Welcome to Bond Investment Mentor! In this episode, Chris explores callable agency bonds and examines what you're actually trading away when you buy these securities. He walks through how callable bonds work, the three main call structures you'll encounter, and the portfolio-level implications of giving up control to the issuer. You'll also learn which Bloomberg screens to use when analyzing callables and how to think strategically about whether these securities belong in your portfolio.

In this episode:

• Fed & Market Update (2:23)
• Proposed FHLB/FRB liquidity stress solution (9:02)
• Understanding callable agencies (11:40)
  • Callable agency basics
  • Types of call structures
  • The yield/control trade-off
  • Bloomberg screens for callable agency analysis
• The value of one-on-one mentoring (Learn More) (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 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.