Bond Investment Mentor
Business & Economics Podcasts
Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and...
Location:
United States
Description:
Are you searching for an objective source to help you understand how to manage fixed income investments for your financial institution? Each week, join Chris Nelson, a 30-year banking and investment veteran, as he covers fixed income securities and investment portfolio management, and discusses the latest news and developments in the financial markets.
Language:
English
Episodes
Before You Buy: Your Pre-Purchase Due Diligence Process
4/30/2026
Welcome to Bond Investment Mentor! In this episode, Chris discusses the importance of establishing a solid investment pre-purchase due diligence process. He shares a four-question framework to help build a system that works both before and after the investment purchase.
In this episode:
Visa announcementPre-Purchase Due Diligence Checklists If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Duration:00:37:00
When Did You Last Really Look at Your Investment Policy?
4/17/2026
Welcome to Bond Investment Mentor! In this episode, Chris explores why most investment policies are built to fight the last crisis and how that reactive approach leaves institutions exposed to emerging risks. He shares a practical six-step approach for transforming your investment policy into a forward-looking strategic tool.
In this episode:
LEARN MORE If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Connect with Nelson Capital Advisors
Interested in discussing how these concepts apply to your institution? I'd welcome the conversation.
Chris@NelsonCapitalAdvisors.com About Nelson Capital Advisors Nelson Capital Advisors is a registered investment adviser with the U.S. Securities and Exchange Commission, specializing in serving community banks and credit unions. We provide investment advisory services, portfolio management consulting, investment policy development, and fixed-income strategy guidance.
Bond Investment Mentor LLC and Nelson Capital Advisors are commonly owned entities.
For detailed information about Nelson Capital Advisors' services, fees, and potential conflicts of interest, please review our Form ADV Part 2A brochure.
Important Disclaimer The content in this podcast is for educational and informational purposes only and should not be considered personalized investment advice for your specific situation. For advice tailored to your institution's needs, please contact Nelson Capital Advisors directly.
Duration:00:33:22
Investing in Bank Sub-Debt
4/6/2026
Welcome to Bond Investment Mentor! In this episode, Chris breaks down bank subordinated debt as community banks face a wave of refinancing offers. Learn what makes sub-debt riskier than typical bonds, the policy foundation required before investing, and how to perform independent credit analysis on these securities.
In this episode:
(LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Duration:00:46:48
Cash Flow Is King
3/20/2026
Welcome to Bond Investment Mentor! In this episode, Chris explores why strategic cash flow management should be your number one liquidity tool for managing the investment portfolio. Learn how to move from reactive scrambling to proactive liquidity planning, while protecting portfolio income and performance.
In this episode:
(LEARN MORE) If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Duration:00:33:33
The Return of Prepayment Risk Management
4/5/2025
Welcome to Bond Investment Mentor! In this episode, Chris discusses prepayment risk, why it may be making a comeback, and how to manage this risk in investment portfolios.
In this episode:
Check out Atlanta Fed GDPNow(LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Duration:00:39:55
The Power Of Strategic Portfolio Management
3/22/2025
Welcome to Bond Investment Mentor! In this episode, Chris explores the power of strategic portfolio management and why it's essential for community financial institutions in today's uncertain environment.
In this episode:
Learn More(LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Duration:00:38:18
Rates Are Changing, What Should We Do Now?
2/6/2024
In this episode:
(Click here)(LEARN MORE)(LEARN MORE)(LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:26:12
Let's Get Ready for 2024!
1/17/2024
In this episode:
(LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:28:53
The Importance of Proactive Balance Sheet Management
12/22/2023
In this episode:
Darling Consulting Group(LEARN MORE)(LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:44:46
Diving Into The World of Derivatives
12/12/2023
In this episode:
Chatham Financial(LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:35:47
Revisiting the Rate Setting Playbook
12/4/2023
In this episode:
The Core Point(Click here to try it!)(LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:40:06
The Ultimate Investment Resource for Community Bankers
11/16/2023
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
(Download FHFA Report)(LEARN MORE)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:23:01
Shaping Future Bankers: A Look Inside Pacific Coast Banking School
8/14/2023
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
(Learn More)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:39:32
The Basics of SBA Securities
8/7/2023
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
(Learn More)(Click Here)(Click Here)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:20:23
The Basics of Commercial MBS
7/24/2023
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
(Learn More)(Learn More)If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:22:46
The Basics of Municipal Bonds
7/17/2023
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
Bond Basics courseIf you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:24:44
The Four Levels of Risk
7/10/2023
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:24:47
What to Do When You're Not Investing
7/2/2023
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:22:51
Building & Managing a Bond Ladder
6/23/2023
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:18:43
The Effect of Interest Rates Then and Now
4/24/2023
Welcome to Bond Investment Mentor! This is a podcast dedicated to helping community financial institutions master the art of fixed-income investments.
In this episode:
If you have questions about anything covered in this episode, please email me at Chris @ BondInvestmentMentor.com.
Do you know someone who could benefit from this information? Please share this episode and podcast with them!
You will find more articles, tips, and resources about fixed-income investing and portfolio management at BondInvestmentMentor.com. Check it out!
Let’s Connect via Social Media!
LinkedIn: Christopher Nelson, CFA
Facebook: Bond Investment Mentor
Duration:00:55:16