Who’s Who in Public Investing: Understanding The Role of External Advisors
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.
Finance Director, Chatham County, GA
Senior Portfolio Manager, Hilltop Securities
Chief Financial Officer, Anoka County, MN