Intermediate Investing Symposium

  • What: 2017 Investment Symposium
  • When: Friday, Feb. 10, 2017, 8:30 a.m. to 2 p.m.
  • Where: Crowne Plaza Hotel, 2270 Hotel Circle North, San Diego, CA 92180
  • Cost: $50 (breakfast, lunch, parking and CPE certificate included)

Gain actionable insight into the wide world of investments at the 2017 Investment Symposium, presented by the San Diego Treasurer-Tax Collector’s Office. This intermediate investing program 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.

Registration has closed.

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(Tentative, subject to change.)

7:30 AM

Registration/Breakfast Buffet

8:30 AM

Welcome Comments
Dan McAllister, Treasurer-Tax Collector, County of San Diego

8:45 AM

A Journey Through Western Higher Education
Dr. Constance Carroll, Chancellor, San Diego Community College District

9:45 AM

National and Regional Economic Update

The economic expansion is now in its eighth year. The underlying fundamentals seemingly remain sound, but what does the future hold?

Moderated by David Bilby, Director of Finance, City of Chula Vista
Jim DeMasi, Managing Director and Chief Fixed Income Strategist, Stifel
Ray Major, Chief Economist, SANDAG

10:45 AM


11:00 AM

Investing in a Rising Interest Rate Environment

The Federal Reserve has signaled that it is going to accelerate the pace of interest rate increases to 50-75bps this year after raising rates 25bps each of the past two years. In fact, two more raises are expected this year. Our speakers will discuss preparation and strategies to position your portfolio to deal with rising rates.

Moderated by Geoff Bryant, Finance Manager, San Diego County Regional Airport Authority
Ellis Phifer, Managing Director of Fixed Income Research, Raymond James
Justin Hoogendoorn, Head of Fixed Income Strategy and Analytics, Piper Jaffray

12:00 PM

Lunch Presentation: 2017 - The Year of the Unknown
Gary London, President, The London Group Realty Advisors

1:00 PM

Municipal Market Update

2016 was a record-setting year in Municipal Bond Issuance with $444 billion in gross issuance. Fall was especially busy as many issuers pulled forward their issuance ahead of the election and Fed rate hike. What is 2017 shaping up to look like?

Moderated by Charlie Ng, Vice President, Business and Administrative Services, Mira Costa College
Michelle Issa, Managing Director, Public Resources Advisory Group
Matthew Hage, Underwriter, Bank of America Merrill Lynch

2:00 PM

Program Concludes

Group Registration Form
You may optionally use this form to register a large group and receive a single invoice.

Payment Information
An invoice will be sent to the email address provided during registration.  Checks can be made payable to "San Diego County Symposium Fund" and mailed to:

County Treasurer-Tax Collector
Attn: Symposium Coordinator
1600 Pacific Highway, Room 102
San Diego, CA  92101

Credit card payments are not accepted at this time.  Although no refunds or credits will be given for cancellations, you may opt to send a substitute from your organization.

County of San Diego employees may pay via DART transfer.

About the San Diego County Treasury

For additional information, please contact:
Mike Clayton

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