November 15-16, 2007

Renaissance Houston Hotel

6 Greenway Plaza

Houston, Texas

Phone: 713-629-1200

Educational Co-Sponsor: Lyndon B. Johnson School of Public Affairs, University of Texas at Austin

 

Agenda

Thursday, November 15

 

7:30 - 5:00 pm	Registration Desk Open
8:15 - 8:30 am	Welcome
8:30 - 9:20 am	Economic Forecast, Stephen Freedman
9:20 - 10:10 am	Factors Affecting Fed Fund Rates, Mary Kathryn Campion
10:10 - 10:30 am	Break
10:30 - 11:30 am	How Pools Invest and Why, Kent Christian
11:30 - 1:00 pm	Lunch (on your own)
1:00 - 5:00 pm	Concurrent Sessions (choice of basic or advanced topics)
1:00 - 1:50 pm	BASIC: Discussion of Risk, Peggy Ledbetter
1:00 - 1:50 pm	ADVANCED: Navigating the Unexpected, James Maughan, Kathy Davis, Leann Jennings, Vivian Wood
1:50 - 2:40 pm	BASIC: Nuts & Bolts of the Texas Public Funds Investment Act, Jennifer LeGrand
1:50 - 2:40 pm	ADVANCED: Rookie Training Class (dealing with brokers), Sharon Reynolds, Scott Waltmon, Dick Ebert
2:40 - 3:10 pm	Break
3:10 - 4:00 pm	BASIC: Structure of Securities, Linda Robinson
3:10 - 4:00 pm	ADVANCED: Diversifying Your Investment Portfolio - How to Invest in Rising or Falling Interest Rates, Justify your Reasoning, David McLeroy
4:00 - 4:50 pm	BASIC: Investment Policies and Strategies, Suzanne Kucera
4:00 - 4:50 pm	ADVANCED: Overcoming the Political Pressure to Use Local Banks, Virginia Hughes, Vergie Moreland
5:00 - 7:00 pm	Reception

 

Friday, November 16

8:30 - 9:20 am	Looking at Items that Affect Your Bond Rating, Duncan Lamme
9:20 - 10:10 am	Investment Officers' Role in the Budget Process - Interest Income Projection, James Wells
10:10 - 10:30 am	Break
10:30 - 12:00 pm	Ethics and Professionalism in a Changing World, Mark Warren
12:00 pm	Conference Adjourns

*agenda subject to change