8:30 A.M.

Registration Opens

9:00 A.M.


The State Treasurer and the LGIP


Patty Humbert, Chief Investment Officer, Arizona Office of the State Treasurer

This session will cover the details of the LGIP programs offered, the responsibilities of the state treasurer and the state treasurer's staff, and information on how the state and US economy impacts how the LGIP funds are invested. The session will also cover details on a current LGIP outlook and investment plan.

10:00 A.M.


Short-Term Market Update


Garret M. Sloan, CFA, Fixed Income Market Strategy, Wells Fargo Securities, LLC

Our speaker from Wells Fargo will provide a short-term market update. The session will cover a range of topics such as monetary policy and rates outlook, optimal positioning on the yield curve, the supply situation, trends in corporate portfolios as well as alternatives for short-term investors.

11:00 A.M.


Finding Value in the Markets


Richard Petrenka, Portfolio Manager, Davidson Fixed Asset Management

This session will begin with an introduction to the Trade Reporting and Compliance Engine (TRACE) that is on the Financial Industry Regulatory Authority (FINRA) website and using it as a guide to investing. The speaker will provide a guide to economic indicators in regards to the Federal Reserve and cover topics such as growth and inflation, market sensitivity and data sources. The session will conclude with a discussion and instructions on how to research the price and yield of a bond that an entity purchased.

12:00 P.M.


1:00 P.M.

2 CPEs

Investment Policy Best Practices


Lauren Brant, Managing Director, PFM Asset Management
Paulina Woo, Senior Managing Consultant, PFM Asset Management

The purpose of this session is to discuss the development and application of best practices to your investment policy. We will cover current Arizona revised statues and permitted investments, important elements to include in your policy, and considerations in updating and changing your policy.