Basics of Investing Public Funds

Training Type: 
Live Training
Course Status: 
Repeat Offering
Date and Time: 
Dec 8 2014 - 9:00am to 5:00pm  CST
Dec 9 2014 - 9:00am to 5:00pm  CST

San Antonio, TX (DoubleTree by Hilton Downtown)

502 W. Cesar E. Chavez Blvd.
San Antonio, TX 78207
United States
+1 (210) 224-7155
Field of Study: 
Management Advisory Services
CPE Credits: 
Member Price: 
Non-Member Price: 
Finance Director
Town of Prosper, TX
Senior Vice President, Portfolio Specialist
Chandler Asset Management
Who Will Benefit: 

Public-Sector financial managers and staff who are new to public-sector investment.

Program Description: 

Participants wil learn basic tools and techniques for effectively managing short-term investment portfolios. The lates investment strategies and instruments will be highlighted, including an overviw of how GFOA Treasury and Investment Management best practices should be applies as part of your jurisdiction's portfolio approach. Attendees will learn about creating an investment policy, managing market risk in portfolios, assessing and reporting performance, government relationships with securities dealers, and how to select a financial advisor.

Seminar Objectives: 
  • Understand money markets and interest rates
  • Evaluate and adopt sound investment policies
  • Assess and use an array of investment instruments
  • Determine your jurisdiction's investment horizon
  • Evaluate and use external money managers
  • Develop and exercise short-term strategies
  • Track and report on investments and investment earnings
  • Implement performance benchmarks
Recommended Other Reading: 

Treasury and Investment Management Best Practices and Advisories

Registration Form: