Making the Most of Your Financial Assets: Portfolio Management Strategies & Reporting (Previously Rational Investing)

14 Sep 2017
10:00 am - 11:15 am
Tallac, Lake Tahoe Resort

Making the Most of Your Financial Assets: Portfolio Management Strategies & Reporting (Previously Rational Investing)

Participants will learn fundamental knowledge and strategies necessary to build an effective investment program designed to maximize earnings while maintaining safety and liquidity. Participants will learn the basics of investment policy development, asset-liability matching, cash flow analysis, duration management, sector and issuer selection, competitive shopping, and reporting requirements.

At the completion of this session, attendees will be able to:

  • Provide participants with the fundamental knowledge and strategies necessary to build an effective investment program
  • Be able to create an investment program design to maximize earnings while maintaining safety and liquidity

Speaker:

  • Sarah Meacham, Managing Director, PFM Asset Management LLC

Moderator: Dianna Sutton, Finance Manager, Association of California Water Agencies JPIA

Interest areas: Finance, General Interest