Bond Market MasterClass

The Bond Market MasterClass will navigate the intricate world of bonds and fixed income markets. The bond market can be daunting since there are so many different bonds. The course will review each type, the opportunities and the potential hazards. You will also learn how to construct low-risk bond ladders for guaranteed income, while comparing ladders for different bond types. The goal is to show bond ladders serve as a flexible, low-cost alternatives to annuities.  The course also aims to provide insight, training and experience that can be used immediately to better protect and grow your long-term savings.

Brad Horn

 Dates / Time

1 class only

Dates: March 27, 2024

Time: 2:30PM – 4:00PM

Location: U of M, St. Paul Campus Magrath Library | Room 8

Practical Information You Can Apply

Bond market investing plays an essential role in retirement planning.  Bonds offer opportunities to extend the sustainability of retirement savings.  The introductory program is intended for anyone seeking a sound foundation in fixed income investing and analysis.  The class will offer an overview of fixed income market products, key market participants, and explain the unique features of different bond market securities.  In addition, it reviews the basic tools used to analyze fixed income securities.  This course blends lessons learned with practical exercises that you can readily apply.

Specifically, the course examines:

  • Overview of international bond markets, bond types, and market sectors
  • Fundamental features of bonds and what determines the price of a bond
  • The role of bonds in a portfolio and different investment strategies
  • Understanding credit ratings, credit spreads, and the opportunities in corporate bonds
  •  Comparing yield curves and yields-to-maturity by bond type
  • Bond ladders: purpose and structuring alternatives
  • Market exercise: structure and rank the structure alternatives
  • Understanding the risk of bond ladders: lessons learned for prior experience
  • Risk management strategies to protect bond ladder income

All class participants will receive by email a course slides for long-term reference

Free Course Registration

If you are interested in attending the course, you should register directly with Osher Life Long Learning Institute (OLLI) at the University of Minnesota.  You can download the Spring 2024 Course Guide provided by OLLI here. Alternatively, you can provide you contact details below for additional assistance.

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