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CMTA Conversations: Fixed Income Topics for 2020
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 Export to Your Calendar 2/20/2020
When: Thursday, February 20, 2020
11:30 AM
Where: Inland Empire Utilities District
6075 Kimball Avenue
Chino, California  91708
United States
Contact: Michael Solorza
(916) 231-2144


Online registration is available until: 2/19/2020
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CMTA Conversations: Fixed Income Topics for 2020: The Transition to SOFR and Considering ESG in the Investment Process

A discussion on two very relevant topics in the world of fixed income investing.  We will discuss the transition away from LIBOR to SOFR and explore what each rate is and the potential ramifications investors must consider during the transition period. Then, we will explore the role of Environmental, Social and Governance (ESG) as an important aspect of investment analysis and  how you implement it into your investment process. We will explore the topic and compare and contrast examples of ESG analysis.

with Jeff Probst, CFA, Vice President and Portfolio Manager at Chandler Asset Management

Sponsored by Chandler Assest Management

Lunch included thanks to our sponsor

Jeff Probst is a Vice President and Portfolio Manager at Chandler Asset Management. He is responsible for implementing portfolio strategy and securities trading in client accounts. Prior to joining the firm in 2012, Jeff was an Investment Analysis at BOFI Federal Bank. He began his career as Mutual Fund Treasury Administrator at Western Asset Management. He originally joined the firm as an Assistant Portfolio manager, and was promoted to Portfolio Manager in 2014. Jeff earned his B.S. in managerial economics and his M.S. in agricultural and resource economics from the University of California, Davis. He holds the designation of Chartered Financial Analyst.

REGISTER ONLINE

Event questions: Michael Solorza, Manager, Fiscal Services, City of Irvine and CMTA Southern Division Chair   MSolorza@cityofirvine.org

Registration questions: Kristina at kristina@cmta.org or (916) 231-2144

Cost: Free for members / $30 for non-members

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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