AGENDA - pdf

Cost: $275

This one and a half day seminar is designed to provide an advanced discussion of portfolio management, including the more complex concepts underlying sound public portfolio analysis and decision-making. The seminar will cover investment concepts, risk, and the permissible securities under California Government Code 53601. It will also include an investment portfolio case-study simulation to allow seminar participants to place concepts into practice.

Note: CDIAC and CMTA recommend that prior to attending this course, participants view the presentation from the basic seminar and CDIAC's website series, The Public Fund Investment Portfolio posted on the CDIAC website: seminar; webinar.

Hotel Accommodations
DoubleTree by Hilton Claremont
555 W Foothill Blvd
Claremont, CA 91711

Group Rate: $149.00 (plus tax)
Group Rate Cut-Off: Friday, December 27, 2019

Reserve Your Room Online or call (909) 445-1824, group code is: CCA

Cancellation Policy:
$25 fee for cancellations received on or before January 3, 2020.
No refunds after January 3, 2020, you can send a colleague if you cannot attend.