California Debt and Investment Advisory Commission

Seminar Description

CDIAC Public Investing Workshop in Collaboration with California Municipal Treasurers Association (CMTA) Division 6
Public Funds Investing: Yesterday and Today
9:00am to 3:45pm
February 28, 2013
Sacramento City Hall Council Chambers
915 I Street
Sacramento, CA

This seminar delves into the framework for public funds investing in California by considering cases in which fund managers deviated from these objectives. It also addresses resources local investment officers may access to assist them, including the Local Agency Investment Guidelines. The limits of practice are then explored by considering the importance of credit quality in securities selection, recent changes in investment authority, and investment reporting.