The Investment Landscape: Bumpy or Smooth Road Ahead?

CPE Credits: 
2
Session Time: 
Monday, May 20, 2019 - 10:30am to 12:10pm
Room: 
408 A
Field of Study: 
Economics
Level: 
Intermediate
Prerequisite: 
Experience in local and state investment policies, portfolios, and strategies
Description: 

With the Great Recession lingering in the minds of finance professionals, as well as having a more dynamic market than in previous years, governments need to be aware of what these changes in the market landscape mean for state and local governments. It is also critical that finance officers are able to discuss these trends with members of their governing bodies and the public in an accessible way. This session will provide attendees with an overview of how to review their existing investment policies and what types of investment strategies may be needed in the near future related to investment portfolios, and how to best communicate the investing landscape to those outside the finance office

Speakers: 
Moderator
Treasurer
City of St. Paul, MN
Speaker
CEO
Vulcan Consultants, LLC
Speaker
Chief Investment Officer
Alameda County
Speaker
Senior Portfolio Manager
KCM Investment Advisors
Agenda: 
Slides: