Baker Bond School gives new portfolio managers and beginners to fixed income investing the knowledge to better understand the various types of securities available, how to analyze them effectively, and how to use that knowledge to confidently build and manage a high-performance investment portfolio within the framework of the entire balance sheet.
Education is the foundation of performance for investment portfolio managers, and that is why The Baker Group has presented hundreds of seminars and conferences across the country over the last forty years. We continue to bring that history of educational experience to a bond school designed specifically for newer portfolio managers and those needing to learn the fundamentals of fixed income investing. The Baker Bond School will give attendees the knowledge to better understand the various types of securities available, how to analyze them effectively, and how to use that knowledge to build and manage a high-performance investment portfolio that properly aligns with their ALM results and overall balance sheet position.
What You Will Learn
- Fundamentals of bonds and bond market investing
- Understanding the impact of the economy, monetary policy, and interest rates on the bond portfolio
- Demystifying the complex world of bond analytics including pricing, duration, convexity, and total return
- Characteristics of high performance portfolios and how industry allocations have changed over the years
- Introduction to bond types, and the pros and cons of including each in your investment portfolio
- How to develop an effective municipal credit analysis process
- Security selection techniques, and how to conduct effective pre-purchase analysis
- How to analyze bond offerings and Bloomberg screens
- Regulatory implications for the bond portfolio
- Incorporating investment portfolio management into asset/liability management
Who Should Participate
This school is designed for CEOs, CFOs, and those new to their roles in managing or working with the investment portfolio. Directors and new members of the investment and asset/liability management committees will also benefit from the Baker Bond School.
There is no cost for this school.
Call Skoshi Heron at 888.990.0010 for more information.
Agenda
Wednesday, March 26
Session 1: 12:30 — 2:00 p.m. CT
30 minute break
Session 2: 2:30 — 4:00 p.m. CT
Thursday, March 27
Session 3: 12:30 — 2:00 p.m. CT
30 minute break
Session 4: 2:30 — 4:00 p.m. CT
Course Format
Group live program.
Knowledge Level
The level of learning for this webinar is intermediate.
Prerequisites
Basic knowledge of finance and banking is recommended.
Advanced Preparation
None.
CPE Credits
1.5 hours of Economics and Finance CPE credits per session will be earned for your participation.
The Baker Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Refunds/Suggestions/Complaints
Because this webinar is presented without charge to participants, there are no refund or cancellation policies. We do, however, welcome any constructive suggestions you might have concerning the webinar. Your comments should be directed to Skoshi Heron at 1.888.990.0010.
Baker Bond School
September 18–19, 2025
Oklahoma City, OK
Lively Hotel on Oak
Cost: $595
Education is the foundation of performance for investment portfolio managers. This is the reason The Baker Group has presented hundreds of seminars and conferences across the country over the last forty-five years. We continue to bring that history of educational experience to a bond school designed specifically for new portfolio managers and those who need to learn the fundamentals of fixed income investing. The Baker Bond School will give attendees the knowledge to better understand the various types of securities available, how to analyze them effectively, and how to use that knowledge to build and manage a high-performance investment portfolio within the framework of the entire balance sheet.
What You Will Learn
- Fundamentals of bonds, bond types, and the role of the investment portfolio
- Introduction to bond analytics
- Characteristics of high-performing portfolios
- Introductions to the following investment sectors:
– Treasuries, Agencies, and CDs
– Municipal Bonds
– Mortgage-Backed Securities and Collateralized Mortgage Obligations
– Commercial Mortgage-Backed Securities
– Small Business Administration Securities - Mortgage prepayment analysis
- Regulatory expectations for the investment portfolio
- Portfolio cash flow strategies
- How to develop a written investment strategy
- How to analyze bond offerings
Who Should Attend
This school is designed for CEOs, CFOs, and those new to their roles in managing or working with the investment portfolio. Directors and new members of the investment and asset/liability management committees will also benefit from the Baker Bond School.
Call Skoshi Heron at 888.990.0010 for more information.
Agenda
Thursday, September 18
| Time | Agenda |
|---|---|
| 7:30 am | Breakfast |
| 8:30 am | Program |
| 12:00 pm | Lunch |
| 1:00 pm | Program |
| 4:30 pm | Adjourn |
| 6:00 pm | Dinner |
Friday, September 19
| Time | Agenda |
|---|---|
| 7:30 am | Breakfast |
| 8:30 am | Program |
| 12:00 pm | Conclusion |
Accommodations
A block of rooms is available at the Lively Hotel on Oak. Identify yourself as a Baker Bond School attendee when calling 405.849.4777 or click here to make online hotel reservations. The special room rate will be available until the room block is sold out. Hotel price: $179 + tax.
Lively Hotel on Oak
5101 N Pennsylvania Ave
Oklahoma City, OK 73112
405.849.4777
Hotel price: $179 + tax
Course Format
Group live program.
Knowledge Level
The level of learning for this seminar is intermediate.
Prerequisites
Basic knowledge of finance and banking is recommended.
Advanced Preparation
None.
CPE Credits
11 hours of Economics and Finance CPE credits will be earned for your attendance.
The Baker Group is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
After completing this seminar, you will be able to:
- Identify Key Balance Sheet Trends that Relate to Interest Rate Risk
- Answer Questions About Regulatory Requirements for Interest Rate Risk Reporting
- Recognize the Difference Between Earnings at Risk and Capital at Risk
- Explain the Relationship Between Price Risk and Cash Flow Volatility in Bond Portfolios
- Measure and Assess Relative Value Between and Among Bonds
Cancellation Policy: Cancellations received by August 18, 2025 are eligible for a full refund. For questions, please contact Skoshi Heron at 888.990.0010.
1601 NW Expressway, 21st Floor
Oklahoma City, OK 73118
Phone: 405.415.7200
Toll-Free: 800.937.2257
Fax: 405.415.7392
Check the background of this firm and your investment professional on FINRA’s Brokercheck.