Advanced Public Funds Investing: Portfolio Management Strategies 2027
Organized by California Municipal Treasurers Association
This two-day seminar builds from the fundamentals of public funds investing to cover more advanced concepts underlying sound public portfolio decision-making.
- Dates
- Feb 25-26, 2027
- Location
- Sacramento, CA
- Deadline
- Jan 29, 2027
- Attendees
- 500
- Vendors
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About this conference
This two-day seminar builds from the fundamentals of public funds investing to cover more advanced concepts underlying sound public portfolio decision-making. The program will focus on strategic portfolio management theory and practice and provide interactive simulations and case studies that illustrate the application of the concepts and best practices covered over the course of the program. It is eligible for up to 14 CPE credits and attendees can earn credits towards the Certified California Municipal Treasurer (CCMT) designation. The program also helps local agency officials satisfy the fiscal and financial training requirements of SB 827.
Sponsorship options
Limited sponsorship opportunities are available for this educational workshop. Opportunities include Premier Reception Sponsor ($3,500), Lunch Sponsor ($2,500), and Breakfast Sponsor ($2,000). Sponsors receive exclusive recognition (for Premier), prominent acknowledgement, recognition on CMTA's website and promotional materials, company logo on drink tickets (for Premier), and one complimentary registration.
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