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Future of Finance

“Moneyball for bonds” seems to be working for Sean Dranfield‘s $10B PTAM fund Watch now AUGUST 2025 Risks and Other Important Considerations Past performance does...

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The Open on BNN Bloomberg

The Open on BNN Bloomberg Sean Dranfield, CEO of PTAM, joined The Open on BNN Bloomberg to break down the latest in fixed income, interest...

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Market Updates

Tariff Impact I Market Update

Portfolio Manager Q&A Download the PDF What is your take on Trumps tariff announcement and the potential market impact? Plaiss: I believe there’s two ways...

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Shape of The Markets

What is Bond U?

Bond U is not your typical investment seminar. It’s a high-impact educational experience designed to transform how you think about fixed income. Whether you’re an institutional investor, advisor, or strategist, Bond U gives you the tools to understand total return in a way that’s rate-agnostic, mathematically rigorous, and immediately applicable to portfolio construction.

Topics to be discussed:

  • The Use & Abuse of Traditional Metrics
  • Our “Moneyball” Solution
  • Changing the Shape of Fixed Income
  • The Playbook on How to Apply Shape Management to your Portfolio.

Key Takeaways

Shape Management Fundamentals

Learn how PTAM evaluates bonds by modeling performance across multiple rate scenarios.
Strategic Bond Construction

Discover how to build portfolios that are resilient in both rising and falling rate environments.
Client-Ready Insights

Gain the language and tools to clearly articulate bond strategy and risk in today’s environment.

Upcoming Events

DatesRegionLocation
June 25th, 2026NorthwestSeattle
August 2026NY & New EnglandConnecticut
September 2026NationalChicago
November 2026MidwestDetroit
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Meet the Instructors

Sean Dranfield

Chief Executive Officer, PTAM

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Taylor Huffman, CFA

Client Portfolio Manager, PTAM

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Adam Wolcott

Client Portfolio Manager, PTAM

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“I’ve been in fixed income for 20 years, and this is the first time I saw bonds laid out with this level of clarity. Shape Management changed how I build portfolios.”
- Advisor, NY

See Bond U in Action

“I left feeling empowered to have smarter conversations with clients.”
 “Truly the most relevant fixed income education I’ve had.”
“The Shape modeling tools made it all click.”

For More information

Please complete the form below, and a member of our team will reach out with additional information and answer any questions you may have.

Webinar Details

Join our Portfolio and Client Portfolio Management teams for a quarterly market update. We’ll review recent portfolio performance, discuss key market trends, and share our outlook for the coming quarter. Each session concludes with a live Q&A.

Questions can be submitted in advance or during the live session.

Agenda:

Market and portfolio performance review

Strategy updates, and Key opportunities

Outlook for the next quarter

Live Q&A with the managers

More Details Coming Soon

More Details Coming Soon

More Details Coming Soon

PTIAX Fact Sheet

PTIMX Fact Sheet

PTCRX Fact Sheet

STBF Fact Sheet

PTIAX Commentary

PTIMX Commentary

PTCRX Commentary

STBF Commentary

For More information

Fill out the form below to receive updates about upcoming webinars and market insights.

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