California Municipal Treasurers Association

CMTA- Advanced Investment Workshop

Wednesday, January 30, 2013 - Thursday, January 31, 2013

Advanced Investment Workshop

Register Today! The objective of the Advanced Investment Workshop is to provide municipal investors, with three or more years of experience, with two-days of extensive hands-on training by leading industry experts. The sessions will be technical, yet understandable, and will cover the topics of portfolio and cash management. This workshop earns you 6.5 points toward the CCMT designation. This education is vital to your municipal treasury career!

Sample topics include: Economic Update – Debt Ceiling, Fiscal Cliff, Europe, Portfolio Structures, Cash Flow Management & Forecasting, Low Interest Rate Portfolio Strategies and Communication, Bond Swaps – Even Analysis, Mock Portfolio – Create Two Different Portfolios, Cash Handling – Protocols, Covered Bonds, Asset-Backed Securities & Variable Rate Notes.

For information on Scholarship Opportunities, please click on Scholarship Information and contact Tracey Lovely for more information.

The workshop is $300 for CMTA members and $340 for non-members.

Earn 6.5 CCMT Points.

Please register before January 18.

The agenda can be downloaded by clicking here.


Speaker Presentations

Speaker Bios