Instructor: Jerry O'Connell, CEO, Jeremiah Associates LLC
Hours: 9:00 am - 4:30 pm; Registration/Breakfast begins at 8:30 am

This intensive one-day seminar introduces the different types of fixed income products, their characteristics and how/where they are traded. We will examine basic products through more sophisticated structures with an emphasis on characteristics, features, investors, issuers and risk/reward. The course does not require more than basic math skills,

 v     Significant Events

 v     Participants: Investors, Issuers, Sell-side & Service Organizations

 v     Bond Concepts

         ·        Interest Rates

       o   Conventional Yield Measures

         ·    Ratings

         ·    Term

         ·        Yield Curves

 v   Fixed Income Securities

         ·       Types & Characteristics

       o   Government securities

                     ¨      Treasury bills

                     ¨      Notes

                     ¨      Bonds

                     ¨      Treasury Inflation Protected Securities (TIPS, I- bonds)

                     ¨     Agency securities

       o    Mortgage backed securities

                     ¨      Agency

                     ¨      Non-conforming

       o   Asset backed securities

                     ¨      CMO

                     ¨      Cash Flow

       o   Credit card receivables

       o   Auto loans

       o   Receivables

       o   State and local government

                     ¨      General obligation;

                     ¨      Revenue

       o   Corporate bonds

                     ¨      General obligation

                     ¨      Indentures

  v   Trading MarketPlaces

         ·         Traditional Exchanges

         ·         Over the Counter

         ·         Electronic Markets

         ·         Quotes

  v     Risks/Reward

         ·        Risks

       o   Default

       o   Interest Rate

       o   Inflation

       o   Liquidity

         ·         Rewards

       o   Capital Gains

       o   Interest Income

       o   Entitlements

                      ¨   Remedies in the Event of Default