California Debt and Investment Advisory Commission

2018 Debt Issuance and Public Investment Webinars, Seminars and Conferences

Municipal Market Disclosure
February 7, 2018
DoubleTree by Hilton Fresno Convention Center
Fresno, CA

Both the Securities and Exchange Commission (SEC) and the Government Accountability Office noted in their evaluations of the municipal market the need to improve market transparency through better disclosure. Improving the practice of municipal securities market disclosure is an ongoing process, strengthened by annual staff training. This CDIAC seminar will focus on the SEC rules and regulations, the current changes to those rules, and proposed reforms for primary and secondary disclosure practices by public agencies. This program is open to all interested parties.

Advanced Public Funds Investing: The Analytics of Portfolio Selection and Decision-Making
In collaboration with CMTA
January 17-18, 2018
Carmel Mission Inn

This one and a half day seminar is designed to provide an advanced discussion of portfolio management, including the more complex concepts underlying sound public portfolio analysis and decision-making. The seminar will cover investment concepts, risk, and the permissible securities under California Government Code 53601. It will also include an investment portfolio case-study simulation to allow seminar participants to place concepts into practice.