Seminar Materials
Fundamentals of Public Funds Investing
In collaboration with CMTA
Riverside, CA
January 23, 2019
- Session One: Understanding Roles and Responsibilities of Public Investment Officers, Staff and Elected Officials
David Carr, Assistant Treasurer Tax-Collector, City of Santa Monica
Vishal Thacker, Chief Investment Officer, Alameda County - Session Two: Understanding Roles and Responsibilities of Investment Advisors and Broker/Dealers
David Carr, Assistant Treasurer Tax-Collector, City of Santa
Don Collins, Vice President of Capital Markets, Wedbush Securities
Alisa Backstrom, City Treasurer, City of Huntington Beach - Session Three: Investment Terms and Concepts
Bret Black, Chief Investment Officer, County of Kern
Jason Klinghoffer, CFA, Director, Debt Capital Markets, Mischler Financial Group - Session Four: California Government Code and Legal Investments Deborah Higgins, President, Higgins Capital Management
- Session Five: Investment Policy and Objectives Deborah Higgins, President, Higgins Capital Management
- Session Six: Fixed Income Economics Jacob Oubina, Senior U.S. Economist, RBC Capital Markets
- Session Seven: Understanding Cash Flow and Forecasting, Part 1: Concepts Genny Lynkiewicz, CFA, Vice President and Portfolio Manager, Chandler Asset Management
- Session Eight: Understanding Cash Flow and Forecasting, Part 2: Exercise Genny Lynkiewicz, CFA, Vice President and Portfolio Manager, Chandler Asset Management
Ray Higgins, Chief Executive Officer, Higgins Capital Management
John Johnson, Chief Deputy Treasurer, County of San Bernardino
Hubie White, Investment Officer/Assistant Portfolio Manager, City and County of San Francisco
Carlos Oblites, Senior Vice President and Portfolio Strategist, Chandler Asset Management
Carlos Oblites, Senior Vice President and Portfolio Strategist, Chandler Asset Management
January 24, 2019
- Session One: From Policy to Construction: Portfolio Structure and Diversification
Ben Finkelstein, CFA, Managing Director, Cantor Fitzgerald - Session Two: Understanding Benchmarking, Part 1: Concepts
Kevin Webb, Principal, Piper Jaffray - Session Three: Understanding Benchmarking, Part 2: Developing a Benchmark Exercise
Kevin Webb, Principal, Piper Jaffray - Session Four: Investment Accounting and Disclosure Debra Goodnight, CPA, Managing Director, PFM Asset Management
- Session Five: The Day-to-Day Management of Public Funds Moderator: Rick Phillips, President and Chief Investment Officer, FTN Financial Main Street
- Session Six: Investment Reporting Rick Phillips, President and Chief Investment Officer, FTN Financial Main Street Advisors
John Johnson, Chief Deputy Treasurer, County of San Bernardino
Richard Kinzly, Investment Officer, County of San Diego
Dan Matusiewicz, Finance Director and Treasurer, City of Newport Beach
Bret Black, Chief Investment Officer, County of Kern