Bond Investment Mentor

Muni Due Diligence Made Simple

Episode Summary

Welcome to Bond Investment Mentor! In this episode, Chris discusses building a practical approach to municipal bond due diligence, based on two essential questions and the tools that make the process manageable.

Episode Notes

Welcome to Bond Investment Mentor! In this episode, Chris presents a simple, practical approach to municipal bond due diligence for community financial institutions. 

In this episode:

• Returning to Pacific Coast Banking School (LEARN MORE)
• Market & Fed update (2:22)
• The return of the term premium (4:03)
• Municipal bond due diligence made simple (9:16)
  • Two essential questions when evaluating muni bonds
    • How am I getting paid?
    • What's the likelihood I'll get paid?
  • The pre-purchase due diligence approach
  • The post-purchase due diligence approach
  • Using EMMA for due diligence (CHECK OUT EMMA)
• Free Download:  Pre-purchase due diligence checklists  (30:10) (DOWNLOAD)

If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.

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LinkedIn: Christopher Nelson, CFA

Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.