BondEdge Version 3.4

Dear Fixed Income Professional:

We invite you to register for access to the replay of our recently recorded webcast: BondEdge Version 3.4.

Recording Info:

Topic:
Recorded:
Duration:
Cost:

BondEdge Version 3.4
Wednesday, December 7, 2011
1 hour
Free

Recording Description:

In this webcast, we will update our customers on further significant enhancements to the overall system performance, multi-portfolio what-if analysis, portfolio importing, expanded Multi-Factor Term Structure modeling, and user experience.

This informative webcast will highlight new features scheduled to be released in Version 3.4:

Multi-Portfolio ‘What-If” Blotter Matrix – BondEdge Version 3.4 includes a “What-If” Trade Blotter Matrix that allows clients to more efficiently rebalance a group of portfolios in a single session.
Expansion of Multi-Factor Term Structure Model – This model, added to BondEdge in Version 3.2 for RMBS, is available for bonds with embedded call and put options in Version 3.4. This model is accessible for securities in both the BondEdge and local (client modeled) databases.
Multiple Portfolio Reporting – Effective with this version, clients can create multiple portfolio (policy) reports which access pre-processed portfolio averages and distribution allocations, which can significantly decrease the time needed to generate multiple portfolio summary and distribution reports.
Portfolio Scanning – The Portfolio Scan feature in BondEdge has been expanded to include portfolio average measures and distribution allocations, and can be integrated with the BondEdge “What-If” analysis.
Portfolio Importing – BondEdge Version 3.4 includes enhanced diagnostics and logging capabilities, as well as email notifications.
User Experience – System navigation, reporting, and charting capabilities have been enhanced in Version 3.4.

Panelist Info:

Louis J. Gehring
Senior Vice President, BondEdge® Product Manager
Louis J. Gehring is Senior Vice President, BondEdge Product Management at BondEdge Solutions. Mr. Gehring brings more than twenty years of product management experience and fixed income market expertise, having joined the business in 1991. Mr. Gehring leads our efforts to listen to customer and market demands and to ensure that we continuously improve our BondEdge product allowing it to become more valuable and mission critical to our customer’s business process over time. Mr. Gehring speaks regularly at industry conferences and specializes in the topics of performance attribution and fixed income portfolio risk analysis. Prior to BondEdge Solutions, Mr. Gehring worked as a pension fund consultant in the trust department at Citibank and at the Irving Trust Company. Mr. Gehring holds an MBA from SUNY, Buffalo, and a BS in Physics from Rensselaer.

Philippe Rasborn
Senior Vice President & Director, Product Development
and Quality Assurance
Philippe Rasborn is Senior Vice President & Director, Product Development and Quality Assurance at BondEdge Solutions, and has been with the business since 1996. Mr. Rasborn oversees the product development lifecycle from strategic planning to tactical activities, and provides expertise and leadership in the design, definition and development for all products leveraged from the BondEdge® platform. Mr. Rasborn received his BBA in Finance from Loyola Marymount University, Los Angeles.

Sincerely,
Sonia Dixon
EVP, Client Services and Operations
BondEdge Solutions