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:A Shift in How the Fed Approaches Monetary PolicyTracking the Types of Prepayment in a Mortgage Security Voluntary vs. Involuntary PrepaymentBloomberg's Collateral Performance (CLP) ScreenAn Update on Online Courses Coming Soon!Join the Waiting List for New Courses6 Investment Risks#1 - Credit risk (3 kinds)Default riskDowngrade riskCredit spread risk#2 - Interest rate risk#3 - Prepayment/option risk#4 - Extension risk#5 - Reinvestment risk#6 - Liquidity riskIf 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, CFAFacebook:  Bond Investment Mentor

Bond Investment Mentor

A Game of Risks

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:Review of Economic & Finance NewsJune MBS Prepayment ReportReview of FOMC MinutesPodcast Series on LIBOR Podcast Series (Blog Article)Podcast: Bloomberg's "Odd Lots"Exciting News:  Online Courses Coming Soon!Join the Waiting List for New CoursesThe Wonderful World of CMOsWhat are collateralized mortgage obligations (CMOs)?Comparison of CMOs with mortgage-backed securities (MBS)Types of CMOsOverview of sequential structuresOverview of "planned amortization class" (PAC) structuresWhy invest in CMOs?Risks of CMOsBloomberg screensYield tables:  YT, YTR, YTH(?), YT BAMStructure pay down analysis (SPA)Cash flow graph (CFG)Weighted average life graph (WALG)Collateral composition (CLC)FFIEC high risk security test (FMED)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, CFAFacebook:  Bond Investment Mentor

The Wonderful World of CMOs

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:Review of Economic & Finance NewsMay retail salesFed Chair Powell's Capitol Hill appearancesWeekly jobless claimsDoes Anyone Invest in Treasuries Anymore?MSRB Weekly COVID-19 Disclosure Summary Link to Summary & Disclosure SpreadsheetMBS Prepayment & Prepayment RiskReview: What is prepayment?Voluntary vs. involuntary prepaymentWhat is prepayment risk?Why is prepayment risk important?Measuring prepaymentCPRCPBPSABloomberg yield tablesYTYTRYTHYT BAMManaging prepayment riskWhat you do and don't controlNew (TBA) vs. alternative MBS typesCollateral analysisWhat is extension risk?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, CFAFacebook:  Bond Investment Mentor

Mortgage Securities: Prepayment Risk

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:Review of Economic & Finance NewsJune Federal Open Market Committee (FOMC) MeetingYield Curve Control (Brookings Institution Article)May Employment Report (Joe Weisenthal Article)NBER Recession AnnouncementIntro to Mortgage-Backed Securities (MBS)What are MBS?Key TermsFactorWeighted Average Coupon (WAC)Weighted Average Maturity (WAM)Weighted Average Loan Age (WALA)Weighted Average Life (WAL)What is Prepayment?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, CFAFacebook:  Bond Investment Mentor

Mortgage Securities: An Introduction

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:We review everything that has been going recently with the economy and financial marketsFour simple questions to help you manage your investment portfolio in these challenging marketsIf 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, CFAFacebook:  Bond Investment Mentor

Now What?!

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, I provide an update on where I’ve been and what I’ve been up to recently.  I also share some important announcements and exciting developments!Tune in to discover:An important decision that I’ve made that changes everythingThe launch of two new venturesNelson Capital AdvisorsThe new and improved Bond Investment MentorInformation about a FREE upcoming virtual learning series on community bank investment strategiesIf 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!If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.Let’s Connect via Social Media!LinkedIn:  Christopher Nelson, CFAFacebook:  Bond Investment Mentor

Hey, I'm Back!

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, I want to share with you one of the earliest investment principles I learned that helped make me a more effective portfolio manager.  Tune in to discover:What my investment decision making originally looked likeHow a shift in my perspective became a game changer for me as a portfolio managerIdentifying and understanding your two investment portfoliosThe importance of not just thinking about present investment needs and circumstancesIf 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!If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.Let’s Connect via Social Media!LinkedIn:  Christopher Nelson, CFAFacebook:  Bond Investment MentorTwitter:  @BondInvMentor

Managing Your Two Investment Portfolios

Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed income investments. In this first episode, we'll start at the beginning with an introduction. I'll also discuss the first thing you should consider when it's time to make decisions about investment strategies for your portfolio.Tune in to discover:My origin story and background, and my reasons for creating the podcastWhat we'll be covering, including fixed income security characteristics and risks, portfolio management, the capital markets, and other related topicsA common starting point for investment decision making, BUT not necessarily the best place to beginA better approach to planning investment strategies, and 4 reasons why it's a better place to startHere's 3 ways you can help spread the word:Subscribe to the podcast via Apple, Google, Spotify, Stitcher and more!Leave a review (be honest!) to help others discover and learn more about the podcast.Share this episode with others that might be interested.I'd love to hear from you. If you have questions that you'd like me to answer on the podcast, please send them to Chris @ BondInvestmentMentor.com.If you're interested in more articles, tips and resources about fixed income investing and portfolio management, check out BondInvestmentMentor.com.You can also connect with me on LinkedIn (Christopher Nelson CFA), Facebook (Bond Investment Mentor) and Twitter (@BondInvMentor). Let's catch up!

First Things First

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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Bond Investment Mentor

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