The easiest part of public fund investing is buying bonds the difficult part is explaining why. This session illustrates the fundamentals of how and why investment philosophy impacts strategy.
How to Profit from Taking Losses
The session coaches students not only in how to manage a public funds worst fear, recognizing losses but also how prudently realizing losses actually increases the portfolio earnings for budget purposes.
Bond Modeling with Excel
In this session students learn how to apply excel science to the art of fixed income portfolio management.
Instructors: Ben Finkelstein, CFA, author of The Politics of Public Funds Investing, and Kevin Webb, CFA speak nationally before state and local public finance and investment officials on variety of investment topics.
Participation: Ideal for very large groups as a pre-conference workshop; standalone division meeting; or concurrent or general session as part of a state or national conference. Minimum is 50 participants with no maximum.
Workshop Materials: Along with four hours of instruction, participants will receive a copy of The Politics of Public Fund Investment: How to Modify Wall Street to Fit Main Street; certificate of completion and written agenda to use for CPE credits.
This brand new workshop is offered to public treasury, investment and finance officers and staff. The minimum course size is 50 persons. The base price per person includes four hours of instruction, copy of book The Politics of Public Fund Investing, and a certificate of completion.
To book the workshop, Fixed Income Boot Camp I, email Info@PublicTreasuryInstitute.com or call (301) 229-6375. To find out where the course is currently scheduled visit the Course Calendar
