Level II Fixed Income Workshop
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OCT
19
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A Candidate Engagement Advisory Council sponsored event.
Are you ready for the Level II CFA Exam? How about the Fixed Income section? While Fixed Income at Level II is only 10% - 15% of the exam there’s a lot of complex quantitative material to digest that can feel overwhelming if you have not seen it before. Are you ready to answer questions on forward interest rates, how to price a bond using a variety of different valuation methodologies, as well as discuss yield curves, credit spreads, and credit default swaps?
Please join Peter Stutz, CFA as he helps prepare you for the fixed income section of the Level II CFA Exam. This workshop will take you through some key concepts as well as provide you with 30-40 exam-type questions covering each of the five learning modules. Mr. Stutz will work through solutions to these problems and provide test taking tips specific to the fixed income portion of the exam.
SPEAKER
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Peter Stutz, CFA | Peter Stutz, CFA, is a Managing Director at Gideon Strategic Partners, an independent investment advisor in Los Angeles. He specializes in personalized strategic solutions for individuals, families, and businesses. Focusing on investment management, he employs a macro-driven approach to crafting custom portfolios for clients.
Pete has over 25 years of institutional investment industry experience as an analyst, trader, and portfolio manager. Prior to Gideon he was a Managing Director and Portfolio Manager at Guggenheim Partners in Santa Monica where he managed various insurance company portfolios. He was also a member of the firm’s Portfolio Construction Group, creating model portfolios for core fixed income, multi-credit, and multi-asset strategies. Before Guggenheim, Pete was a Portfolio Manager at Western Asset Management in Pasadena, specializing in global interest rate and derivative strategies and overseeing U.S. inflation-linked bond portfolios.
Pete holds a BS in computer science from the University of Illinois Urbana-Champaign and an MBA from the University of Chicago’s Booth School of Business. He became a CFA charter holder in 1996 and is a past President of the CFA Society of Los Angeles. He is also a member of the Advisory Council for the Burridge Center for Finance at the University of Colorado.
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Registration Fees Registration is open to everyone. You do NOT need to be a member of CFA Society Los Angeles to register. |
Dr. Lawrence Harris, CFA, PhD
James Lewis, CFA, CIPM
