How to Buy Bonds with Confidence
Comprehensive 2-hour course designed for individual investors
13 April 2023 Asia/UK | 27 April 2023 US/LatAm
Take this quiz to find out if this course is suitable for you
The current economic environment presents a great opportunity for investors to buy bonds. For instance, the US 2-year government bond, essentially a risk-free instrument, currently offers an annual return of 4.85% – the highest level in over 15 years. Similarly, most USD investment grade corporate bonds offer an annual return of over 6.00%, levels not seen in over a decade.
However, bonds can seem intimidating to some investors, given that they come with their own set of terminologies, calculations and structures. This course is designed to simplify bonds for individual investors and to equip them with the knowledge and analytical skills required to buy bonds with confidence.
The course will be taught by senior bond market bankers who have decades of experience at premier global banks including Credit Suisse, Standard Chartered and Citi. The teaching style will be a balanced mix of theory and practice, with every fundamental concept complemented with real-world examples from the current bond markets.
Not sure if this course is for you? Take this quiz to find out
Course Modules
- Introduction to Bonds and Their Role in a Balanced Portfolio
- What are bonds and how do they work?
- How bonds are different from stocks
- Understanding key terms including coupon, yield and spread
- The math behind bond prices and the price-yield relationship
- Why do you need bonds in your portfolio?
- What Makes Bonds Attractive in 2023
- Understanding the macroeconomic factors that drive bond markets
- A deeper look at the macro environment in 2023
- Yield curves
- A comparison of bond yields – then and now
- Exercise of matching different bonds with their yields
- Key Factors That Impact a Bond’s Price & Yield
- COLT Framework: Credit, Optionality, Liquidity and Tenor
- Understanding Interest rate risk and duration
- Building & Managing a Bond Portfolio
- How to build a balanced bond portfolio
- Bond portfolio strategies for different investor profiles and economic cycles
- Introduction to leverage
- How to track your bond portfolio effectively
- Planning for cashflows and redemptions
- How to Pick the Right Bond for Me?
- Govt. vs. Corporate
- Investment Grade vs. High Yield
- Short vs. Long
- Perpetual & AT1 Bonds
- Local vs. foreign currency
- How to buy bonds – primary vs. secondary markets
- How to Find & Track Bonds via the BondEvalue App
- Q&A
Course Instructors
Dr. Rahul Banerjee
Co-Founder & CEO
Rahul is a DCM-banker with 20 years of experience, including stints at global premier banks such as Credit Suisse, Nomura and Citi. In his previous role, he was the Global Head of International Corporates, Financial Market Sales at Standard Chartered Bank, where his team was based across all the major dealing rooms and covered the Fixed Income needs of large corporate clients.
George Thomas
Director – Fixed Income, BondEvalue
George has a decade of experience in Fixed Income Markets having previously worked at Credit Suisse. He used to work on the Asian Local Currency Fixed Income Trading desk for over four years, primarily focusing on India Offshore and South East Asian markets. His experience includes trading bonds, futures, swaps and onshore & offshore FX.
Who Should Attend?
- Private bankers
- Relationship managers
- Investment counsellors
- Wealth managers
- Analysts
- Asset Managers
Teaching Style
Interactive teaching style with a focus on key concepts and practical aspects.
Fees, Dates & Venue
$150 per participant, and includes a free 6-month subscription to a bond tracking App (worth over $120)
| Date | Day | Time Zone | Time | Format |
|---|---|---|---|---|
| 13 April 2023 | Thursday | Asia/UK | 4-6pm SG/HK | 12-2pm Dubai | 8-10am London | Live in-person in Singapore and virtual via Zoom |
| 27 April 2023 | Thursday | US/LatA | 9-11am SG/HK | 7pm Mexico City | 8pm New York | Virtual via Zoom |
| 17 May 2023 | Wednesday | Asia/UK | 6-8pm SG/HK | 2-4pm Dubai | 10am-12pm London | Live in-person in Singapore and virtual via Zoom |
| 2 Aug 2023 | Wednesday | Asia/UK | 5-7pm SG/HK | 1-3pm Dubai | 9-11am London | Virtual via Zoom |
- Introduction to Bonds and Their Role in a Balanced Portfolio
- What are bonds and how do they work?
