California Debt and Investment Advisory Commission

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Building on fundamental content covered in the prerequisite Fundamentals of Public Funds Investing webinar series, this interactive seminar provides intermediate concepts, tools, and strategies necessary to manage and oversee public investment portfolios. Panelists will address assessing and adjusting liquidity, understanding risk, developing a benchmark, and analyzing an investment policy.

Event Details

This program is day one of a two-day seminar, usually held each January. Available details on the next offering of this program are below.

Intermediate Public Funds Investing
Wednesday, January 26, 2022
8:00am – 5:15pm
Quiet Cannon Conference Center
Montebello, CA

Government Attendee: $275 Both Days | $150 Daily
Breakfast & Lunch is included

Commercial Attendee: $350 Both Days | $200 Daily
Breakfast & Lunch is included

Venue & Parking Information Quiet Cannon Conference Center
901 Via San Clemente Montebello, CA 90640
Free Parking On Site | Venue Map

Room Block Information
A discounted room rate has been secured at the adjacent hotel, a short 3 minute walk to the Quiet Cannon Conference Center.

Hotel: Hilton Garden Inn Los Angeles Montebello | 801 Via San Clemente, Montebello, CA 90640
Rate: $149 per night, not including taxes and fees
Cutoff: January 7, 2022

2022 Seminar Agenda

The printable agenda includes session times and learning objectives.

CDIAC and CMTA reserve the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change.

Presentation Material & Resources

Presentation Material
Slides and handouts for the January 2022 seminar will be posted here once available.

A full list of resources related to public funds investing is available on the main page for the Public Funds Investment Essentials series. Highlighted resources include:

Health, Safety, and Other In-person Seminar Policies

As the event host, CMTA is closely monitoring Center for Disease Control (CDC), California Department of Public Health (CDPH) and local county guidelines as they pertain to in-person events. By registering for this event you agree to abide by the health and safety requirements outlined in CMTA’s Registration Portal. Refund and cancelation policies can also be found on CMTA’s website.

Certificates of Attendance & Continuing Education Credits

Certificate of Attendance
CMTA will issue Certificates of Attendance within a week after the program.

CPE Credit
CMTA’s CPE Certification is pending NASBA approval for this program. If approved, CMTA will issue CPE Certificates within a week after the program.

CMTA Specialized Training Hours
This program is being reviewed by CMTA for CMTA Specialized Training Hours. for approved sessions, CMTA will issue CMTA Specialized Training Hours within one week after the program.

MCLE Credit
Although CDIAC is an approved provider of Minimum Continuing Legal Education (MCLE) credit by the California State Bar, this program is not eligible for MCLE credits.

Other Credits
Participants can submit their Certificate of Attendance to their governing entity to request credits. Although not guaranteed, this educational series is accepted by many governing entities as certifiable.

Contact Information

Contact CDIAC for questions about
this program’s content.

Contact CMTA for questions
regarding registration, certificates,
and specialized training credits.