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California Debt and Investment Advisory Commission 

The California Debt and Investment Advisory Commission and California Municipal Treasurers Association (CMTA) Present:

Advanced Public Funds Investing: The Analytics of Investment Selection

Advanced Public Funds Investing: The Analytics of Investment Selection

January 22–23, 2025


Crowne Plaza Costa Mesa Orange County
3131 Bristol Street, Costa Mesa, CA 92626

 

This two-day seminar builds from the fundamentals of public funds investing to cover more advanced concepts underlying sound public portfolio decision-making. The program will focus on identifying the risks and understanding the features of each of the permissible investment securities in the context of investment strategies. The program will conclude by providing a tutorial of various investment database tools.

Presentation Materials

Presentation materials will be posted soon. Should you require the slides before then, please contact the CDIAC Education Unit at CDIACEducation@treasurer.ca.gov.

  • Parth Bhatt, Chief Deputy Treasurer, County of San Bernardino, Professor of Finance, University of California, San Diego
  • Ian Capule, CFA, Assistant Investment Officer, County of San Bernardino
  • Robin Dixon, Investment Officer, County of San Bernardino
  • Ben Finkelstein, CFA, Managing Director, Robert W. Baird & Co.
  • Will Goldthwait, Client Portfolio Manager, State Street Global Advisors
  • Jason Klinghoffer, CFA, Principal, MaxQ Analytics
  • Carlos Oblites, Senior Portfolio and Investment Pool Strategist, Chandler Asset Management, Inc.
  • Rick Phillips, Chief Investment Strategist, Meeder Public Funds
  • Matt Paulin, Finance Director and Treasurer, City of Elk Grove
  • Marilou Tan, Assistant Treasurer-Tax Collector, Ventura County Treasurer-Tax Collector’s Office
  • Peter Tchir, Head of Macro Strategy, Academy Securities
  • Vishal Thacker, Chief Investment Officer and Assistant Treasurer, County of Alameda
  • Kevin Webb, CFA, Managing Director, Robert W. Baird & Co.
  • Hubie White, CFA, CTP, Chief Investment Officer, City and County of San Francisco