What You Can Do to Ensure the Best Financial Health of Your Authority

Economy and financial markets constantly change and can make it seem like it's a full-time job to keep up with industry best practices.

This session will focus on managing your Authority's cash and investments, and steps necessary to protect vital information related to your organization's funds.

Areas of focus during this session will include:

• A financial markets update

• Considerations for tuning up your investment policy

• A walk-through of the steps to review your investment accounts

• Factors involved in investing proceeds from bonds

• Discussion concerning several ways criminals may attempt to access Authority information and what you need to consider to stay safe

No checkup is complete without a checklist and we will review steps for you to take now as you seek to optimize financial results for your Authority.

Presenter:
John Molloy, CFA
Managing Director
PFM Asset Management LLC
 
John is a managing director and joined PFM's asset management business in 2002 and is the co-leader of PFM's investment advisory practice in the Northeastern U.S. He has more than 25 years of experience working with institutional investors in developing investment policies, making asset allocation and investment strategy decisions, selecting benchmarks and evaluating investment performance.
 
He is responsible for the overall management of local government investment pools (LGIPs) PFM advises in the Northeast, as well as a number of investment advisory programs for state-level agencies. He provides strategic direction for new investment programs and was the architect of PFM's Managed Accounts Program, a multi-asset class investment solution for long-term funds.

Cost: $40