Advanced Series #1: Advanced Portfolio Management (AM) and Portfolio Structuring Simulation (PM)
Start Date/Time:
Thursday, March 7, 2019 8:30 AM
End Date/Time:
Thursday, March 7, 2019 5:00 PM
Recurring Event:
One time event
Normal Priority

Golden Recreation Center

Advanced Portfolio Management 
The half-day Advanced Portfolio Management class 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.  

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.  

4 CPE per session or 8 CPE for both sessions.

One session only (AM or PM) Members - $40
One session only (AM or PM) Non-members - $50
Full Day (both sessions) Members - $70
Full Day (both sessions) Non-members - $90

Register Now

Owned by Kathy On Monday, November 26, 2018