A thoughtful and disciplined investment process should lead to more consistent and predictable earnings from the fixed-income portfolio. In this session we use real life examples to show how the portfolio management process works and review performance results.

Learning Objectives:

• Recognize the role of a successful portfolio for your balance sheet
• Understand the appropriate approach to its structuring
• Review the advantages of a well-modeled portfolio

If you have any questions, please contact Madi Wright at 214.451-2399 or mwright@almfirst.com.