Texas Public Funds Investment Conference

November 8 - 9, 2018

The Westin Hotel Houston
Memorial City
945 Gessner Rd.
Houston, TX 77024

Education Co-Sponsor: McCoy College of Business Administration at Texas State University

The Texas Public Funds Investment Conference helps you piece together the puzzle of your county’s investment options. Experts from the financial industry discuss the influences on the current economy and timely trends in investing. This training is open to all county officials and staff who want to learn more about county investment operations.
Participants successfully completing this conference can:
  • Review collateralization and safekeeping services;
  • Examine the interrelationships between international trade and tariffs;
  • Gain a more in-depth understanding of supra nationals;
  • Discuss cybersecurity and the current attack trends used by hackers and fraudsters; and
  • Analyze factors influencing the U.S. economy. 
Registration Fees
                                                                Early Fee              After Oct. 17
County official or employee                     $160                       $185
City/School/Special District                     $215                       $240
Non-Government                                     $500                       $500
Make checks payable to Texas Association of Counties.


The Westin Houston, Memorial City

945 Gessner Road
Houston, TX 77024
(281) 501-4300
The Westin Houston, Memorial City is the host hotel. Call Central Reservations at (800) 937-8461 for hotel reservations. Ask for the “TAC 2018 Texas Public Funds Investment Conference” room block to receive the conference rate.  Or click here  to reserve your room online.
The conference rate is $135 single/ double, plus tax. Hotel reservations must be secured by Wednesday, October 17th. After Wednesday, October 17th, all rooms are subject to availability and a price increase.
Any reservation not cancelled 72 hours prior to arrival will be subject to one night room and tax cancellation fee.
Check-in: 3pm
Check-out: Noon
Overnight $9.00
Day valet $28.00


Thursday, Nov. 8
5:15-6:30 p.m. Welcome Reception

Here’s a great opportunity to network with fellow attendees over beverages and hors d’oeuvres.

7:30 a.m.-4:30 p.m. Registration and Information Desk (Foyer)
7:30-8:30 a.m. Morning Coffee and Continental Breakfast (Foyer)
Sponsored by: Financial Northeastern Companies
8:30 a.m. Welcome
8:45-9:35 a.m. Ethical Decision Making in Investments
Although ethical dilemmas are a normal and predictable part of most jobs, they can be dangerous to your career if you are not prepared for the organizational challenges that may test your personal values, moral beliefs, and commitment to doing the right thing.

