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Seminar Materials

• Session One: Planning for Near Term Cash Flows and Short-Term Financing Options
  • Karen Adams, Treasurer-Tax Collector, County of Merced
  • Russell Fehr, Treasurer, City of Sacramento
• Session Three: Investment Concept Fundamentals
  Brian Perry, Vice President, Chandler Asset Management
• Session Five: Cash Flow Analysis in Portfolio Management and Investing Idle Cash
  • Carlos Oblites, Senior Managing Consultant, PFM Asset Management LLC
  • Monty Hanks, Chief Investment Analyst, City of Roseville
• Session Six: The Day-to-Day Management of Public Funds and Investment Reports
  • Brice Bins, Assistant Treasurer, Contra Costa County
  • Katano Kasane, Treasury Manager, City of Oakland
  • Maria Öberg, Principle Investment Officer, City of San Jose
• Session 7: Benchmarking for Performance
  David Witthohn, Managing Director, Cutwater Assets