Investing Public Funds

Training Type: 
Live Training
Course Status: 
Repeat Offering
Date and Time: 
Sep 27 2018 - 8:30am to 4:30pm  CDT
Sep 28 2018 - 8:00am to 4:00pm  CDT

Chicago, IL (Hyatt Regency Chicago)

151 E. Upper Wacker Dr
Chicago, IL 60601
United States
Field of Study: 
CPE Credits: 
Member Price: 
Non-Member Price: 

Past experience or basic knowledge of public sector investing.

Managing Director, Investment Advisory and Analytics
Public Trust Advisors
Chief Financial Officer/Director of Administrative Services
Midpeninsula Regional Open Space District
Who Will Benefit: 

This session is designed for finance officers, investment officers, or others that are responsible for either short or long-term investment portfolios of thier government.

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