Fixed Income Expert, Steve Shaw

Steve Shaw founded BondSavvy to solve the problems self-directed bond investors face:

  • Thousands of bonds from which to choose but no reliable way to narrow down selections
  • Reliance on bond ratings that have flawed methodologies and don’t consider a bond’s price, yield, interest-rate risk, maturity date, or return potential
  • Bond funds that are good at collecting money but are plagued by weak returns, high hidden fees, and minimal transparency
  • The belief that bonds are ‘too difficult’ and don’t offer compelling returns

Bond Investors Deserve Better

Steve Shaw is the leading expert for empowering individual investors to invest in individual corporate bonds.  He has a combination of experience that no other fixed income investment professional has, which he puts to work for BondSavvy subscribers:

  • Financial analysis skills honed over 20 years in corporate finance, mergers & acquisitions, and bond investment analysis
  • Deep understanding of bond trading systems used by retail brokerages such as Fidelity, E*TRADE, Charles Schwab, and others
  • Investment recommendations that have outperformed bond funds and, for many BondSavvy recommendations, the S&P 500

Most self-directed investors are comfortable investing in stocks but not bonds. Steve founded BondSavvy to change this.

Steve's Background

During his 23-year career, Steve has evaluated investments in, and acquisitions of, hundreds of companies in a wide variety of industries, including cable, broadcast television, big data, mobile, Internet, telecommunications, social media, financial technology, financial services, and retail. As an investment banker and a senior executive of media and financial technology companies, Steve led business due diligence, valuation and financial analysis, and deal negotiations across a variety of successful transactions.

What our subscribers say about Steve:

“Steve has me convinced that bonds are an asset class where the individual investor really can have an edge over the institutions.”

Craig O., Arlington Heights, IL

“My wife and I saw Steve's presentation live when he attended our local AAII meeting club and decided to subscribe immediately. Since that time, BondSavvy has exceeded our expectations in both value of the service and the returns we've gotten.”

Dwight S., Venice, FL

“Steve has great insight as to what is important in the wilderness of bond investing. The strategies and insights that Steve deploys are what and why this service is so important. You will get the edge.”

Joe B., Marco Island, FL
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Steve began his investment-banking career in the Financial Institutions Group of Bear Stearns in the 1990s and worked in the Mergers & Acquisitions and Media & Communications Groups of TD Securities from 1999-2006.  He later deepened his knowledge of the media, communications, social media, and big data businesses as Vice President, Corporate Development of Tribune Media Company.

Steve’s Experience with Bond E-Trading Systems

In addition to his investment experience, Steve has deep knowledge of the bond markets, having worked for two leading fixed income electronic trading companies: BondDesk Group and Tradeweb Direct.  While leading Tradeweb Direct, Steve worked with retail brokerages, including Fidelity and Charles Schwab, where Tradeweb built systems to improve the efficiency of corporate bond trading for retail investors. Steve joined Tradeweb after leading an investment into the company by a group of nine global investment banks, including UBS, where he worked in the Strategic Acquisitions Group.

As he learned more about how the corporate bond market worked, Steve began investing in individual corporate bonds. His significant experience in financial analysis and his understanding of how corporate bonds are traded helped him create a method he follows when making corporate bond investments. This method has driven strong investment returns and laid the foundation for BondSavvy.

The Parallels of Investing and Triathlon

Steve began his triathlon career in 2012 after having lunch with another bond industry executive who had participated in triathlon. Since then, Steve has become an 11-time finisher of IRONMAN 70.3-distance triathlons, with a personal best of 5:34:13 at IRONMAN 70.3 Mont-Tremblant in 2017.  He is also a two-time finisher of IRONMAN triathlons, including IRONMAN Mont-Tremblant 2019 and IRONMAN Lake Placid 2018.

Steve Shaw and his two daughters
Steve with his two daughters after finishing IRONMAN Mont-Tremblant

Success in triathlon and investing require many of the same attributes: drive, organization, persistence, discipline, and a desire to always learn and get better. After each race, Steve evaluates how he performed in each leg, transitions, and nutrition and finds ways to improve in the next race. He does the same with each new set of BondSavvy corporate bond recommendations: continuously refining our investment approach to generate strong returns.

The best investors are always learning.

Steve completes the marathon leg of IRONMAN Mont-Tremblant
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