Tuesday April 15, 2014 from 12:00 PM to 1:00 PM CDT
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Plaza Club 
100 W Houston St # 21
San Antonio 78205

Driving Directions 


Denise Smith 
CFA Society San Antonio 

Brad Bonga, Performance Trust on April 15, 2014 at Plaza Club 

Come join us for Brad Bonga from Performance Trust for our monthly CFA luncheon.  Brad will be presenting The Fixed Income Landscape has Changed.  

With over 20 years’ experience in fixed-income capital markets, he has demonstrated his expertise in municipal analytics and sales, traded the RMBS sector by identifying and structuring over 30 different CMO vehicles in excess of $5 billion par. These complex pools included both agency guaranteed and private label mortgage-backed securities. They ranged from prepayment penalty pool CMOs to CMO Select and credit enhancement plus. 

Brad has served on the ALCO committee and board of directors of a publicly traded bank with $900 million in assets. As an owner, he applied his experience to improve bank performance through his application of Shape Management®. Additionally, Brad served as senior portfolio manager for Performance Trust’s affiliated firm, Performance Trust Investment Advisors, and is now the fixed-income strategist for Performance Trust.

Brad graduated from Wheaton College with a degree in Business Economics. 


CFA Members- FREE

Non CFA Members/Guests- $30, payable credit card online, pay at event by cash, check or credit card