This interactive presentation, by Dr. Michael G. McMillan, CFA, Director, Ethics Education, at CFA Institute, examines several real life ethical dilemmas that professionals working in the investing industry may face in the course of their careers. These cases challenge participants to consider the various courses of action to address the issues involved.
Mr. Michael McMillan, Director, Ethics Education CFA Institute
9:35-9:55 a.m. Break (Foyer)
9:55-10:45 a.m. Banking Like You Mean It
Banking is an important part of your investment program. Money has to come through the bank before you can make it work. How the money moves through the bank will also change with market conditions and rates. You want an equal relationship and a fair price, but to get there the structure of your accounts and the attention to alternatives within the bank are critical. With rates changing now, this session will look at the most cost effective and practical means to get the most from your bank
Ms. Linda Patterson, President, Patterson & Associates
10:45-11:35 a.m. Collateralization and Safekeeping Services
The session is designed to review collateralization rules and regulations. We will also outline collateral documentation requirements and consider collateral management issues. As well as highlight investment security transaction settlement procedures.
Ms. Susan K. Anderson, Valley View Consulting, LLC
11:35 a.m.-1:05 p.m. Lunch (on own)
1:05-1:55 p.m.  Everything You Wanted To Know About Supranationals But Were Afraid to Ask
An increasing number of U.S. public entities are investing in Supranationals attracted by their high credit quality, pick up over U.S. Treasuries and GSEs, liquidity and social return. Learn who these institutions are, what do they do and why they could be a sound investment option for you.
Ms. Laura Fan, Head of Funding, Inter-American Development Bank (IADB)
1:55-2:45 p.m. Common Mistakes Managing Investment Portfolios
This session will explore several mistakes and misconceptions commonly made in key areas of portfolio management, including investment policies and procedures, banking, cash management and safekeeping, selection of brokers and advisors, investment strategies, trading and reporting.
Mr. Scott McIntyre, Senior Vice President, FirstSouthwest Asset Management, A Hilltop Holdings Company
2:45-3:05 p.m. Break (Foyer)
3:05-3:55 p.m. Economic and Financial Market Update
Today’s global economy is one characterized by moderate growth expectations, heightened geopolitical uncertainty and continuously diverging monetary policy by central banks globally. This session will explore these topics and their impact on global equity and fixed income markets. Most importantly, we will discuss their impact on today’s investors.
Ms. Gray Lepley, Senior Analyst, PFM Asset Management LLC
3:55-4:45 p.m. Free Trade, Fair Trade & Tariffs
This session will examine the interrelationships between international trade, tariffs, the value of the dollar, and their impact on the U.S. economy.
Dr. William Chittenden, Ph. D., CTP, Associate Dean for Graduate Programs, McCoy College of Business Administration, Texas State University
5-6:30 p.m. Reception
024 Lounge
Here’s a great opportunity to network with fellow attendees over beverages and hors d’oeuvres.
Co-Sponsored by: Texas CLASS
7:30-11 a.m. Registration and Information Desk (Foyer)
7:30-8:30 a.m. Morning Coffee and Continental Breakfast (Foyer)
8:30-9:20 a.m. The Accelerating Evolution of Financial Markets
The financial landscape is evolving at an increasingly rapid pace. What are the catalysts that spawn new financial instruments and processes? This session presents a framework within which to examine the reasons for financial innovation.
Dr. Holland Toles, Ph.D., CF, Department of Finance and Economics, McCoy College of Business Administration, Texas State University
9:20-10:10 a.m. Cybersecurity: No Need to Panic – A Practical Approach to Protecting Yourself
Over the past several years, cybersecurity has morphed from a subject of spy novels to a major concern for government officials and corporate leaders. Suddenly, there are thousands of self-appointed experts driving a $150+ billion cybersecurity and financial fraud defense industry that are competing for the attention of non-technical government and business leaders with emotional and alarming messages. This discussion will provide a practical foundation to understanding the key risks, explain a basic layered defense model, offer some affordable solutions to achieving protection and provide a framework to evaluate technical tools for informed decision making.
Mr. Tom Clark, Chief Information Officer, Cadence Bank
10:10-10:30 a.m. Break (Foyer)
10:30-11:20 a.m. Effective Managing Across Generations in Investing
Are your soon-to-be-retiring senior managers transferring knowledge to junior employees? Are your multigenerational teams functioning at a highly-effective level? Is it challenging to recruit, motivate and retain your early career employees? Is communication flowing effectively throughout all parts of your organization? Award-winning educator and author Dr. Rob Konopaske will answer these and other pressing organizational questions in an engaging session. Rob will provide several insights and practical tips on how you can optimize knowledge transfer before it is too late. According to the Pew Research Center, 10,000 Baby Boomers are turning 65 years old each day in the U.S. Act now before all of their "know who" and "know how" walks out the door.
Dr. Rob Konopaske, Director, Institute for Global Business, Department of Management, McCoy College of Business, Texas State University
11:20 a.m. Closing Remarks and Adjourn

*Tentative agenda, subject to change

The McCoy College of Business Administration at Texas State University is the education co-sponsor of the Texas Public Funds Investment Conference.
Ten hours of continuing education is approved for County Investment Academy members.

Continuing Education Type Hours
County Investment Academy Members 10
CPA/Auditors 10
Treasurers 10
Commissioners 10
County and District Clerks 8.35
Tax Assessor-Collectors 10


Please click here for sponsorship information or email Deanna Auert.

All cancellation and refund requests must be received in writing (fax or email acceptable). Refunds requested before Thursday, October 25th are subject to a $10 processing fee. Refunds after Thursday, October 25th will be subject to an administrative fee equal to one-half of the registration fee. No refund requests will be honored after Thursday, November 15th. Please email Nino Miranda or fax (512) 477-1324 to cancel your conference registration.


For more information contact Deanna Auert or Nino Miranda​ at (800) 456-5974.

Back to top