2018 Presentations
Wednesday
- Porfolio Construction and Strategies Kevin Webb, CFA, Cantor Fitzgerald
- Bloomberg Portfolio Functionality & Analytics Ray Johnson, Bloomberg
- Portfolio Performance Attribution Luther Yost, Clearwater Analytics, Ron Hill, Blackrock
- MBS Single Security Initiative (SSI) Stephanie Milner, FNMA, Jamie Miller, FHLMC
- GIOA Best Practices Rick Phillips, FTN Main Street Advisors
- Bond Covenants for Alpha Generation and Risk Management Adam Cohen, Covenant Review
- Performance vs. Other Asset Classes and How to Invest Eli Lapp, Raymond James
- Broker/Dealer Relationship Panel Nicole Muegge, Thurston County, WA, Tom Juarez, City of Los Angeles, Mark Bray, County of Fresno, CA
Thursday
- 2018 Economic Outlook Craig Dismuke, Vining Sparks
- Sovereigns, Supras and Agencies Garret Sloan, Wells Fargo-Moderator, Laura Glenn, State of Georgia, Emmanuel Labrinos, City of San Diego
- Myths and Markets Charlie Bilello, Pension Partners
- Investment Opportunities in “Yankee Banks” Mark Hernandez RBC Capital Markets, Michael Lazar, Morgan Stanley
- An Introduction to Small Business Administration Floating Rate Securities Ben Clark, FTN Financial
- Farmer Mac Robert Owens, Farmer Mac
- Socially Responsible Investing Amy West, TD Securities, Dave Carr, City of Santa Monica
- Attracting and Training the Next Generation Susan Munson, Government Portfolio Advisors, Rachel Wilson, Clark County WA
Friday
- Protecting Public Funds-Today’s Expanded Deposit Options Tom Frick, Promontory Interfinancial Network, Erich Buckenmaier, Promontory Interfinancial Network
- Insights into GASB Investments Guidance Wesley Galloway, GASB