Bond Investment Mentor

Episodes

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  Higher Rates and Choppy Markets - Now What? 18.10.2026 18m

  Welcome to Bond Investment Mentor! In this episode, Chris discusses recent volatility for bonds and interest rates, and shares a process for making sound investment decisions, no matter what’s happening.
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  Muni Due Diligence Made Simple 21.08.2026 33m

  Welcome to Bond Investment Mentor! In this episode, Chris discusses building a practical approach to municipal bond due diligence, based on two essential questions and the tools that make the process manageable.
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  Are You a Portfolio Manager or a Bond Collector? 06.08.2026 30m

  Welcome to Bond Investment Mentor! In this episode, Chris asks if you're a "portfolio manager" or a "bond collector," and explains the difference and why it makes all the difference.
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  Managing Portfolio Duration 23.07.2026 37m

  In this episode, Chris discusses why duration management matters for community financial institutions and shares a practical four-step process for managing duration in the investment portfolio.
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  It's Time for a Mid-Year Checkup 03.07.2026 32m

  Welcome to Bond Investment Mentor! In this episode, Chris walks through six key checkpoints for giving your institution's investment portfolio a mid-year strategic checkup.
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  Decoding Bond Defeasance 19.06.2026 32m

  Welcome to Bond Investment Mentor! In this episode, Chris dives into the topic of bond defeasance - what it is, how it works with different security types, and how to identify and analyze these securities for your institution's portfolio.
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  Understanding Step-Up Agency Bonds 07.06.2026 31m

  Chris explains how callable step-up agency bonds work, why the promised benefits often don't materialize, and how to evaluate whether they make sense for your portfolio.
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  Callable Agency Bonds: Know the Trade-Offs 17.05.2026 42m

  Chris explores callable agency bonds and examines what you're actually trading away when you buy these securities.
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  Before You Buy: Your Pre-Purchase Due Diligence Process 30.04.2026 37m

  Chris discusses the importance of having a solid investment pre-purchase due diligence process, and shares a four-question formula for establishing one.
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  When Did You Last Really Look at Your Investment Policy? 17.04.2026 33m

  Welcome to Bond Investment Mentor! In this episode, Chris discusses why most investment policies are designed backwards to prevent the last crisis, and shares a six-step approach for building a forward-looking policy that actually works for you and your institution.
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  Investing in Bank Sub-Debt 06.04.2026 46m

  Chris breaks down bank subordinated debt investing for community financial institutions. Learn about sub-debt characteristics and risks, steps to take before investing, and how to independently evaluate these securities.
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  Cash Flow Is King 20.03.2026 33m

  Chris explores why strategic cash flow management should be your number one liquidity tool for managing the investment portfolio. Learn how to move from reactive scrambling to proactive liquidity planning, while protecting portfolio income and performance.
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  The Return of Prepayment Risk Management 05.04.2025 39m

  Chris explains why prepayment risk may be making a comeback and offers a practical approach to analyzing and managing this risk in community financial institution investment portfolios.
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  The Power Of Strategic Portfolio Management 22.03.2025 38m

  Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment.
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  Rates Are Changing, What Should We Do Now? 06.02.2024 26m

  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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  Let's Get Ready for 2024! 17.01.2024 28m

  Chris shares a five-step process to help prepare you and your institution's investment portfolio for 2024.
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  The Importance of Proactive Balance Sheet Management 22.12.2023 44m

  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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  Diving Into The World of Derivatives 12.12.2023 35m

  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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  Revisiting the Rate Setting Playbook 04.12.2023 40m

  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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  The Ultimate Investment Resource for Community Bankers 16.11.2023 23m

  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.