Managing Investment Portfolios for Today and Tomorrow

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Governments must always keep an eye on their investments and stay ahead of the game regarding their investment strategies. While the core tenets of investing strategies – liquidity, safety, and return - rest within a government’s investment policy, knowing about market conditions, investment products, and determining if there are opportunities for core investing outside of investing for liquidity are important tasks of the treasury office. This session will discuss core portfolio management strategies and explore current issues in investing, including cryptocurrency, ESG/SRI investing, and others.

Speakers

Jason Carini

Jason Carini

Treasurer, Rogers County, OK

Deanne Woodring

Deanne Woodring

President - Senior Portfolio Advisor, Government Portfolio Advisors

Paulina Woo

Paulina Woo

Managing Director, PFM Asset Management