The Navigating the New Fixed Income Markets presentation seeks to provide advisors and investors with an understanding of the key concepts, trends and elements of the fixed income market critical to their knowledge of, and ability to evaluate, fixed income investments. This is considered an Overview level of complexity and is intended to be an introduction to key themes, indicators, relevant statistics/data and trends important to a financial advisor and an investor’s understanding of the fixed income market.
Speaker: Paul Blomgren, CFA, Senior Vice President / Client Portfolio Manager, Nuveen Bio
11:00 AM Sign-in/Networking
11:15 AM Lunch Buffet Open
11:30 AM Welcome/Announcements
12:00 PM - 1:00 PM Presentation, Paul Blomgren
1200 Stassen Lane, West St. Paul, MN 55118
This educational offering is PENDING by the Minnesota Commissioner of Commerce as satisfying 1.0-hours of standard classroom credit toward continuing insurance education requirements.
CFP: 1.0-hours Standard credits PENDING.
CLE: 1.0-hours Standard credits PENDING.
A Certificate of Attendance will be provided for individuals requesting credits for CPE and PRP (Professional Recertification Program - formerly PACE.)
Buffet Selection: TBD
FSP Members: $35.00 (Registration after 4/30/18 $50.00)
Guest Pass: Each FSP member may invite two guests who may be interested in FSP membership, with no attendance fee, to an event or program between July 2017 - June 2018. Once a guest has attended, they should register as a non-member.
Members of an allied association (TCEPC, FPA, MAHU, NAIFAmn, WIFS): $35.00 (Registration after 4/30/18 $50.00)
Nonmembers after first free attendance: $50.00
Season Pass 2017: Prepaid attendance to all FSP-TC programs and events now through June 2018
Diamond Sponsors: Free attendance for three
Platinum Sponsors: Free attendance for two
Gold Sponsors: Free attendance for one
Late Registration Fee: Registrations received after 4/30/18 will be charged $50.00
No Shows: Registered attendees will be invoiced for outstanding attendance fees even if they do not attend.
Cancellation Policy: No refunds will be provided for cancellations after 4/30/18 or for no-show attendees. All pay-at-the-door attendees will be billed whether they attended or not.
Handouts: A confirmation email will be sent the Tuesday prior to the Thursday program with links to handouts. No hardcopy handouts will be provided. Members may log into the "Member Section" of the Chapter website to download handouts for current and historic programs.