The Public Investment Portfolio: A Step-by-Step
Examination of Public Investment Securities
2015
Webinar
This CDIAC investment webinar series is designed to guide public agencies in the development and management of an investment portfolio. Public fund management in California allows for the investment officer to select instruments set forth in Government Code sections 16429.1, 53601, 53601.6, 53601.7, 53601.8, 53635, 53635.2, 53638 and 53684. Each investment instrument comes with a differing level of risk, requiring public investors to undertake a full assessment of each. To help public investment officials in this process, CDIAC intends to provide a series of webinars that focus on major investment categories and the investment options within each. These webinars will examine each instrument type, review the statutory authority, and analyze how the investment’s features may or may not achieve a local agency’s investment policy objectives.
Note: This series is a companion to CDIAC’s Public Investment Primer and Local Agency Investment Guidelines.
Presentation Materials
- Part 1: Banker’s Acceptances, Commercial Paper | July 8
- Part 2: Certificates of Deposit, Deposit Placement Services and Collateralized Bank Deposits | September 9
- Part 3: Repurchase Agreements, Reverse Repos and Securities Lending | August 5
Speakers
- Martin Cassell, Chief Executive Officer and Chief Investment Officer, Chandler Asset Management
- John Colville, Chief Investment Officer, City of Sacramento
- Deborah Cunningham, Executive Vice President and Chief Investment Officer, Federated
- William Dennehy II, CFA, Senior Vice President and Portfolio Manager, Chandler Asset Management
- Tony Garcia, CFA, Senior Vice President, Wells Fargo Securities
- Thad Garrison, Director, Senior Banker, Corporate and Investment Bank, Citigroup
- Deborah M. Higgins, President, Higgins Capital Management, Inc.
- John Johnson, Cash Manager and Investment Officer, County of San Bernardino
- Nancy Jones, Managing Director, PFM Asset Management
- Kim McCorstin, Administrator, Local Agency Investment Fund, California State Treasurer’s Office
- Sarah Meacham, Director, PFM Asset Management
- Kent Morris, Chief Investment Officer, City of San Diego.
- Rick Phillips, President and Chief Investment Officer, FTN Financial Main Street Advisors
- Jeff Probst, CFA, Vice President and Portfolio Manager, Chandler Asset Management
- Garret Sloan, Fixed-Income Strategist, Wells Fargo Securities
- Hank Stern, City Treasurer, City of Anaheim
- Kevin Webb, CFA, Director, Cantor Fitzgerald
- Thomas Williams, Investment Officer, City of San Diego