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Bond Investment Mentor®
Chris Nelson, CFA
44 episodes
9 months ago
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.
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Investing
Education,
Business,
How To
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All content for Bond Investment Mentor® is the property of Chris Nelson, CFA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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.
Show more...
Investing
Education,
Business,
How To
Episodes (20/44)
Bond Investment Mentor®
Rates Are Changing, What Should We Do Now?
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.
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1 year ago
26 minutes 12 seconds

Bond Investment Mentor®
Let's Get Ready for 2024!
Chris shares a five-step process to help prepare you and your institution's investment portfolio for 2024.
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1 year ago
28 minutes 53 seconds

Bond Investment Mentor®
The Importance of Proactive Balance Sheet Management
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.
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1 year ago
44 minutes 46 seconds

Bond Investment Mentor®
Diving Into The World of Derivatives
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.
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1 year ago
35 minutes 47 seconds

Bond Investment Mentor®
Revisiting the Rate Setting Playbook
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.
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1 year ago
40 minutes 6 seconds

Bond Investment Mentor®
The Ultimate Investment Resource for Community Bankers
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.
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1 year ago
23 minutes 1 second

Bond Investment Mentor®
Shaping Future Bankers: A Look Inside Pacific Coast Banking School
Chris welcomes special guest Gretchen Claflin, President of Pacific Coast Banking School, to discuss the school and its education programs for community bankers.
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2 years ago
39 minutes 32 seconds

Bond Investment Mentor®
The Basics of SBA Securities
Chris reviews the different types of SBA securities, their benefits, and their risks.
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2 years ago
20 minutes 23 seconds

Bond Investment Mentor®
The Basics of Commercial MBS
Chris provides an introduction to commercial mortgage-backed securities offered by the Federal agencies, their benefits, and risks.
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2 years ago
22 minutes 46 seconds

Bond Investment Mentor®
The Basics of Municipal Bonds
Chris explores municipal bonds, their benefits and risks, and how they can be used in a community financial institution’s investment portfolio.
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2 years ago
24 minutes 44 seconds

Bond Investment Mentor®
The Four Levels of Risk
Chris explores four levels of risk management you need to consider when managing the investment portfolio for your community financial institution.
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2 years ago
24 minutes 47 seconds

Bond Investment Mentor®
What to Do When You're Not Investing
Chris shares five tips on things a community banker can do when they're not actively investing to help manage the portfolio effectively.
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2 years ago
22 minutes 51 seconds

Bond Investment Mentor®
Building & Managing a Bond Ladder
Chris discusses how to build and manage bond ladders as part of managing the institution's investment portfolio.
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2 years ago
18 minutes 43 seconds

Bond Investment Mentor®
The Effect of Interest Rates Then and Now
Chris has a conversation with guest Neil Stanley, President and CEO of The Core Point. They discuss interest rates in the 1980s, 1990s, and today, as well as their impact on investments, liquidity, and deposits.
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2 years ago
55 minutes 16 seconds

Bond Investment Mentor®
Information Overload & Cutting Through the Noise
Chris answers a listener's question about market and industry information overload and shares his process for keeping things under control, cutting through the noise, and taming the information beast.
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2 years ago
29 minutes 25 seconds

Bond Investment Mentor®
Takeaways from the Silicon Valley Bank Failure
Chris discusses this week's failure of Silicon Valley Bank and shares seven takeaways for all community bankers to consider.
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2 years ago
18 minutes 29 seconds

Bond Investment Mentor®
Where to Focus Your Investment Efforts in 2023
Chris shares some suggestions on where to focus your investment efforts to help you, your portfolio, and your institution in 2023.
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2 years ago
24 minutes 35 seconds

Bond Investment Mentor®
Why Every Financial Institution Needs an Investment Strategy
Chris discusses the importance of community financial institutions having a customized investment strategy and shares five reasons why.
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2 years ago
28 minutes 18 seconds

Bond Investment Mentor®
2022 Year-End Roundup
Chris provides updates from the financial markets to wrap up 2022, including stories about the Federal Reserve, unrealized losses and tangible capital, and the mortgage and municipal markets.
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2 years ago
19 minutes 11 seconds

Bond Investment Mentor®
Investment Hotspots in 2022 and Looking Ahead to 2023
Chris shares a conversation with guest Darnell Canada, Managing Director from Darling Consulting Group. They discuss some of the major topics affecting investments this year and how to plan for 2023.
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2 years ago
53 minutes 32 seconds

Bond Investment Mentor®
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.