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Seminar Materials

Advanced Public Funds Investing: The Analytics of Portfolio
Selection and Decision-Making
In collaboration with CMTA
Claremont, CA

January 15, 2020

• Session One: Economic Forecasts, Interest Rates and Current Hot Topics
  Deborah Higgins, President, Higgins Capital Management
• Session Two: Accessing and Adjusting Portfolio Liquidity
  Hubert (Hubie) White III, CFA, CTP, Investment Officer and Assistant Portfolio Manager, City and County of San Francisco
• Session Three: Understanding and Managing Risk in Public Investing
  Sarah Meacham, Managing Director, PFM Asset Management LLC
• Session Four: Advanced Concepts in Public Investment Analytics
Raymond E. Johnson, Market Specialist, Bloomberg L.P.
• Session Five: Advanced Investment Analysis: Utilizing Callables, Bullets, Step-ups and Floaters
  Rick Phillips, President and Chief Investment Officer, FHN Financial Main Street Advisors, LLC
• Session Six: Credit Analysis and the Public Agency Official
  David R. Carr, Assistant City Treasurer, City of Santa Monica
  Kevin P. Webb, CFA, Piper Jaffray

January 16, 2020

• Introduction: Overview of Day One and Introduction to Case Study
  Christopher McCarry, Senior Vice President and Portfolio Strategist, Chandler Asset Management
  Carlos Oblites, Senior Vice President and Portfolio Strategist, Chandler Asset Management
  
• Session One: Case Study: Portfolio Decision-Making (Materials for this session available at the seminar.)
  Christopher McCarry, Senior Vice President and Portfolio Strategist, Chandler Asset Management
  Carlos Oblites, Senior Vice President and Portfolio Strategist, Chandler Asset Management