Education is the foundation of performance for investment portfolio managers. This is the reason The Baker Group continues to bring our history of educational experience to a bond school designed specifically for new portfolio managers and those needing 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 highperformance investment portfolio within the framework of the entire balance sheet. What You Will Learn • Fundamentals of bonds and bond market investing • Understanding the impact of the economy, monetary policy, and interest rates on the bond portfolio • Demystifying the complex world of bond analytics including pricing, duration, convexity, and total return • Characteristics of high performance portfolios and how industry allocations have changed over the years • Introduction to bond types, and the pros and cons of including each in your investment portfolio • How to develop an effective municipal credit analysis process The Baker Group pioneered asset/liability management (ALM) more than forty years ago when we developed the first computer based ALM program designed specifically for community banks in 1979. Since then, we have spent four decades educating financial institutions how to effectively use ALM strategies to manage risk and maximize performance. The Baker Group has developed an Asset/Liability Management School designed specifically for members of the ALCO and those needing to learn the fundamentals of ALM. The Baker ALM School will give attendees the knowledge to better understand the “who, what, why, and how” of ALM and the ALCO process. 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 • Practical methodologies and recommendations for how to develop assumptions that are institution specific and regularly reviewed, stress-tested, and back-tested Baker Schools Great Educational Opportunities 2 August 8-9, 2023 Oklahoma City, OK Omni Oklahoma City Hotel Cost: $495 Baker ALM School Baker Bond School May 10-11, 2023 Oklahoma City, OK Omni Oklahoma City Hotel Cost: $495 12.5 hours of CPE credits will be earned for your attendance. 10 hours of CPE credits will be earned for your attendance. For more information and to register, go to GoBaker.com/alm-school-2023. For more information and to register, go to GoBaker.com/bond-school-2023. Who Should Attend These schools are designed for presidents, CEOs, CFOs, and members of the ALCO committee. Directors and anyone else involved in the asset/liability management process will also benefit from The Baker Group schools. Member: FINRA and SIPC www.GoBaker.com | 800.937.2257 Oklahoma City, OK | Austin, TX | Dallas, TX | Houston, TX Indianapolis, IN | Long Island, NY | Salt Lake City, UT | Springfield, IL
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