Full Disclosure unites Performance Trust moderator Brian Battle with a panel of experts as they tackle critical financial questions via live broadcast. See below for more information on our upcoming episode, or explore our archive of previous episodes.
Principles of Performance
April 04-06 th
2017 Des Moines, Iowa
Today, with Fed Funds at 0.25% and the 10-Year Treasury at 2%, mistakes and misunderstandings could have catastrophic consequences. In our third Full Disclosure episode, "What Not to Buy," Brian Battle and an expert panel, including popular CNBC color commentator Rich Berg and former Senior Examiner for the Federal Reserve Bank Phil Nussbaum, will examine the poor-performing sectors of 2011 and provide insight into sectors that seem tempting but should be avoided in 2012.
Richard S. Berg - Chief Executive Officer and Co-Founder, Performance Trust Capital Partners, LLC
Philip M. Nussbaum - Chairman of the Board and Co-Founder, Performance Trust Capital Partners, LLC
Alan Crain - Executive Vice President and Chief Financial Officer, Seattle Bank
Expertise in liability management, taxable municipal bonds, and mortgage securities
Frequent on-air commentator for CNBC, Fox Business News, and Bloomberg TV
Previous Episode Municipal Credit Examined March 22, 2011 11:00 AM CST
In our second Full Disclosure episode, "Manicipal Credit Examined," Brian Battle and an entirely new expert panel narrowed their focus to individual credits and specific sectors, including general obligation bonds, revenue bonds, development deals, and essential purpose revenue bonds. Watch as they establish critical metrics and measure credit risk in the era of irresponsibliity.
Municipal Credit Exposed October 6, 2010 11:00 AM CST
Director Brian Battle of Performance Trust moderated an engaging Q&A style panel of top muni credit experts via live webcast. Watch as they tackle investors’ burning questions, including: What are the stresses? How can we avoid danger and still achieve municipal performance? How can you measure downgrade risk?
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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.