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AICPA Not-for-Profit Industry Conference 2021

NOT2117 - What? My Bonds Are No Longer "Safe" ?

Jun 7, 2021 4:40pm ‐ Jun 7, 2021 5:30pm

Standard: $49.00


We are living in an unprecedented historic time that hardly any economist would have predicted even 3-5 years ago - one of near zero interest rates. This poses a double-edged challenge to investors, especially to those non-profit organizations that have always banked on the safety of bonds as their armor against market declines. Even those who depended on bonds for generating income to support operating budgets or simply for earning yield are scratching their heads. There's nowhere to go without the added risks of a new direction. How can the investors navigate this treacherous "safe" investment? What options are available to avoid the drag of bonds that are producing almost zero income? Perhaps what one needs is a different lens.

Learning Objectives:
  • Analyze the trade-offs of investing in bonds in a near zero interest rate environment.
  • Determine how and where to find safety and income when bonds no longer provide the safe ballast.


  • Arun Sardana, CIMA, MBA, Managing Director - Investments, Senior Institutional Consultant, SPG Fiduciary Partners of Raymond James
  • Adam Proger, VIce President - Wealth Management, Institutional Consultant, SPG Fiduciary Partners of Raymond James

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