October 2020 Investment and Financial Management Symposium

Investment and financial management symposium, October 29

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.


(Tentative, subject to change)

8:30 AM    

Welcome Comments

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

8:45 AM

Economic Update

Kristina Hooper, Chief Global Market Strategist; Invesco

9:45 AM Break
10:00 AM 

Cracking the Code: How Does Government Code 53600 Impact You?

Sarah Meacham, Managing Director; PFM Asset Management LLC

11:00 AM

Investment Panel
Our panel of experts will discuss their strategies when it comes to the investment process: credit analysis, compliance, and more!

Moderated by:
Gabriel Widsom, Managing Director; American Money Management, LLC

Lisa Marie Harris, Finance Director/Treasurer, San Diego County Water Authority
Hank Kim, Chief Investment Officer; County of San Diego
William Dennehy II, Executive Vice President; Chandler

12:00 PM  Lunch break
1:00 PM

Port of San Diego

Shaun Sumner, Vice President, Real Estate, Engineering and Facilities; Port of San Diego

2:00 PM

Orange County Bankruptcy – 25 Years Later

In 1994, Orange County declared bankruptcy in the largest municipal case in U.S. history.  We’ll discuss the risky investment strategies that led up to this and what the lasting lessons are.

Teri Sforza, Reporter, The Orange County Register

3:00 PM Program Concludes

Deadline to register: Oct. 25, 2020


Group Registration Form

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

Payment Information

The only payment method allowed for this event is on our website by credit card or e-check. There is no additional charge to pay by credit card.

An invoice with payment instructions will be sent within 3 business days of your submission to the email address you provide. If you do not receive an invoice within three business days, 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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