Investing Public Funds

Training Type: 
Live Training
Course Status: 
Repeat Offering
Date and Time: 
Jul 19 2017 - 8:30am to 4:30pm  CDT
Jul 20 2017 - 8:30am to 4:30pm  CDT

Minneapolis, MN (Hilton)

1001 Marquette Avenue
Minneapolis, MN 55403
United States
Field of Study: 
CPE Credits: 
Member Price: 
Non-Member Price: 

Past experience or basic knowledge of public sector investing.

Senior Vice President, Relationship Manager
Chandler Asset Management
Finance & Central Services Division Manager
Anoka County, MN
VP, Portfolio Manager
Chandler Asset Management
Who Will Benefit: 

This session is designed for finance officers, investment officers, or others that are responsible for either short or long-term investment portfolios of thier government.

Program Description: 

Participants will learn concepts and techniques needed for effectively managing their investment portfolios. Liquidity management, investment strategies and instruments, and GFOA Treasury and Investment Management best practices will be the focus of this day-long training. Additionally, the course will focus on the importance of using an investment policy, understanding market risk in portfolios, assessing and reporting performance, and government relationships with outside professionals including broker/dealers and investment advisors.

Seminar Objectives: 
  • Review components of an investment policy
  • Assess and use an array of investment instruments
  • Understand cash flow forecasting and subsequent investment strategies
  • Review market trends and regulatory issues that affect public investing
  • Track and report on investments and investment earnings
  • Implement performance benchmarks