California Debt and Investment Advisory Commission


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THE CALIFORNIA DEBT AND INVESTMENT ADVISORY COMMISSION AND THE CALIFORNIA MUNICIPAL TREASURERS ASSOCIATION PRESENT

Fundamentals of Public Funds Investing

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February 28-29, 2024
DoubleTree by Hilton Livermore
Livermore, CA 94551

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This seminar provides the fundamental concepts, tools, and strategies necessary to manage and oversee public investment portfolios. Panelists will address the components of portfolio management, including roles and responsibilities of practitioners, understanding permitted investments, establishing policy objectives, and managing cash flow. In addition, panelists will address structuring and diversifying an investment portfolio, benchmarking, and best practices in portfolio accounting, disclosure, and reporting.

Speakers

  • Sondra Ainsworth, Treasurer-Controller, Northern California Power Agency
  • Ben Finkelstein, CFA, Managing Director, Robert W. Baird & Co.
  • Laura Glenn, CFA, Senior Director, Investment Advisory Services, Public Trust Advisors
  • Robert Hannay, CFA, Treasury Manager, East Bay Municipal Utility District
  • Angelica Hernandez, Deputy Executive Director, CDIAC
  • Deborah Higgins, President, Higgins Capital Management
  • John Johnson, Chief Deputy Treasurer, County of San Bernardino
  • RC Kinzly, Investment Officer of San Diego County Pooled Funds, San Diego County
  • Jason Klinghoffer, CFA, Director, Debt Capital Markets, Mischler Financial Group
  • Connie Mobley-Ritter, MBA, CTP, Director, Treasury, San Mateo County Transit District
  • Kent Morris, Director of Treasury, Irvine Ranch Water District
  • Susan Munson, Managing Director, Academy Securities, Inc.
  • Carlos Oblites, Senior Vice President and Portfolio Strategies, Chandler Asset Management
  • Laura Parisi, City Treasurer, City of Laguna Beach
  • Rick Philips, President and Chief Investment Officer, FHN Financial Main Street
  • Alaynè Sampson, Senior Portfolio Strategist, Chandler Asset Management
  • Monique Spyke, Managing Director, PFM Asset Management LLC
  • Vishal Thacker, Chief Investment Officer, Alameda County
  • Kevin Webb, CFA, Managing Director, Robert W. Baird & Co.
  • Hubie White, CFA, CTP, Chief Investment Officer, City and County of San Francisco

Full Speaker Biographies

Public Funds Investing Resources

CDIAC Investment Publications

Highlighted CDIAC investment publications most applicable to Fundamentals of Public Funds Investing 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