Who’s Who in Public Investing: Understanding The Role of External Advisors

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Governments use a variety of external advisors and providers to help manage aspects of their investment program. In this session, speakers will discuss how to determine whether a government may need an investment adviser to assist with planning and portfolio management, how to use broker/dealers to buy and sell investments, and work with banks and other parties to purchase investment products. In this session, governments will gain insights on the roles of these professionals and how, alongside finance officers, an entity’s investment program can be well managed.

Speakers

Amy Davis

Amy Davis

Finance Director, Chatham County, GA

Scott McIntyre

Scott McIntyre

Senior Portfolio Manager, Hilltop Securities

Cory Kampf

Cory Kampf

CFO/Finance & Central Services Division Manager, Anoka County, MN