Investment and Financial Management Symposium

Investment Symposium

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)

7:30 AM  Registration/Breakfast Buffet
8:30 AM 

Welcome Comments

Dan McAllister, Treasurer-Tax Collector; County of San Diego

8:45 AM

Global and Domestic Economic Outlook

As a prolific contributor to CNBC, CNN, Bloomberg and Fox Business News, Dr. Anthony Chan has abundant expertise in demystifying the markets.  Join us as he provides economic and investment insights in an entertaining presentation.

Anthony Chan, Chase Chief Economist; JP Morgan Chase & Co.

9:45 AM  Break
10:00 AM

Cashflow Analysis: Show me the money!

Budget planning on your mind?  For your organization to be successful, it is crucial to have an accurate forecast.  Our panel of experts will discuss their recommended strategies and common pitfalls to avoid.

Moderated by:
Gabriel Wisdom, CEO and Managing Director; American Money Management

Tracey McDermott, Senior Vice President & Chief Financial Officer; San Diego Housing Commission
Donna Caperton, Assistant Superintendent, Business Services; Vista Unified School District
Karl Christensen, Assistant Superintendent, Business Services; Santee School District

11:00 AM

Regional Economic Update

SANDAG is uniquely positioned to examine San Diego across our 19 local governments.  Chief Economist Ray Major has the facts and figures to help break down our economy.  Learn where we were, where we are, and where we’re going up to 2050.

Ray Major, Chief Economist; SANDAG

12:00 PM Lunch is served
1:00 PM

What the Auditor Sees

Take this opportunity to view your organization through the eyes of an auditor!  Our panelists will discuss what they look for and offer best practices to take away.

Moderated by:
Paul Kim; President; PK Analytics

Shannon Ayala, Partner; Davis Farr
Matt Nethaway, Partner; Crowe LLP 
Sally Choi, Chief Financial Officer; San Diego County Employees Retirement Association

2:00 PM

Exposing Corporate Corruption

When the global financial meltdown came and went without a single corporate executive being held accountable, what was “Too Big to Fail” became “Too Big to Nail.”

The Robbins Geller team has helped claw back billions for investors, but more importantly, they’ve dragged corporate corruption from private boardrooms into public courtrooms. The public spotlight of the courtroom forces change and sends an important message to crooked executives: clean up your act.  From Enron to Theranos to Trump University to Walmart to Volkswagen, Robbins Geller was there!

Darren Robbins, Partner; Robbins Geller Rudman and Dowd, LLP

Jason Forge, Partner; Robbins Geller Rudman and Dowd, LLP

3:00 PM  Program Concludes 

Deadline to register: March 11, 2019 or until filled to capacity.

Seating is limited; register early!

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. Accepted payment types include credit card (additional processing fees apply), check, and e-check. County of San Diego employees may pay via DART transfer. See your invoice for more details. If you do not receive an invoice within three business days of registering, please contact us.

Although no refunds or credits will be given for cancellations, you may opt to send a substitute from your organization.

For additional information, please contact:

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