2019 Presentations
Wednesday
Intermediate Sessions
- Fiscal/Monetary Policy and the Effect on Your Portfolio by Dan Rusk, Greg Balls, CFA, FTN Financial Main Street Advisors
- A Not-So-Random Walk Through the Money Markets by Henley Smith, Stone Castle
- Callables and Floating Rate Notes by Elis Phifer, CFA, CMT, Raymond James
- Federal Agencies and Supranationals by Dan Krieter, CFA, Bank of Montreal Capital Markets
- Asset-Backed Securities and Corporate Notes by Jim Womack, CFA, Atlanta Capital
- From Policy to Practice by Garret Sloan, CFA, Wells Fargo Securities
Advanced Sessions
- The Speculation Miscalculation by Jason Klinghoffer, CFA, Mischler Financial Group
- Taking Liquidity Management to the Next Level by John Donohue, RBC Global Asset Management, Laura Glenn, CFA, Georgia Office of the State Treasurer
- A Modern Approach to Short-to-Intermediate Term Investing by Chris Daniel, City of Albuquerque, Deanne Woodring, CFA, Government Portfolio Advisors
- Trading and Price Discovery by Ray Johnson, Bloomberg, Hubie White, CFA, City and County of San Francisco, Guy Boccasile, City of Ontario
- Late Cycle Credit Investing by Maxwell Anthony, Adan Virani, CAIA, CTP, Sterling Capital
Thursday
- How Much Longer Can the Second Longest Economic Expansion on Record Last? by Craig Dismuke,Vining Sparks
- SOFR, So Good by Priya Misra, TD Securities
- Seven Habits of Highly Effective Investment Programs by Rick Phillips, FTN Main Street Advisors, Kevin Webb, CFA, Piper Jaffray
- CP/CDs/Corporates: Are Credit Securities Worth The Risk? by Tom Juarez, City of Los Angeles, R.C. Kinzly, County of San Diego
- Callables/Structured Notes: Behind the Curtain Discussion with a Trading Desk by George Barbar, Mesierow Financial
- Mixed Messages in Money Markets by Margaret Kerins, CFA, Bank of Montreal Capital Markets
- Dealing with ESG (Socially Responsible Investing) by David Carr, City of Santa Monica David Jones, City of Oakland
Friday
- Higher for Longer … Much Higher for Much Longer the Great Savings Squeeze of 2018 by Vincent Deluard, CFA, INTL FCStone Financial Inc.
- The Bank’s View: Considerations for Your Cash by Michael Brady, Citibank
- How I Learned to Stop Worrying and Love Losses
by Ben Finkelstein, CFA, Cantor Fitzgerald