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.
A4 – Bond, James Bonds: A License to Understanding Fixed Income Securities
Speakers
Jeremy Lau
Prudent Investors Network
https://www.prudentinvestors.com/
Jeremy Lau serves as the CEO of Prudent Investors. He frequently speaks on investment management and financial planning to professional fiduciaries and trust and estate attorneys around the country. Jeremy regularly advises fiduciaries on managing their clients’ assets and financial planning needs and also works with estate litigators as a financial expert witness. Before Prudent Investors he worked in senior roles in the investment banking industry in Tokyo and Hong Kong. He graduated in Accounting from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.