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2018 CMTA Pre-Conference
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8:00 a.m. ‐ 12:00 p.m.
Registration begins at 7:30 AM; Breakfast will be available for Pre-Conference Attendees

Pre‐Conference Session 1: Specialized CMTA Training*
Meet Requirement for CCMT Designation; All are welcome 

Martin Cassell, CFA, CEO & Chief Investment Officer, Chandler Asset Management
Carlos Oblites, Senior Vice President & Portfolio Strategist, Chandler Asset Management
Eileen Roberts, Executive Director, J.P. Morgan
David Pollino, Deputy Chief Security Officer, SVP, Bank of the West

This session will have various speakers and will qualify for 8 hours of CMTA Specialized Training. Four hours will be offered at the pre-conference session, and four additional hours will be provided as self-study.

*This session qualifies for 8 Hours of CMTA Specialized Training: 4 Hours are in-person and additional 4 Hours will be provided by supplemental materials.

Pre‐Conference Session 2: Bond Market Boot Camp
by Rick Phillips, President, FTN Main Street Advisors 
Kevin Webb, Director, Cantor Fitzgerald

Session Summary:
This interactive pre-conference workshop will cover "mysteries" of bond market math, the best way to ensure safety of principal, optimize portfolio strategy and structure, keep score of your portfolio, how to "profit from taking losses", the fallacy of interest rate timing, and other important investment topics.  

Learning Objectives:
Participants will receive a workbook to test their knowledge and take as a desk reference.  The objectives of this session will be to structure an investment program to maximize safety of principal, provide sufficient and optimal liquidity, and earn a market rate of return.  

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4/17/2019 » 4/19/2019
2019 CMTA Annual Conference

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