- How bonds are different from stocks
- Understanding key terms including coupon, yield and spread
- The math behind bond prices and the price-yield relationship
- Why do you need bonds in your portfolio?
- What Makes Bonds Attractive in 2023
- Understanding the macroeconomic factors that drive bond markets
- A deeper look at the macro environment in 2023
- Yield curves
- A comparison of bond yields – then and now
- Exercise of matching different bonds with their yields
- Key Factors That Impact a Bond’s Price & Yield
- COLT Framework: Credit, Optionality, Liquidity and Tenor
- Understanding Interest rate risk and duration
- Building & Managing a Bond Portfolio
- How to build a balanced bond portfolio
- Bond portfolio strategies for different investor profiles and economic cycles
- Introduction to leverage
- How to track your bond portfolio effectively
- Planning for cashflows and redemptions
- How to Pick the Right Bond for Me?
- Govt. vs. Corporate
- Investment Grade vs. High Yield
- Short vs. Long
- Perpetual & AT1 Bonds
- Local vs. foreign currency
- How to buy bonds – primary vs. secondary markets
- How to Find & Track Bonds via the BondEvalue App
- Q&A
Dr. Rahul Banerjee
Co-Founder & CEO
Rahul is a DCM-banker with 20 years of experience, including stints at global premier banks such as Credit Suisse, Nomura and Citi. In his previous role, he was the Global Head of International Corporates, Financial Market Sales at Standard Chartered Bank, where his team was based across all the major dealing rooms and covered the Fixed Income needs of large corporate clients.
George Thomas
Director – Fixed Income, BondEvalue
George has a decade of experience in Fixed Income Markets having previously worked at Credit Suisse. He used to work on the Asian Local Currency Fixed Income Trading desk for over four years, primarily focusing on India Offshore and South East Asian markets. His experience includes trading bonds, futures, swaps and onshore & offshore FX.
- Private bankers
- Relationship managers
- Investment counsellors
- Wealth managers
- Analysts
- Asset Managers
Teaching Style
Interactive teaching style with a focus on key concepts and practical aspects.
$150 per participant, and includes a free 6-month subscription to a bond tracking App (worth over $120)
| Date | Day | Time Zone | Time | Format |
|---|---|---|---|---|
| 13 April 2023 | Thursday | Asia/UK | 4-6pm SG/HK | 12-2pm Dubai | 8-10am London | Live in-person in Singapore and virtual via Zoom |
| 27 April 2023 | Thursday | US/LatA | 9-11am SG/HK | 7pm Mexico City | 8pm New York | Virtual via Zoom |
| 17 May 2023 | Wednesday | Asia/UK | 6-8pm SG/HK | 2-4pm Dubai | 10am-12pm London | Live in-person in Singapore and virtual via Zoom |
| 2 Aug 2023 | Wednesday | Asia/UK | 5-7pm SG/HK | 1-3pm Dubai | 9-11am London | Virtual via Zoom |
Register Now
Select the date/time and continue to make the payment.
Course fees: US$150
Includes a free 6-month subscription to the BondEvalue App (worth over US$120) for new users
13 Apr 2023
4-6pm SG/HK | 12-2pm Dubai | 8-10am London
27 Apr 2023
9-11am SG/HK | 7pm Mexico City | 8pm New York
17 May 2023
6-8pm SG/HK | 2-4pm Dubai | 10am-12pm London
2 August 2023
5-7pm SG/HK | 1-3pm Dubai | 9-11am London
Get in Touch
Have questions? Request a callback by providing your contact details below.
For inquiries:
Raahil Shah - VP, BondEvalue
raahil.shah@test.bondevalue.com,
+65 9822 4702 /
+852 8170 0240
