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Bond Academy | Atlanta, GA
Omni at the Battery Atlanta
April 28–29, 2025
This year we are taking The Bond Academy on the road to Atlanta, Georgia. The two-day educational workshop hosted by Stifel and ICBA provides a customized curriculum developed to deepen and reinforce the understanding of basic fixed income investment products and portfolio management principles. It also demonstrates how a portfolio can complement the rest of a bank’s balance sheet as well as cover bond pricing, valuation, and selection.
Who Should Attend?
The Bond Academy provides basic education for financial professionals interested in deepening their knowledge of fixed income asset classes and investment strategies.
You Will Learn:
- Bond basics, including bond pricing, duration, and price volatility
- Bond types, including agencies, municipals, mortgage securities, and floating rate instruments
- The composition of a high performing portfolio
- How to understand the rate market: yield curves, spreads, monetary policy
- How economic data affects the bond market
- The impact of interest rate risk on portfolio management
- Portfolio strategies of laddering, barbells, riding the yield curve
- Day-to-day portfolio management techniques
- Evaluating investment portfolio performance
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Schedule:
Monday – 4/28
Breakfast: 7:00 am – 8:00 am
Educational Sessions: 8:00 am – 5:00 pm
Dinner: 6:00 pm
Tuesday – 4/29
Breakfast: 7:00 am – 8:00 am
Educational Sessions: 8:00 am – 12:00 pm
Detailed Agenda to follow.
Hotel Information: *New location*
Omni at the Battery Atlanta
2625 Cir 75 Pkwy SE
Atlanta, GA 30339
Book Your Room
Costs/Person:
Members: $695
Nonmembers: $795
Additional Registrations - Same Bank: $545/$645 (discounted prices)
CPE Credit:
Earn up to 12 credits
Prerequisites:
Basic knowledge and understanding of the financial markets.
Additional Information:
– Field of Study: Specialized Knowledge, Economics
– Advanced Preparation: None
– Program Level: Intermediate
– Delivery Method: Group-Live
Questions:
(631) 656-4752
fixedincomeevents@stifel.com
ICBA Securities is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, through www.learningmarket.org.
For more information regarding individual site administrative policies such as complaints and refunds (if applicable), please contact Colleen Ryan at (631) 656-4752. No advanced preparation is required for this course. Potential for up to 12 hours credit may be awarded for verified attendance at this group-live seminar. The course level for the Bond Academy is intermediate.
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This material is intended for institutional use only. It has been prepared for general information purposes only and does not consider investment objectives, financial situation or particular needs of any specific institution. Institutional investors should seek financial advice as to the appropriateness of investing in any security or investment strategy mentioned or recommended. It is not intended as an offer or solicitation for the purchase or sale of any security or financial instrument. Stifel, Nicolaus & Company, incorporated is a fixed income broker-dealer and a member of NYSE, FINRA and SIPC.
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