Sign up to save your podcasts
Or
Share Bond Investment Mentor
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
Bond Investment Mentor episodes
- Muni Due Diligence Made Simple
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.
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
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.
34 min - Are You a Portfolio Manager or a Bond Collector?
Welcome to Bond Investment Mentor! In this episode, Chris examines the difference between "portfolio managers" and "bond collectors." He also discusses how to tell the difference, and how it's the most important step you can take to effective investment management.
In this episode:
- Market update (2:00)
- Portfolio managers vs. bond collectors (4:18)
- What makes your institution's investments a portfolio?
- How a portfolio works as a system
- How bond collections happen
- The accumulation process & the "drift"
- 3-question portfolio management gut check
- Creating a portfolio management framework with help from Nelson Capital Advisors (Learn More) (24:24)
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
Connect with Nelson Capital Advisors
Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.
- Email: [email protected]
- Phone: 207-420-2442
- Website: NelsonCapitalAdvisors.com
About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.
Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.
For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.
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.
31 min - Managing Portfolio Duration
Welcome to Bond Investment Mentor! In this episode, Chris discusses investment portfolio duration management and why it matters for community financial institutions. He also shares a four-step process to help you manage investment duration systematically.
In this episode:
- Market & Fed update (2:15)
- Changing Fed communications (4:29)
- Managing portfolio duration (10:19)
- The two definitions of duration
- Why managing investment duration matters
- Setting duration targets & portfolio management techniques
- Helping institutions with investment strategy development (Learn More) (32:54)
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
Connect with Nelson Capital Advisors
Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.
- Email: [email protected]
- Phone: 207-420-2442
- Website: NelsonCapitalAdvisors.com
About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.
Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.
For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.
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.
38 min - It's Time for a Mid-Year Checkup
Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of a periodic strategic check-up for your institution's investment portfolio. He also shares six key checkpoints to help you evaluate the portfolio's current position.
In this episode:
- Market & Fed update (2:08)
- Update: FASB amendment to allow hedging HTM securities (6:44)
- A Mid-Year Strategic Portfolio Check-Up (10:23)
- Why a periodic check-up matters
- 6 key checkpoints to evaluate
- Free Download: Strategic Portfolio Check-Up Guide (29:52) (DOWNLOAD)
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
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.
33 min - Decoding Bond Defeasance
Welcome to Bond Investment Mentor! In this episode, Chris explores what bond defeasance is, how it works, and how it affects you as an investor. He also discusses how to identify and analyze defeased securities.
In this episode:
- Market & Fed update (1:34)
- Understanding Defeasance (9:19)
- How defeasance works
- Municipal bonds & defeasance
- Commercial MBS & defeasance
- Analyzing defeased securities
- Why I do what I do (29:17)
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
Connect with Nelson Capital Advisors
Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.
- Email: [email protected]
- Phone: 207-420-2442
- Website: NelsonCapitalAdvisors.com
About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.
Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.
For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.
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.
33 min - Understanding Step-Up Agency Bonds
Welcome to Bond Investment Mentor! In this episode, Chris breaks down callable step-up agency bonds. He explains how these agency bonds work and how these investments could deliver less than you expect. Chris also provides a framework for analyzing step-ups using Bloomberg screens and deciding whether they actually make sense for your institution's portfolio.
In this episode:
- Market & Fed update (1:43)
- Listener question: Discount MBS investments & a yield quirk (8:28)
- Understanding callable agencies (13:40)
- Callable step-up agency basics
- How to evaluate them (Download: Pre-Purchase Due Diligence Checklists)
- The challenges of call and coupon interaction
- Developing a step-up investment approach
- Boost your investment fundamentals with Bond Basics (Learn More) (26:55)
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
32 min - Callable Agency Bonds: Know the Trade-Offs
Welcome to Bond Investment Mentor! In this episode, Chris explores callable agency bonds and examines what you're actually trading away when you buy these securities. He walks through how callable bonds work, the three main call structures you'll encounter, and the portfolio-level implications of giving up control to the issuer. You'll also learn which Bloomberg screens to use when analyzing callables and how to think strategically about whether these securities belong in your portfolio.
In this episode:
- Fed & Market Update (2:23)
- Proposed FHLB/FRB liquidity stress solution (9:02)
- Understanding callable agencies (11:40)
- Callable agency basics
- Types of call structures
- The yield/control trade-off
- Bloomberg screens for callable agency analysis
- The value of one-on-one mentoring (Learn More) (32:55)
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
43 min - Before You Buy: Your Pre-Purchase Due Diligence Process
Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of establishing a solid investment pre-purchase due diligence process. He shares a four-question framework to help build a system that works both before and after the investment purchase.
In this episode:
- Fed & Market Update (2:08)
- Visa Class B repurchase offer (Visa announcement) (13:01)
- Your Pre-Purchase Due Diligence Process (18:08)
- Free download: Pre-Purchase Due Diligence Checklists (32:55)
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
37 min - When Did You Last Really Look at Your Investment Policy?
Welcome to Bond Investment Mentor! In this episode, Chris explores why most investment policies are built to fight the last crisis and how that reactive approach leaves institutions exposed to emerging risks. He shares a practical six-step approach for transforming your investment policy into a forward-looking strategic tool.
In this episode:
- Market & Rate Update (1:37)
- NEW! Sub-Debt Reference Guide (LEARN MORE) (6:09)
- Taking a Fresh Look at Your Investment Policy Statement (8:18)
- Looking Backward - The Reactive Approach
- What an Effective IPS Actually Is
- 6 Steps to Building a Forward-Looking IPS
- Working with Nelson Capital Advisors (29:23)
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
Connect with Nelson Capital Advisors
Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.
- Email: [email protected]
- Phone: 207-420-2442
- Website: NelsonCapitalAdvisors.com
About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.
Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.
For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.
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.
34 min - Investing in Bank Sub-Debt
Welcome to Bond Investment Mentor! In this episode, Chris breaks down bank subordinated debt as community banks face a wave of refinancing offers. Learn what makes sub-debt riskier than typical bonds, the policy foundation required before investing, and how to perform independent credit analysis on these securities.
In this episode:
- Market & Rate Update (1:32)
- Follow-Up Investments/Liquidity Discussion on LinkedIn (7:51)
- Investing in Bank Sub-Debt (12:22)
- Coming in May - The Community Bank Performance Institute (39:31) (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
47 min
About Bond Investment Mentor
From the publisher's feed
Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and…
investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.