California Debt and Investment Advisory Commission

Seminar Description

Advanced Public Funds Investing: The Analytics of Portfolio Selection and Decision-Making
In collaboration with CMTA
January 17-18, 2018
Carmel Mission Inn

This one and a half day seminar is designed to provide an advanced discussion of portfolio management, including the more complex concepts underlying sound public portfolio analysis and decision-making. The seminar will cover investment concepts, risk, and the permissible securities under California Government Code 53601. It will also include an investment portfolio case-study simulation to allow seminar participants to place concepts into practice.