“Why Buy Bonds Now?”

When:  Apr 8, 2023 from 09:00 to 11:00 (PT)
Associated with  AAII San Diego Chapter

Saturday, April 8, 2023, 9 AM PDT

Why Buy Bonds Now?

Join us for our next in-person meeting at our newly expanded meeting facility in the La Jolla/UTC area to network with other like-minded investors and gain valuable insight into the Bond Market with Ms. Linda Beck, Senior Vice President and Director of Fixed Income for Bailard, Inc.

Popular bond funds like the Vanguard Total Bond Market Index ETF (BND) lost over 15% in 2022, one of their worst years on record.   The first few months of 2023 have shown more volatility including a recent 3% rally (March 1-March 15).  What is next for the Bond market?  Come join your fellow chapter members and guests as Linda Beck explores the outlook for bonds today and how they may fit in your portfolio.  She will lean on her 28 years of experience in finance and delve into what the FOMC might do for the rest of this year, in 2024, and discuss how policy changes might impact the bond market.  She will explore our economic outlook and how it affects different bond sectors and valuations.  Lastly, she will discuss the difference between owning individual bonds versus bond funds in your portfolio.   

Linda joined Ballard, Inc. in 2012 and leads the firm’s fixed-income investment strategies in addition to working directly with a select number of its clients. Before joining Bailard, she worked as a Senior Portfolio Manager in RCM’s Private Client Group and managed all fixed-income accounts in the San Francisco office. Linda joined RCM in 1994, serving RCM’s institutional fixed income department, where she was responsible for over $2 billion in taxable institutional and high net worth fixed income portfolios. She received her Chartered Financial Analyst® designation in 1991 and is a member of the CFA Institute and the CFA Society of San Francisco. Linda’s industry career began in 1986, earning a BS in mathematical economics from Pomona College and an MBA in international finance from the University of Chicago. She enjoys living in Marin County. 

Click here to register for in-person attendance.

Click here to register for Zoom Webinar. 

Attending this session will allow you to learn the following:

  • Review the outlook, including current yields and risks, for owning a bond portfolio now
  • Understand the risks inherent in the bond market.
  • How to structure a bond portfolio to position yourself for attractive after-tax returns

We look forward to seeing you, asking questions in person, and sharing with other AAII members.   Doors open at 8:30 a.m.  (PDT).  Complimentary coffee and pastries will be ready to enjoy.  Registration is not required to attend in person, but it does help us plan for the meeting.  Please register here if you plan to attend in person.  If you can’t attend in person, please feel free to join us for a live webinar broadcast.  Registration required -- Register Here for the Zoom webinar.

Meeting Details:

Date: Saturday, April 8, 2023

8:30 a.m.  (PST)     Registration/Social*/online portal is open.
9:00 a.m.  (PST)     Program starts
10:45 a.m.  (PST)   Q&A
11:00 a.m.  (PST)   Meeting Adjourns
11:15 a.m.  (PST).   No-host lunch (5-minute drive) at The Corner Bakery 

* A special note of gratitude to Evan Kleber for providing coffee and donuts for our meeting.


Good Samaritan Episcopal Church
Roetter Hall 4
4321 Eastgate Mall, San Diego, CA 92121

This meeting will be in person at the Good Samaritan Episcopal Church (2 blocks north of UTC Westfield Mall).  Enter the parking lot off Eastgate Mall.  Drive straight back and park.  Note that parking is free (please disregard the paid parking signs).   Enter Roetter Hall 4 by walking around the south side of the building.  Registration is not required to attend, but it does help with our planning.  Let us know if you are attending by registering here.

For those attending via the Zoom Webinar:  

Registration is required to attend the live broadcast via Zoom  (click here to register for the Zoom webinar).  After registering, you will receive a confirmation email.  The confirmation email will contain the link for you to join the webinar.  Please retain the email confirmation with your unique personal link to access the webinar.  We recommend you join the webinar 10 minutes early to ensure you have access and adjust audio settings, etc., as needed.  The session is open to everyone, so please have them register if they are interested in attending.


Please consider supporting the San Diego Chapter of AAII and our educational seminars.  Your efforts support our modernized equipment and ongoing operational costs.  You can make any financial support on the chapter website at www.aaiisandiego.com or in person with Tom Jones, Treasurer.  Your financial support is greatly appreciated.

Meeting details related to the Covid Pandemic:

Please Read the AAII COVID Protocol for In-Person Meetings

In-Person Attendee Acknowledgement

Please browse the chapter website at https://aaiisandiego.com for more information on this event, our sub-groups, and future events. 

If you have any questions, please don’t hesitate to contact Rob Bernstein, AAII San Diego chapter president, at rob@rgbcapitalgroup.com or 858-367-5200.


Good Samaritan Episcopal Church
4321 Eastgate Mall
Roetter Hall 4
San Diego, CA 92121
Event Image


James Hoffmann