Bond Investment Mentor®

Investment Conversations with the Board

Episode Summary

Chris shares four investment conversation topics that are good for community bankers to have with their board to provide clarity and help the board understand what's going on with the investment portfolio.

Episode Notes

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.

In this episode:

• Quarter-end market review (2:29)
• Moody's report on municipal stress test results (7:43)
  • Article on results (DOWNLOAD)
  • Full report (DOWNLOAD)
• Listener question: Modified vs. effective duration (9:32)
• Investment conversations with the board (12:56)
  • The board member's perspective
  • 4 investment conversations
    • Role of the investment portfolio
    • Key fundamental investment concepts
    • Relevant market information
    • Investment updates & strategies
• BIG NEWS! New online training courses (27:23) (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