WBA Managing a Fixed-Income Portfolio 2018 | Western Bankers Association | 23 July 2018 | Sacramento, CA, USA
Venue
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| Event Date | Mon Jul 23 EDT (over 6 years ago) |
| Location | Sacramento, CA, USA |
| Region | Americas |
Details
Managing a fixed-income bond portfolio is more than just picking a bond. Portfolio managers should rely on a thorough investment process that lays the foundation for generating superior risk-adjusted returns over a long-time horizon. This WiBinar will discuss the key components that make up a thoughtful investment process and decision-making framework.
Learning Objectives:
• Learn how to manage a portfolio in a risk management framework
• Discuss how to develop an investment philosophy and strategy
• Use a top-down approach to manage an investment portfolio
This WiBinar is ideal for:
Portfolio Manager, Investment Officer, Investment Analysts, Risk Manager
Speakers
2018 Speakers
Robert Perry
Principal, ALM & Investment Strategy, ALM First Financial Advisors
Jason Haley
Managing Director, Investment Strategy Group, ALM First Financial Advisors