THE CALIFORNIA DEBT AND INVESTMENT ADVISORY COMMISSION AND THE CALIFORNIA MUNICIPAL TREASURERS ASSOCIATION PRESENT
Fundamentals of Public Funds Investing
February 28-29, 2024
DoubleTree by Hilton Livermore
Livermore, CA 94551
Agenda | Register Now
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.
- Investing in Callable Securities - September 2020 Update, 2020
- Benefits and Limitations of Option-Adjusted Spread Analysis, 2020
- Socially Responsible Investing - What Does it Mean and What's the Risk?, 2019
- Securitized Investments, 2016
- Rule 144a Securities, 2013
- Local Agencies Ability to Buy Their Own Debt – A Digest, 2013
- Investments Under Government Code 53601(k) - Focus on Foreign Issuers, 2013
- Principal Protected Notes, 2013
- Duration Basics, 2007
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