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

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.

Presentation Materials

Printed versions of the seminar presentations are not provided. Combined presentation and individual sessions are listed below.

Day One

Day Two

Speakers

Parth Bhatt, Chief Deputy Treasurer, County of San Bernardino, 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
CDIAC California Public Fund
Investment Primer
CDIAC Local Agency
Investment Guidelines
CMTA CTC, CCMT, and
Investment Policy Certifications
CDIAC Investment Publications
- 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
- Investments Under Government Code 53601(k) - Focus on Foreign Issuers, 2013
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.