California Debt and Investment Advisory Commission

Seminar Description

Public Funds Investing Workshop:
Using MS Excel
October 24, 25, 2018
Wedgewood Aliso Viejo
Aliso Viejo, California

This one-day workshop uses Microsoft Excel to further participants’ understanding of key investment concepts. Participants will engage in interactive learning using their own laptops or tablets to familiarize themselves with the relationship between yield, duration and convexity. The workshop will conclude with an exercise on benchmarking and participants will leave this workshop with tools - Excel spreadsheets - to utilize.