Presentation materials will be posted soon. Should you require the slides before then, please contact the CDIAC Education Unit at CDIACEducation@treasurer.ca.gov.
Presentation Materials
- Parth Bhatt, Chief Deputy Treasurer, County of San Bernardino, Professor of Finance, University of California, San Diego
- Ian Capule, CFA, Assistant Investment Officer, County of San Bernardino
- Robin Dixon, Investment Officer, County of San Bernardino
- Ben Finkelstein, CFA, Managing Director, Robert W. Baird & Co.
- Will Goldthwait, Client Portfolio Manager, State Street Global Advisors
- Jason Klinghoffer, CFA, Principal, MaxQ Analytics
- Carlos Oblites, Senior Portfolio and Investment Pool Strategist, Chandler Asset Management, Inc.
- Rick Phillips, Chief Investment Strategist, Meeder Public Funds
- Matt Paulin, Finance Director and Treasurer, City of Elk Grove
- Marilou Tan, Assistant Treasurer-Tax Collector, Ventura County Treasurer-Tax Collector’s Office
- Peter Tchir, Head of Macro Strategy, Academy Securities
- Vishal Thacker, Chief Investment Officer and Assistant Treasurer, County of Alameda
- Kevin Webb, CFA, Managing Director, Robert W. Baird & Co.
- Hubie White, CFA, CTP, Chief Investment Officer, City and County of San Francisco