A4 – Bond, James Bonds: A License to Understanding Fixed Income Securities

High interest rates present a wider range of viable options for investments away from stocks. This presentation aims to demystify bonds and discuss how interest rates, credit risk, and time drive the value of fixed income securities. This presentation will also address the different features available for various categories of bonds as well as traps to watch out for when investing in fixed income.


Jeremy Lau

Jeremy Lau

Prudent Investors Network

Jeremy L. Lau serves as President and Chief Investment Officer of Prudent Investors Network (PIN). He is an SEC-Registered Investment Advisor (RIA) and specializes in managing assets for public and private fiduciaries and individual households. Before joining PIN he worked in investment banking as an Executive Director with Deutsche Bank’s convertible bond business in Hong Kong where he was responsible for the pricing, structuring, and distribution of hybrid capital from multinational corporations in the Asia Pacific region. Prior to this he worked with UBS Investment Bank’s Equity-Linked team and Deutsche Bank’s Credit/Fixed Income group in Tokyo. He earned a degree in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.