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CMTA Lunch & Learn: The Speculation Miscalculation
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When: Thursday, February 14, 2019
11:30 AM - 1:00 PM
Where: Brea Conference Center
100 South State College Blvd.
Building 135
Brea, California  92821
United States
Contact: (916) 231-2144

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The Speculation Miscalculation

In conjunction with Manufacturer’s Bank and Mischler Financial Group


Cost: Free

Lunch provided courtesy of Manufacturers Bank

This session will review some of the behavioral biases that portfolio managers exhibit when making investment decisions during different market cycles. We will examine the impact of these traits on portfolio performance and show the cost/benefit to employing strategies outside of a cash flow or asset liability based method. The session will also discuss appropriate investing techniques based on ALM and steps to develop an appropriate, long-term strategy for a public institution.

Presented by: Jason Klinghoffer, CFA
Director, Debt Capital Markets

Jason is a former United States Marine who joined Mischler Financial Group, the nation's oldest Service Disabled Veteran’s broker/dealer, in September 2014.

Jason brings with him well over a decade of dedicated service to institutional public fund investors. He is currently a Director in the Debt Capital Markets group and the creator of the MaxQ Qloud Analytics platform. Jason also leads the Agency Syndicate effort for Mischler Financial Group and works directly with swap counterparties and agency representatives to increase New Issue access to clients and increase volume for GSE diversity access programs.

Jason holds the Chartered Financial Analyst® designation from the CFA Institute and is an active member of the CFA society of Orange County.

See EVENT PARKING MAP - on this map, North is to the Right (Lambert is the next major street North), and South is to the Left (Birch Street)

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4/22/2020 » 4/24/2020
2020 CMTA Annual Conference

California Municipal Treasurer's Association
700 R Street, Suite 200
Sacramento, CA. 95811
p: 916-231-2144
f: 916-231-2141