3: U.S. Municipal Market Overview and its Participants

Course Description

Observe how the municipal bond market uniquely operates, from issuance to secondary trading, as well as how market participants interact and why compensation models are important considerations when determining appropriate issuance and investment strategies.

Lessons

1: Municipal ("Muni") Basics

2: Market Overview

3: New Issue

4: Secondary Sales and Trading

5: Regulatory Considerations

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$995 for students, governments and non-profits


$1650 for corporate and for-profit entities


Group pricing for teams of 5 or more

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Course Requirements

Prerequisites

There are no prerequisites for this course.

Program Level

Basic

Field of Study

Finance

Credit Hours

4.0


Course Instructor

Betsy C. Shelton

Senior Portfolio Manager and Director of Research, Charles Fish Investments (CFI)

Bio

Betsy C. Shelton is the Director of Research, Senior Portfolio Manager, as well as serving as the firm’s Corporate Secretary. Betsy joined the firm in 1996 with more than twenty years of experience in the municipal bond sector. Ms. Shelton began her fixed income career at Goldman Sachs and later held positions as a municipal bond trader and underwriter at the former Bateman Eichler, Hill Richards, Inc. Prior to joining CFI, she was Vice President of Institutional Sales at First Boston Corporation and Dean Witter Morgan Stanley. Her current responsibilities include the oversight of CFI’s credit assessment and monitoring practices. In this capacity she researches, evaluates, and monitors client assets; performs impact analyses on regulatory, judicial and legislative issues; and maintains CFI’s extensive credit database. Betsy is currently a member of the Municipal Securities Rulemaking Board (MSRB) Investor Advisory Group which provides the MSRB board with additional expertise on municipal market practices, transparency, and investor protection issues. She is a member of the California Society of Municipal Analysts, the National Federation of Municipal Analysts, and UCI Center for Investment and Wealth Management and is a former MSRB arbitrator. Betsy holds a degree in economics from the University of Redlands (1971) a paralegal certificate from UCI (2005), and has completed advanced studies through UCLA, UCI and AIMR.

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