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2016 Florida Trust Investment Seminar

  

Seminar Agenda Here| Speaker Biographies Here

2016 Florida Trust Investment Seminar

August 25-26, 2016

  

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Thursday, August 25, 2016

Session 1: US Economic Outlook (1 CPE)
Presenter: Peter Beer, Vice President, Payden & Rygel

  • Tenets of sound macroeconomic analysis
  • Overview of the recent economic data
  • An outlook for the US labor market and what it means for interest rates

Session 2: Overview of the Florida Securities and Financial Institutions
Presenter(s): Marty Stubblefield, Division Director of Financial Institutions, Florida Office of Financial Regulation
Alisa Goldberg, Chief of the Bureau of Registration, Division of Securities, Florida Office of Financial Regulation

  • Overview of Florida Securities Regulation and Industry Trends
  • Status of Florida Banks & Credit Unions
  • Emerging Issues in both arenas and what that means to you
     
Session 3: Fixed Income Portfolio Management: Learn, Then Take a Turn! (2 CPE's)
Presenter(s): Elizabeth "Beth" Westvold, Senior Vice President, Payden & Rygel Workgroups
Lisa Matiash, Associate Vice President,Payden & Rygel Workgroups
  • Educational session on fixed income instruments and basics of bond portfolio management
  • Economic environment and interest rate scenarios provided
  • Portfolio strategy and risk decisions made by competing teams, prizes to be awarded..
   

Friday, August 26, 2016
   
Session 4. Florida’s Economic Outlook
Presenter: Jerry D. Parrish, Ph.D., Chief Economist/Director of Research, Florida Chamber Foundation

  • Florida has enjoyed the benefits of stability for private-sector investment
  • Changing Florida’s economic development strategy has both benefits and costs
  • Discussion of Florida’s Leading Economic Index

Session 5. A Dialogue with the Fed
Presenter: Christopher Oakley, Vice President and Regional Executive, Atlanta Federal Reserve

  • Economic Growth
  • Employment
  • Inflation

Session 6. Economic Update and Current investment Values in a Low Interest Rate Environment
Presenter: Gregory H. Pagans, Vice President, Institutional Fixed-Income, Multi-Bank Securities, Inc.

  • Normalization of interest rates per FOMC
  • Investment strategies to help prevent interest rate risk
  • Increasing yield utilizing FDIC Insured CDs

Session 7. Putting Success in Succession Planning: Building and Maintaining a 21st Century Finance Office (1 CPE)
Presenter: Kenneth Rust, CFO and Director of the Bureau of Revenue & Financial Services, City of Portland

  • The role of the Finance Office and Finance Officer in an evolving and changing world.
  • Succession Planning concepts and strategies.
  • Lessons learned, the hard way, when organizational succession strategies are put to the test.
 
Session 8. Determining Credit Quality (1 CPE)
Presenter: Edward "Ted" Damutz, Vice President/Senior Credit Officer , Moody's Investors Service
  • Benefits of a credit rating and purpose of the rating in the capital markets
  • Credit factors – financial position, debt profile, economic strength, and management practices
  • Rating process – timing, required documents (CAFR, legal documents, POS), participants
  • Surveillance of rating on annual basis linked to timing of financial reporting or other event
 
Session 9. S&P Global Fund Ratings (1 CPE)
Presenter: Michael Masih, Associate Director, Financial Institutions Ratings, S&P Global Ratings
  • Type of ratings we provide         
  • Rated LGIPs in the State of Florida                                                 
  • SEC MMF Reform (General Overview)
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