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Conference

Is your investment portfolio helping the bottom line or creating future trouble?

Performance Trust University®, a premier fixed-income portfolio education course, was founded in 1994 by Rich Berg and Phil Nussbaum to lay a foundation of disciplined investing that they observed was lacking in the financial industry.

As they worked in separate capacities—Rich as a portfolio analyst and Phil as an examiner— they made the same observation: too often, bonds were bought and sold with little to no understanding of the math behind these complex cash flows. Rich’s colleagues would sell specific products to institutions simply because they were the type of product that the institution usually purchased. The portfolio managers whose portfolios Phil examined would purchase specific products simply because they were among the products their brokers showed them.

Having experienced firsthand the weak structural integrity of this Wall Street product- centered model, Rich and Phil co-founded Performance Trust University® to teach a disciplined analytical approach about investments. For institutional investors who lack time or resources to properly analyze the portfolio, this 18-year-old program teaches fundamental bond math principles that underlie securities to help financial institutions make informed investment decisions.

What We Are Hearing From Attendees

  1. We’re flush with historic amounts of liquidity and our loan demand isn’t what it used to be.
  2. Our margins are compressing and earnings are going to be a serious challenge moving forward. Now what?
  3. We feel like our portfolio is positioned for rates up, but are we really prepared for rising rates?
  4. How much interest rate risk do we truly have in the portfolio?
  5. How can we objectively measure a bond’s impact on the whole portfolio? On the balance sheet?

The research and other information provided herein has been prepared for informational purposes only and is not an offer or solicitation to purchase or sell securities. Performance Trust Capital Partners (Performance Trust) may make a market, or have a position in the securities discussed herein and may purchase or sell the same on a principal basis or as an agent. Investing involves risks, including the potential for principal loss. There is no guarantee that the strategies and services will be successful or outperform other strategies and services. Investing in bonds includes assumption of risks, including rising interest rates to decrease the value of bonds. Certain assumptions may have been made in connection with the analysis presented herein, and changes to the assumptions may have a material impact on the analysis or results. Past performance is no guarantee of future results. The investments discussed herein may be unsuitable for investors depending on their specific investment objectives and financial position. Investors should independently evaluate each investment discussed in the context of their own objectives, risk profile and circumstances. With respect to the information contained herein that has been obtained from public sources, while Performance Trust believes this information to be reliable, Performance Trust does not guarantee its accuracy, adequacy or completeness and is not responsible for any errors or omissions or for the results obtained from the use of such information.