CMTA and CDIAC Present
PUBLIC FUNDS INVESTMENT: STRATEGY IN PRACTICE
A Public Funds Investment Essentials Workshop

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Public Funds Investment: Strategy in Practice
January 25-26, 2023
Quiet Cannon Conference & Event Center
Montebello, CA

Register on the CMTA Event Webpage | Agenda

This interactive workshop provides attendees the opportunity to participate in the application of concepts and strategies explored in the Public Funds Investment Essentials webinar series. Through activities and discussion, the program will build from fundamental concepts and operational considerations to strategic portfolio management theory and practice.

Workshop Information

Registration

Registration for Public Funds Investment: Strategy in Practice is available through the CMTA event webpage.

Venue

Quiet Cannon Conference & Event Center
901 Via San Clemente, Montebello, CA 90640

Lodging

A room block is available at the Hilton Garden Inn Los Angeles Montebello. Hotel details are available on CMTA event webpage.

COVID-19 Policies

Please note CDIAC is following all health and safety rules of Los Angeles County. Attendees are expected to follow these rules while participating in this event. Please see the Los Angeles County COVID-19 Prevention in Public Settings for the current guidelines.

Certificates & Continuing Education Credits

Certificates of Attendance will be issued within 2 weeks after the program. Participants can submit their certificates to their governing entity to request credits. CDIAC’s education programs are accepted by many governing entities as certifiable.

Workshop Resources

Public Funds Investing Resources

California Investment Primer logo CDIAC California Public Fund
Investment Primer
C D I A C logo for Investment Guidelines CDIAC Local Agency
Investment Guidelines
C M T A Certifiations logo CMTA CTC, CCMT, and
Investment Policy Certifications

CDIAC Investment Publications

Highlighted CDIAC investment publications most applicable to the Public Funds Investing Essentials courses are listed below. A full library of publications back to 2000 are available in CDIAC’s Publication Database.

Archives of CDIAC’s Investment Education

  • 2022 Public Funds Investment Essentials
    Agenda | Replays and materials are available in CDIAC’s Ed Portal
  • 2021 Fundamentals of Public Funds Investing
    Replays and materials are available in CDIAC’s Ed Portal
  • 2020 Advanced Public Funds Investing: The Analytics of Portfolio Selection and Decision-Making
    Agenda | Slides
  • 2019 Fundamentals of Public Funds Investing
    Agenda | Slides
  • 2018 Advanced Public Funds Investing: The Analytics of Portfolio Selection and Decision-Making
    Agenda | Slides
  • 2017 Fundamentals of Public Funds Investing
    Agenda | Slides
  • 2016 Advanced Public Funds Investing: The Analytics of Portfolio Selection and Decision-Making
    Agenda | Slides
  • 2015 The Public Investment Portfolio: A Step-by-Step Examination of Public Investment Securities
    Details on Six-part Webinar Series

Contact

If you have questions about this program, please contact CDIAC at: CDIACEducation@treasurer.ca.gov