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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
November 9th & 10th, 2026NationalChicago
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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

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