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Governments produce investment reports for internal and external audiences, but the story told by the investment report can be misleading if looking at the numbers alone. This session will discuss best practices in developing investment reports as well as how to convey nuances, such as realized and unrealized gains, in their proper context.

Senior Director, Public Trust Advisors

Finance Director, Town of Bow, New Hampshire

Senior Portfolio Strategist, Chandler Asset Management

Chief Deputy, Marion County Treasurer's Office, Indiana

Communicating The Realities of Your Investment Report

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