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Mark-to-Market Debate The Ratings Debate

Kurt A. Fritz

Kurt A. Fritz

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Managing Director

A former options trader, Kurt is an expert at analyzing complex securities with embedded options. He also plays a key role in the company’s trading and analytics department, where he helps bankers make better risk/reward decisions in fixed-income investing. An experienced speaker who also develops the educational curriculum at Performance Trust University®, Kurt often appears before banking, insurance and credit union groups as well as regulators. Kurt has a business economics degree from Wheaton College.

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Experience the premier fixed-income portfolio educational program.

Our next date for the The Advanced Course Course is:
June 11th, in Chicago, IL

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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.