Advanced Series #2: Advanced Portfolio Management (AM) and Portfolio Structuring Simulation (PM)
Start Date/Time:
Wednesday, September 26, 2018 8:30 AM
End Date/Time:
Wednesday, September 26, 2018 5:00 PM
Recurring Event:
One time event
Normal Priority

Wednesday September 26, 2018; 8:30 – 12:00 

Advanced Portfolio Management 

The half-day Advanced Portfolio Managementclass will offer the participants an opportunity to strengthen their skills managing key risk components associated with structuring a public agency portfolio.  The class will cover topics such as: duration management; maturity structures; yield curve analysis; benchmarking; asset allocation; credit analysis; cash flow forecasting; segmenting the portfolio, among others. It will be a very interactive session, providing participants opportunities to share with and hear from their peers how they approach their responsibilities to manage their agency’s portfolio.  The class will be taught by experts in analyzing risk and structuring public agency portfolios.  This can be taken as a stand-alone class or in conjunction with the afternoon Portfolio Structuring Simulation session.  

Lunch on your own.


Wednesday September 26, 2018; 1:30 – 5:00 

Portfolio Structuring Simulation

The participants in the Portfolio Structuring Simulation session will work in small groups to structure portfolios based on actual market and economic data.  As a group, they will decide the types and levels of risk they will build into the portfolio and the market benchmark they will use for their portfolio.  Ample time will be provided for discussion within each group about the structure of the portfolio and the selection of individual securities.  Each group will report performance at the end of each time period.  Midway through the simulation, groups will have the opportunity to rebalance their portfolio.  At the conclusion, in addition to reporting final performance numbers and discussion about attribution, the groups will report the approach they took to making their decisions.  The format of the simulation provides many opportunities for the participants to learn from each other.  The simulation will be facilitated by experts in managing public agency portfolios. This simulation can be taken as a stand-alone session or in conjunction with the morning Advanced Portfolio Management class.  

Take both classes or just one or the other.  Lunch is on your own.


Scott Prickett, CTP, EVP, Portfolio Strategist, Chandler Asset Management

Julie Hughes, SVP, Portfolio Strategist, Chandler Asset Management

Ned Connolly, SVP, Relationship Manager, Chandler Asset Management


4 for Morning OR Afternoon ONLY

8 for the full day


Members: $25 for Morning OR Afternoon ONLY

Members: $40 for the full day

Non-Members: $40 for the Morning OR Afternoon ONLY

Non-Members: $70 for the full day

Register HERE


Owned by Kathy On Monday, May 14, 2018