Bond Investment Mentor®

Chris explores how to navigate investment strategies amidst a constantly evolving rate environment and discusses the factors behind his simple answer to the "what should we do now" question.

Chris shares a five-step process to help prepare you and your institution's investment portfolio for 2024.

Chris is joined by guest Darnell Canada from Darling Consulting Group to take a look back at 2023 and discuss how community bankers can position themselves for 2024.

Chris catches up with Bob Newman from Chatham Financial, discussing how community bankers have used derivatives to manage the balance sheet and how they can include them in their strategy toolbox for 2024.

Chris has a conversation with Neil Stanley from The Core Point, taking a look back at 2023 and discussing what's important for community bankers to consider heading into 2024.

Chris announces the launch of a new investment training program designed specifically for community bankers - a one-stop, unbiased source for fixed-income investment and portfolio management knowledge.

Chris welcomes special guest Gretchen Claflin, President of Pacific Coast Banking School, to discuss the school and its education programs for community bankers.

Chris reviews the different types of SBA securities, their benefits, and their risks.

Chris provides an introduction to commercial mortgage-backed securities offered by the Federal agencies, their benefits, and risks.

Chris explores municipal bonds, their benefits and risks, and how they can be used in a community financial institution’s investment portfolio.