Bond School Schedule Wednesday, May 10 7:00 a.m. Breakfast 8:00 a.m. Program 12:00 p.m. Lunch 1:00 p.m. Program 4:30 p.m. Adjourn 6:00 p.m. Dinner Included Thursday, May 11 7:00 a.m. Breakfast 8:00 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 April 10, 2023. Hotel price: Deluxe $199 + tax. 12.5 hours of CPE credits will be earned for your attendance. Register online at GoBaker.com/ bond-school-2023. Call Skoshi Heron at 888.990.0010 for more information. MAY May 10-11, 2023 Oklahoma City, OK Omni Oklahoma City Hotel Cost: $495 Education is the foundation of performance for investment portfolio managers, and that is why The Baker Group has presented hundreds of seminars and conferences across the country over the last forty years. We continue to bring that 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 high-performance 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 • Security selection techniques, and how to conduct effective prepurchase analysis • How to analyze bond offerings and Bloomberg screens • Regulatory implications for the bond portfolio • Incorporating investment portfolio management into asset/ liability management 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. 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 Baker Bond School
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