This symposium is designed to prepare local public officials and their financial teams to better deal with current and future investment issues that directly impact their day-to-day work. This is an opportunity to hear from economists and other financial experts to help you make sense of the markets and to hear from your peers about issues they are facing.
See what your peers are saying about our Symposiums!
(Tentative, subject to change.)
Welcome Comments Dan McAllister; Treasurer-Tax Collector; County of San Diego
Economic Update What is the outlook for interest rates given the changing political and economic climate? How will recent tax law changes impact the economy? Stifel strategist Jon Hyman will discuss the key factors influencing the markets.
Common Mistakes of Municipal Investment Programs What are the common mistakes of municipal investment programs, and how can you avoid these pitfalls? San Diego County’s Investment Advisor, Rick Phillips, shares his strategies to enhance portfolio management.
County Investment Pool Review How are the funds in the San Diego County Investment Pool being invested? How does the pool manage its investment credit risk? Whether you are a current pool participant or are thinking about investing in the pool, the San Diego County’s investment team shares their process and strategy for maximizing returns and minimizing risk to deliver a cost effective way to invest public funds.
Hank Kim, Chief Investment Officer, County of San Diego
Cameron Urquhart, Investment Officer, County of San Diego
R.C. Kinzly, Investment Officer, County of San Diego
Lunch is served
Keynote Speaker TBD
What keeps you up at night? Do you ever wonder what keeps your peers up at night? Find out how they are tackling key financial management challenges. The panel will discuss their experiences and best practices on key issues. This will also be an opportunity to have a dialogue with the panelists about what financial issues you are thinking about.
Joan Bracci, Financial Policy and Planning Manager, County of San Diego
Scott Patterson, Deputy Superintendent of Business Services, Grossmont Union High School District
Lisa Marie Harris, Finance Director, San Diego County Water Authority
Lauren Warrem, Treasurer and Director of Finance, City of Vista
Deadline to register: March 11, 2018 or until filled to capacity.