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    Fixed Income and Credit Market Investing
    Wharton Executive Education

    Fixed Income and Credit Market Investing

    Wharton Executive Education, Philadelphia
    HomeFinanceWharton Executive EducationFixed Income and Credit Market Investing
    5 daysDuration
    in-personFormat
    EnglishLanguage
    FinanceTopic

    Next Available Cohort

    Choose your preferred start date

    Apr 12 - Apr 16, 2027
    5 days Β· in-person Β· Instructor-Led Β· Philadelphia, PA
    Open
    $12,875

    All-inclusive program fee

    About This Program

    Fixed-income investing and risk management have become even more important as near-zero interest rates fade into memory. Growing credit markets, along with higher interest rates and inflation, have brought with them a variety of challenges for institutions and investors. Borrowing is more costly, asset values are reduced, and defaults are expected to rise. But accompanying these challenges are opportunities. Higher debt yields and new fixed-income products offer more attractive investment options. More active fixed-income markets provide more scope for hedging and debt management. Fixed Income and Credit Market Investing empowers participants to address the challenges and to take advantage of the opportunities. Wharton finance faculty and industry experts combine academic research with proven strategies to deliver a comprehensive program that will equip participants with the knowledge, tools, and confidence to engage in fixed-income investing and risk management.

    Why Wharton Executive Education?

    When Fortune 500 boards, sovereign wealth funds, and serial founders want their senior teams sharpened on finance, strategy, or leadership, they repeatedly arrive at the same address in West Philadelphia. Wharton's executive programs are built on the same faculty who define the academic disciplines themselves β€” not practitioners brought in to translate research, but the researchers writing it.

    Your Profile

    • Executives from commercial banks, pensions, hedge funds, insurance companies, family offices, asset managers, or endowments
    • CFOs and CIOs of companies as well as other C-level executives in the vicinity of asset management
    • CFOs, treasurers, and other executives engaging with debt capital markets or with funding responsibilities
    • Entrepreneurs whose firms may be beyond the growth stage and now want to tap venture debt or secure a bank loan
    • Portfolio managers at pension funds, sovereign wealth funds, and other institutional investors β€” capital allocators, broadly speaking
    • Private wealth advisors for high-net-worth individuals and families as well as high-net-worth individuals who manage their own money
    • CPAs, attorneys, and others involved in institutional advisory services

    Benefits

    • Fixed Income and Credit Market Investing will feature a mix of classroom discussion, small-group breakout sessions, individual exercises, and external activities aimed at optimizing the learning experience. Participants will actively engage in a variety of decision-making scenarios including:
    • Bond portfolio construction and management at a hedge fund Liability-driven management at an insurance company and a pension fund Capital-structure planning at a manufacturing firm Liquidity management at a tech company Private credit investing by an institutional investor Managing interest-rate risk at a commercial bank
    • The emphasis throughout the week is on active learning in which program participants are always engaging with the material, the teaching staff, and one another. Additionally, sessions and candid interactions with industry speakers will bring an insider’s perspective on how the underlying concepts play out in the debt markets.

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