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Section ImageAbout Counties

2011 Texas Public Funds Investment Conference

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November 17-18, 2011

Presentations

Listed in the table below are the visual aids used by the presenters during the event. Click on the links to view. All documents are in PDF format.

These presentations and handouts have been posted with the permission of the originator. All presentations and handouts are to be used for educational purposes only and should not be reproduced.

Thursday, November 17

Investing in the Current Economy
Mr. Richard Ebert, First Vice President-Investments/Financial Advisor, UBS Financial Services, Inc.

Inflation: Real or Perceived?

Dr. Mary Kathryn Campion, Champion Capital Research

Understanding Bloomberg Screens

Mr. Greg Warner, Vice President, First Southwest Asset Management, Inc. Austin

CDARS Update under the Revised PFIA

Ms. Tory Warrick, Promotory Interfinancial Network

Benchmarking Your Portfolio - Part 1

Part 2

Honorable Tony Sims, Chambers County Treasurer

Risk

Honorable Suzanne Kucera, Matagorda County Treasurer, Retired

What's in My Money Market/Local Goverment Investment Pools?

Mr. Craig Bloodworth, Client Portfolio Manager, Invesco

Diversification of Your Investment Portfolio - Part 1

Part 2

Honorable Dolores Ortega Carter, CCT, CIO, Travis County Treasurer

Investment Controls

Honorable Donna Thornton, Wharton County Treasurer


Friday, November 18

Ethics in Investments
Mr. Michael Anderson, Compliance Officer/Assistant General Counsel, Texas Treasury Safekeeping Trust Company

PFIA Legislative Update - Part 1

Part 2

Part 3

Mr. Jeff Leuschel, Partner, McCall, Parkhurst & Horton, L.L.P.

More about this event

Registration Information - Sign up today and register online! Go to the Registration Information

Hotel Information - View hotel information for this event. Go to the Hotel Information

Scheduled Activities - Interested in the schedule of activities? Go to the Agenda

Agenda - View the agenda for this event. Go to the Agenda

Continuing Education - Review the continuing education credits for this event. Go to the CEU InformATION

Cancellation Policy - Already registered and need to cancel? Go to the Cancellation Policy

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