Understanding Special District Investments – What is the Trustee’s Fiduciary Responsibility?
Sandra Wheeler, industry experienced financial advisor, will cover the importance of having an Investment Policy Statement, the Prudent Investor Rule, an Overview of Permitted Investments per California Government Code, and an update on the Interest Rate Environment.
Tim Deutsch will share a General Manger’s Perspective on Investment Management for Special Districts. What is the Trustee’s fiduciary responsibility and investment provider options (i.e. Stifel Investment Services, Cal Trust, LAIF, County Investment Pool) including investment policy reviews, monthly/quarterly portfolio reports, and Board/Committee communication.
10:00 a.m. - 11:00 a.m.
Free to all