Presentation materials will be posted soon. Should you require the slides before then, please contact the CDIAC Education Unit at CDIACEducation@treasurer.ca.gov.
Presentation Materials
Speakers
- Bret Black, Financial Manager – Debt, Treasury and Special Funding, Eastern Municipal Water District
- Ben Finkelstein, CFA, Managing Director, Hilltop Securities Inc
- Peter Gargiulo, Senior Director, Fitch Ratings
- Steven Goodman-Leibof, Investment Administrator, East Bay Municipal Utility District
- Will Goldthwait, Client Portfolio Manager, State Street Investment Management
- Robert Hannay, Treasury Manager, East Bay Municipal Utility District
- Angelica (Angel) Hernandez, Deputy Executive Director, CDIAC
- Deborah Higgins, President, Higgins Capital Management
- Steve Huntley, Senior Portfolio Strategist, Chandler Asset Management
- John (JJ) Johnson, Retired Assistant Auditor-Controller/Treasurer/Tax Collector, County of San Bernardino
- Jordan Kaufman, Treasurer-Tax Collector, County of Kern
- Jason Klinghoffer, CFA, Principal, MaxQ Analytics
- David Maurice, Investment & Debt Officer, Office of the Auditor-Controller-Treasurer-Tax Collector, County of Sonoma
- Susan Munson, Managing Director - Fixed Income Sales, Academy Securities, Inc.
- Krystle Palmer, City Treasurer, City of Burbank
- Laura Parisi, City Treasurer, City of Laguna Beach
- Rick Phillips, Chief Investment Strategist, Meeder Public Funds
- Alayne Marie Sampson, Portfolio Strategy Manager, Chandler Asset Management
- Kevin Shirah, Director of Finance, City of Lake Forest
- Monique Spyke, Managing Director, PFM Asset Management, a Division of U.S. Bancorp Asset Management, Inc.
- Kyle Tanaka, Program Administrator, California Asset Management Program (CAMP)
- Vishal Thacker, CFA, Assistant Treasurer, County of Alameda
- Hubert (Hubie) White, CFA, CTP, Chief Investment Officer, City and County of San Francisco
- Jeff Wurm, Director, Investments Division, California State Treasurer’s Office
