Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of establishing a solid investment pre-purchase due diligence process. He shares a four-question framework to help build a system that works both before and after the investment purchase.

In this episode:

• Fed & Market Update (2:08)
• Visa Class B repurchase offer (Visa announcement) (13:01)
• Your Pre-Purchase Due Diligence Process (18:08)
• Free download: Pre-Purchase Due Diligence Checklists (32:55)

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

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.

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

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

Welcome to Bond Investment Mentor! In this episode, Chris discusses prepayment risk, why it may be making a comeback, and how to manage this risk in investment portfolios.

In this episode:

• Celebrating five years of BIM1 (1:06)
• Bond market update (2:40)
  • Bond rally and interest rates
  • Fed Chair Powell comments
  • The importance of "strategic patience"
• What's happening with the GDPNow model? (7:30) - Check out Atlanta Fed GDPNow
• The return of prepayment risk management (12:32)
• How to work with Chris (36:00) (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

Welcome to Bond Investment Mentor! In this episode, Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment.

In this episode:

• Upcoming training (2:10)
  • GSBC Executive Development Institute
  • Community Bank Performance Institute
  • Learn More
• Federal Reserve update (4:00)
  • FOMC decision
  • Bowman nomination for Vice Chair
• Interest rates and the yield curve (11:35)
• The power of strategic investment portfolio management (15:16)
• Investment Training - Bond Basics Course (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

In this episode:

• FOMC decision (1:35)
• BTFP is officially ending (6:09)
• Discount Window proposal (7:55)
  • Federal Reserve info on Discount Window collateral (Click here)
• Rates are changing, what should we do? (11:23)
• Upcoming investment strategy workshop (LEARN MORE)
• Two investment training opportunities (22:37)
  • Bond Basics course (LEARN MORE)
  • Community Bank Investments School (CBIS) (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

Facebook:  Bond Investment Mentor

In this episode:

• Bond market review (2:14)
• Federal Reserve update (4:59)
  • BTFP expiration
  • FOMC membership changes
• Portfolio preparations for 2024 (10:12)
• Join us at the Fixed Income Institute (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

Facebook:  Bond Investment Mentor