The California Debt and Investment Advisory Commission and
California Municipal Treasurers Association (CMTA) Present:
Advanced Public Funds Investing: The Analytics of Investment Selection
January 22–23, 2025
Crowne Plaza Costa Mesa Orange County
3131 Bristol Street
Costa Mesa, CA 92626
Agenda | Register on the CMTA Webpage
This two-day seminar builds from the fundamentals of public funds investing to cover more advanced concepts underlying sound public portfolio decision-making. The program will focus on identifying the risks and understanding the features of each of the permissible investment securities in the context of investment strategies. The program will conclude by providing a tutorial of various investment database tools.
Registration and Pricing
Registration is available on the CMTA webpage. Pricing information can be found below. For assistance with registration, please contact CMTA staff at info@CMTA.org or (916) 231-2144.
| PRICING | PUBLIC SECTOR CMTA MEMBERS |
PRIVATE SECTOR & NON-CMTA MEMBERS |
|---|---|---|
| Full Program Registration | $350.00 | $425.00 |
Lodging Information
A limited number of rooms have been discounted for seminar attendees. All rooms are reserved on a first-come, first-served basis and can be booked on the Crowne Plaza's website. The cut-off for this discount is January 3, 2025.
Crowne Plaza Costa Mesa Orange County
3131 Bristol Street
Costa Mesa, CA 92626
Speakers
- Parth Bhatt, · Parth Bhatt, Chief Deputy Treasurer, San Bernardino County Auditor-Controller/Treasurer/Tax Collector’s Office, Professor of Finance, University of California, San Diego
- Ian Capule, CFA, Assistant Investment Officer, County of San Bernardino
- Robin Dixon, Investment Officer, County of San Bernardino
- Ben Finkelstein, CFA, Managing Director, Robert W. Baird & Co.
- Will Goldthwait, Client Portfolio Manager, State Street Global Advisors
- Jason Klinghoffer, CFA, Principal, MaxQ Analytics
- Carlos Oblites, Senior Portfolio and Investment Pool Strategist, Chandler Asset Management, Inc.
- Rick Phillips, Chief Investment Strategist, Meeder Public Funds
- Matt Paulin, Finance Director and Treasurer, City of Elk Grove
- Marilou Tan, Assistant Treasurer-Tax Collector, Ventura County Treasurer-Tax Collector’s Office
- Peter Tchir, Head of Macro Strategy, Academy Securities
- Vishal Thacker, Chief Investment Officer and Assistant Treasurer, County of Alameda
- Kevin Webb, CFA Managing Director, Robert W. Baird & Co.
- Hubie White, CFA, CTP, Chief Investment Officer, City and County of San Francisco
Public Funds Investing Resources
- For a full library of publications back to 2000, visit CDIAC’s Publication Database
- Investing in Callable Securities - September 2020 Update, 2020
- Benefits and Limitations of Option-Adjusted Spread Analysis, 2020
- Socially Responsible Investing - What Does it Mean and What's the Risk?, 2019
- Securitized Investments, 2016
- Rule 144a Securities, 2013
- Local Agencies Ability to Buy Their Own Debt – A Digest, 2013
- Investments Under Government Code 53601(k) - Focus on Foreign Issuers, 2013
- Principal Protected Notes, 2013
- Duration Basics, 2007
- 2024 Fundamentals of Public Funds Investing
- 2023 Public Funds Investment: Strategy in Practice
- 2022 Public Funds Investment Essentials: Fundamentals, Intermediate, and Advanced
Replays and materials are available in CDIAC’s Ed Portal - 2021 Fundamentals of Public Funds Investing
Replays and materials are available in CDIAC’s Ed Portal - 2020 Advanced Public Funds Investing: The Analytics of Portfolio Selection and Decision-Making
Agenda | Presentation Materials
Seminar Information
Seminar Policies
- Cancellation/Transfer Policy: All cancellations must be received by December 25, 2024. All cancellation requests must be submitted in writing to CMTA staff at info@cmta.org. A $50 cancellation fee applies to all cancellations.
- Agenda Information: CDIAC reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change.
Certificate and Continuing Education Credits
- Certified California Municipal Treasurer (CCMT) Designation: Attendees can earn credits towards the CDIAC training requirement of the Certified California Municipal Treasurer (CCMT) designation from CMTA.
- Certificate of Attendance: CDIAC will issue a Certificate of Attendance for each day of the program to those who sign in at the registration desk. Certificates will be issued within 2 weeks after the program. Participants can submit their Certificate of Attendance to their governing entity to request credits. CDIAC’s education programs are accepted by many governing entities as certifiable.
- County Treasurers/Tax Collectors: Under California Government Code Section 27000.8, CDIAC’s educational programs are a source for California county treasurers, tax collectors, or treasurer/tax collectors to obtain continuing education credits.
- Continuing Professional Education (CPE) | Accountants: CPE credits are being offered through CMTA for this seminar. CPE credit information will be listed as soon as it is available from the National Association of State Boards of Accountancy (NASBA).
- Minimum Continuing Legal Education (MCLE) Credits | Attorneys: This seminar is not approved for MCLE credits.
Contact Information
If you have questions about this program, please contact CDIAC at CDIACEducation@treasurer.ca.gov.
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