『Bond Investment Mentor』のカバーアート

Bond Investment Mentor

Bond Investment Mentor

著者： Chris Nelson CFA
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

 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.2019-2026 Bond Investment Mentor LLC 個人ファイナンス 経済学
エピソード
  • When Did You Last Really Look at Your Investment Policy?

    When Did You Last Really Look at Your Investment Policy?
    2026/04/17

    Welcome to Bond Investment Mentor! In this episode, Chris explores why most investment policies are built to fight the last crisis and how that reactive approach leaves institutions exposed to emerging risks. He shares a practical six-step approach for transforming your investment policy into a forward-looking strategic tool.

    In this episode:

    • Market & Rate Update (1:37)
    • NEW! Sub-Debt Reference Guide (LEARN MORE) (6:09)
    • Taking a Fresh Look at Your Investment Policy Statement (8:18)
      • Looking Backward - The Reactive Approach
      • What an Effective IPS Actually Is
      • 6 Steps to Building a Forward-Looking IPS
    • Working with Nelson Capital Advisors (29:23)

    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, CFA

    Connect with Nelson Capital Advisors

    Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.

    • Email: Chris@NelsonCapitalAdvisors.com
    • Phone: 207-420-2442
    • Website: NelsonCapitalAdvisors.com

    About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.

    Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.

    For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.

    Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
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    33 分
  • Investing in Bank Sub-Debt

    Investing in Bank Sub-Debt
    2026/04/06

    Welcome to Bond Investment Mentor! In this episode, Chris breaks down bank subordinated debt as community banks face a wave of refinancing offers. Learn what makes sub-debt riskier than typical bonds, the policy foundation required before investing, and how to perform independent credit analysis on these securities.

    In this episode:

    • Market & Rate Update (1:32)
    • Follow-Up Investments/Liquidity Discussion on LinkedIn (7:51)
    • Investing in Bank Sub-Debt (12:22)
    • Coming in May - The Community Bank Performance Institute (39:31) (LEARN MORE)

    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, CFA
    続きを読む 一部表示
    47 分
  • Cash Flow Is King

    Cash Flow Is King
    2026/03/20

    Welcome to Bond Investment Mentor! In this episode, 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.

    In this episode:

    • Federal Reserve Update (1:13)
    • FASB Comments on Hedging HTM Securities (7:12)
    • Cash Flow Is King (12:45)
    • Free 3-Day Investment Managers Playbook Series (28:46) (LEARN MORE)

    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, CFA
    続きを読む 一部表示
    34 分
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