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Seminar Materials

Public Funds Investing: Yesterday and Today
February 28, 2013
Sacramento City Hall Council Chambers

• Session One: Local Agency Investment Guidelines - History and Structure
  Doug Skarr, Policy Research Manager, CDIAC
• Session Two: Public Investment Case Law: The Calamities of Public Investments
  • Russell Fehr, City Treasurer, City of Sacramento
    • City of Sacramento Investment Policy
  • Deborah M. Higgins, President, Higgins Capital Management
  • E. Kurt Yeager, Partner, Stradling Yocca Carlson and Rauth
• Session Three: Fund Management: Credit Quality in the Public Investment Portfolio
  • Monty Hanks, Assistant Finance Director, City of Roseville
  • Martin Cassell, CEO and Chief Investment Officer, Chandler Asset Management
  • Tony Garcia, Vice President, Wells Fargo Securities LLC
• Session Four: Current Updates and Practice Laws
  • Carol Lew, Partner, Stradling Yocca Carlson and Rauth
  • Michelle Durgy, Chief Investment Officer, City and County of San Francisco
• Session Five: Preparation for the Next Crisis: Roundtable
  Carlos Oblites, Senior Managing Consultant, PFM Asset Management
  Bernard Santo Domingo, Chief Investment Officer, County of Sacramento