May 13, 2025 -- PAID Annual Lunch Participants

11:30 am Deli Lunch Buffet

12:00 pm Program

PAID Annual Lunch Participants 

 (Accepted for -1- CFP® CE Credit - Course Code: 336362)  

 Investing in Hawaii Municipal Bonds presented by Stephanie Nomura with Bishop Street Funds

 Are you ready to boost your expertise in municipal bonds and better serve your clients? Join us for an insightful session designed to equip financial professionals with practical knowledge and current strategies.

 What You’ll Learn:

 Dynamics of the Municipal Bond Market

 Tax Benefits & Portfolio Applications

 Hawaii-Specific Issuers & Credit Trends

 Market Trends & Economic Outlook for 2025

 Strategies like Laddering, Mutual Funds, and State-Specific Bonds

 Whether you're new to municipal bonds or looking to refine your recommendations, this session will help you stay ahead of the curve—and bring more value to your clients.

 Plus, we’ll explore Hawaii’s municipal landscape, including state and county issuers, revenue projects like UH and Honolulu Wastewater, and the impact of current tax policy changes.

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 Stephanie Nomura has 23 years of experience in the financial services industry. She is a Senior Portfolio Manager in the Asset Management department of the Institutional Advisory Services Division, focusing on municipal fixed income securities and serves as co-portfolio manager of the Bishop Street Hawaii Municipal Bond Fund. Prior to FHB Stephanie was a fixed-income portfolio manager in Los Angeles and most recently the Director of Fixed Income and the portfolio manager of a Hawaii state-focused municipal bond fund at a local financial institution.

Stephanie holds a B.A. from the University of California, Irvine, and a MBA from the University of Hawaii. She is a member of CFA Society Hawaii and serving as its co-chair of continuing education. She also is a series 54 Municipal Principal.