Fixed Income in a Rising Rate Environment

Lunch_and_LearnJoin us at the Louis Benton Steakhouse in Grand Rapids on October 29, 2013 for a Lunch and Learn.  J Elder, CFA, Regional Director of Dimensional Fund Advisors will present “Fixed Income in a Rising Rate Environment”.  During this presentation, our speaker will discuss the current interest rate environment, including a case study, approaches to managing fixed income in a rising rate environment, and a discussion of other yield-orientated investments.

When:  Tuesday, October 29, 2013
Time:  11:30 am to 1:00 pm (includes lunch)
Location:  Louis Benton Steakhouse in Grand Rapids
Cost:  $20 FPA Members/First Time Guests and $30 for Non-FPA Members
 This program has been approved for
1.5 CFP® CE’s and is pending for 1.5 CIMA CE’s.

About the Speaker:  As a regional director for Financial Advisor Services, Joel “J” Elder educates prospective advisors on Dimensional’s investment philosophy and relationship with fee-only advisory practices. Prior to joining Dimensional, J spent five years as a retail buyer for the May Company.  A CFA Charterholder, J earned his MBA from the McCombs School of Business at the University of Texas, Austin, and a BBA in marketing and BS in psychology from the College of William and Mary.



Comments Off on Fixed Income in a Rising Rate Environment

Filed under Education, Events, Lunch & Learn

Comments are closed.