Investing Public Funds

Training Type: 
Live Training
Course Status: 
New Course
Date and Time: 
Apr 3 2017 - 8:30am to 4:30pm  PDT
Region: 
Pacific
Location: 

Portland, OR (The Benson)

309 SW Broadway
Portland, OR 97205
United States
Instructions: 
https://goo.gl/g04qFA
Level: 
Intermediate
Field of Study: 
Finance
CPE Credits: 
8
Member Price: 
$370.00
Non-Member Price: 
$550.00
Speakers: 
Treasurer
City of Portland, OR
President
Government Portfolio Advisors
Program Description: 

Participants will learn concepts and techniques needed for effectively managing their investment portfolios. Liquidity management, investment strategies and instruments, and GFOA Treasury and Investment Management best practices will be the focus of this day-long training. Additionally, the course will focus on the importance of using an investment policy, understanding market risk in portfolios, assessing and reporting performance, and government relationships with outside professionals including broker/dealers and investment advisors.

Seminar Objectives: 
  • Review components of an investment policy
  • Assess and use an array of investment instruments
  • Understand cash flow forecasting and subsequent investment strategies
  • Review market trends and regulatory issues that affect public investing
  • Track and report on investments and investment earnings
  • Implement performance benchmarks