Communicating The Realities of Your Investment Report

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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.

Speakers

Laura Glenn, CFA

Laura Glenn, CFA

Senior Director, Public Trust Advisors

Cheryl L. Lindner, CPM

Cheryl L. Lindner, CPM

Finance Director, Town of Bow, New Hampshire

Alaynè Marie Sampson

Alaynè Marie Sampson

Senior Portfolio Strategist, Chandler Asset Management

Rodney Shine

Rodney Shine

Chief Deputy Treasurer, Marion County Treasurer's Office, Indiana