PORTFOLIO STRATEGY FROM THE INSIDE OUT
Speakers: Jason Klinghoffer, CFA, Director, Debt Capital Markets, Mischler Financial; Hubie White, Chief Investment Officer, City
and County of San Francisco and GIOA Board Member

IS CREDIT WORTH THE RISK?
Speakers: RC Kinzly, CTP, Investment Officer, County of San Diego; Kevin Webb, CFA, Managing Director, Piper Sandler; Rick Phillips,
President, FHN Main Street Advisors and GIOA Founder

INVESTMENT ACCOUNTING AND THE GREAT GASB!
Speaker: Laura Glenn, CFA, Director, Investment Advisory Services, Public Trust Advisors and GIOA Past President

WHAT’S IN YOUR INVESTMENT POLICY?
Speaker: Nicole Muegge, Investment & Banking Officer, Thurston County (GIOA President)

HOW TO ANALYZE A BANK
Speakers: Mark Walsh, President & Founder, Walsh Financial Consulting

IS ESG INVESTING RIGHT FOR YOUR ENTITY?
Speakers: Tara Dunn, Research Data Specialist, California Debt Investment Advisory Commission; Hank Levy, Treasurer, County of
Alameda

WHY THE FED IS STILL STEPPING IN THE MARKETS
Speaker: Ellis Phifer, CFA, CMT, Managing Director, Raymond James

Economic Update
Speaker: Vanessa McMichael, CTP, Fixed Income Strategy, Wells Fargo

CYBERSECURITY: ARE YOU GOING TO BE HACKED NEXT?
Speaker: Alex Southern, Executive Director, Information Security Manager, JPMorgan Chase

ROCK N’ ROLL LEADERSHIP
Speaker: Jon Baker, Senior Vice President, Zions Bank Municipal Finance

FANTASTIC FUNDAMENTALS OF TREASURY PROGRAMS
Speaker: Rick Phillips, President, FHN Main Street Advisors and GIOA Founder

LOCAL GOVERNMENT INVESTMENT POOL UPDATE
Speaker: Peter Gargiulo, Senior Director, Fitch Ratings

ECONOMIC UPDATE 2
Speaker: Steven Van Metre, President of Steven Van Metre Financial

FEDERAL UPDATE: GIOA’S OPPORTUNITIES FOR OUTREACH
Speakers: Chris Daniel, GIOA Past-President, Investment Officer City of Albuquerque; Emily Brock, Director,
Government Finance Officers Association