at GoBaker.com/bond-school/ or scan the QR code below. Call Skoshi Heron at 888.990.0010 for more information. www.GoBaker.com 800.937.2257 Oklahoma City, OK | Austin, TX | Long Island, NY | Salt Lake City, UT | Springfield, IL | Member: FINRA and SIPC 11 hours of CPE credits will be earned for your attendance. Baker Bond School 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 April 9-10, 2024 Oklahoma City, OK Oklahoma City Convention Center Cost: $595 BOND SCHOOL SCHEDULE Tuesday, April 9 7:30 a.m. Breakfast 8:30 a.m. Program 12:00 p.m. Lunch 1:00 p.m. Program 4:30 p.m. Adjourn 6:00 p.m. Dinner Wednesday, April 10 7:30 a.m. Breakfast 8:30 a.m. Program 12:00 p.m. Conclusion ACCOMMODATIONS A block of rooms will be available at the Omni Oklahoma City Hotel. Identify yourself as a Baker Bond School attendee when calling 405.438.6500. The special room rate will be available until March 6, 2024 or until the room block is sold out. Hotel price: Deluxe $229 + tax.
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