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 15-16, 2020
Claremont, California

This interactive one-and-a-half day seminar provides an advanced discussion of portfolio management, including the more complex concepts underlying sound public portfolio analysis and decision-making. The seminar will cover assessing and adjusting liquidity, understanding risk, advanced analytics, and advanced investment analysis concepts. It will also include an investment portfolio case-study simulation to allow seminar participants to place concepts into practice. Following the workshop, participants will be able to translate the concepts learned into management of their portfolios.