Debt & Investment Webinar Series: Rates Go Up, Rates Go Down - You Just Need to Have a Plan
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When: 10:30 AM
Where: Webinar
United States

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CMTA & PFM Asset Management Presents:
Rates Go Up, Rates Go Down - You Just Need to Have a Plan (1 CPE)
1 hour of CMTA Specialized Training

Speaker: Kyle Jones

Description: While there can be much uncertainty in the markets, there are tried and true strategies that can help optimize portfolios in any market environment. This session will explain the basics of important strategies like sector weighting, yield curve placement, and a constantly evolving relationship between Treasuries and credit. This session will also outline how to develop and maintain a bigger picture plan designed to weather interest rate cycles.

Learning Objectives:

  • List two responsibilities of the Federal Reserve and how they impact the fixed income market.
  • Define two investment strategies and how they could benefit a fixed income portfolio.
  • Recognize key elements for developing an investment strategy.

Registration is Open!


Field of Study: Finance. Qualifies for 1 hour of CPE credit. No advanced preparation needed. 
Prerequisite: Holding a governmental financial position. Program level is Basic and is presented Group Internet Based. For questions or additional information regarding program concerns and cancellations, please contact Diane Kennon at 415-393-7250.

PFM is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site:

California Municipal Treasurers Association
700 R Street, Suite 200
Sacramento, CA. 95811
P: 916-231-2144
F: 916-231-2141