Fixed Income Series 2020

Starts:  Sep 15, 2020 12:00 AM (PT)
Ends:  Nov 17, 2020 12:00 AM (PT)
This educational course is designed for those seeking to gain a broader understanding of fixed income strategies.

A sound understanding of fixed income markets and strategies is fundamental for all serious finance and investment professionals. This course examines the characteristics, benefits, and risks of the various fixed income strategies including treasuries, agencies, MBS, international, municipal, corporate, and derivatives.

Professionals from prominent local investment firms will lead this series so attendees will obtain unique perspectives on the current market. Instructors will also share their insights on asset allocation and risk management. As a participant, you will also have access to course recordings.


Week Date Course Instructor Firm
1 Tuesday, Sep. 15 Introduction to Fixed Income & Corporates Damon Eastman, CFA Payden & Rygel 
2 Tuesday, Sep. 22 Corporate Bonds Daniel Dupont, CFA Payden & Rygel 
3 Tuesday, Sep. 29 Treasuries and Agencies Gene Tsui MUFG
4 Tuesday, Oct. 6 Mortgages Austin Myers, CFA Wells Fargo
5 Tuesday, Oct. 13 Risk Management in Fixed Income Ramesh Pandey, PhD Western Asset Management;
6 Tuesday, Oct. 20 International Bonds Ben Emons Medley Global Advisors
7 Tuesday, Oct. 27 Fixed Income Derivatives Peter Stutz, CFA Guggenheim Partners
8 Tuesday, Nov. 3 Municipals  Ksenia Koban Payden & Rygel
9 Tuesday, Nov. 10 Institutional Portfolio Construction Monica Erickson, CFA DoubleLine
10 Tuesday, Nov. 17 Fixed Income Portfolios and Analytics Rama Malladi, PhD, CFA California State University

*Instructors and dates are subject to change. All changes will be marked in red.

Eligible for 20 CE Credits for CFA Charterholders; Course offered as a 10-class series: (9 consecutive Tuesdays and 1 Wednesday). 

*Textbook optional: The Handbook of Fixed Income Securities by Frank Fabozzi

Class Handouts and Zoom Meeting Links will be provided via email every week by Tuesday at noon. There are no exams!


Online Instructions: