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PFM Power Hours Investment Education

  • Tuesday, July 28, 2020
  • Thursday, July 30, 2020

PLEASE JOIN US!
COMPLIMENTARY ONLINE WEBINAR SERIES



pfm's POWERhours:  Click "play" to hear a message about this year's webinar series from Steven Alexander, Managing Director.  

Attend these live video webinars to earn up to a total of 8 CPE credits (2 credits per webinar).

Register using the links below for PFM's upcoming series of investment training webinars.


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July 28, 2020    1:00pm - 3:00pm EST 
Fixed Income Markets:  The Effects of COVID-19 

(Finance - 2 CPE)


Presenters:

James Sims, CFA
Senior Portfolio Manager, Director

Learn more about James by clicking here.

Meredith LaBuda Sullivan
Portfolio Manager, Fixed Income Portfolio Management Team

Learn more about Meredith by clicking here.

Learning Objective:   When you complete this session you should be able to:  Identify fixed income securities essential for developing and managing local government investment portfolios.

Session Description:  This session will explore investing in a near-zero COVID-19 fixed-income bond market.  Our presenters will discuss the effects of the extraordinary fiscal and monetary policy response from the Federal Reserve to the COVID-19 situation on short and intermediate portfolios and the risk of exposure to corporate credit and other fixed income sectors.  Additionally, we will review investment strategies for public funds in 2020 and beyond. 

Please click on the link below to register:

 https://pfmgroup.webex.com/pfmgroup/k2/j.php?MTID=t2a6c3521d43022926c154efd5a799785

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July 30, 2020    1:00pm - 3:00pm EST 
Review of the Multi-Asset Class Strategies and Best Practices   
(Finance - 2 CPE) 


Presenters: 

Khalid Yasin, CIMA, CHP,
Multi-Asset Class Strategist, Director

Learn more about Khalid by clicking here.

Allison Corbally
Multi-Asset Class Strategist, Director

Learn more about Allison by clicking here.

Learning Objective:  When you complete this session you should be able to:  List two short term effects of COVID-19 on asset class selection.    

Session Description:   Participants completing this session will be able to define investment risk in the context of much longer time horizons (beyond 5 years), and understand concepts such as asset-liability matching and asset allocation when managing investment portfolios for pension, other post-employment (OPEB) trusts, quasi-endowments, or in limited cases the diversification of reserve or surplus funds. 

 Please click on the link below to register:

https://pfmgroup.webex.com/pfmgroup/k2/j.php?MTID=t8266e695f203f2770b98ce2b67e8933c

 

Each session qualifies for 2 hours of CE Credit pursuant to Section 218.415(14), Florida Statutes.  Qualifies for 2 hours of CPE credit. No advance preparation needed. Prerequisite: Holding a governmental financial position. Program level is intermediate and is presented Group Internet Based. For questions or additional information regarding complaint, and/or program cancellation policies, please contact Lee Alexander at alexanderl@pfm.com or 407-913-1635.  Fields of Study:  7/21/2020 - Economics - 2CPE; 7/23, 7/28, 7/30 - Finance - 6 CPE.  

 

PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation.

PFM is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. A copy of our Form ADV, Parts 2A & 2B is available upon request.

 

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