38 min listen
Managing Broker-Dealer Relationships
ratings:
Length:
23 minutes
Released:
Jul 21, 2021
Format:
Podcast episode
Description
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.In this episode:Monthly prepayment report update (3:13)Federal Reserve watch (5:14)What’s the timeline for tapering and rates?Article by Bill DudleyPotential changes to Fed Board of GovernorsVoting member rotation at Federal Open Market CommitteeGraduate School of Banking at Colorado programs (8:58)For more information: BondInvestmentMentor.com/ColoradoManaging broker-dealer relationships (10:56)How many brokers should you have?Due diligence for new broker relationshipsBroker Check report - download at BrokerCheck.finra.orgManaging existing broker relationshipsNew resource! Broker-dealer due diligence checklist (20:51)Free download at BondInvestmentMentor.com/brokersIf 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, CFAFacebook: Bond Investment Mentor
Released:
Jul 21, 2021
Format:
Podcast episode
Titles in the series (44)
Mortgage Securities: Prepayment Risk: Chris continues his series on residential mortgage securities, discussing prepayment and how to analyze and manage prepayment risk. by Bond Investment Mentor®