March 12-13, 2014
Hilton Concord, Concord, CA
Cost: $225.00 for public officials / $325.00 for private professionals

This seminar provides public agency investment officers and other public officials with an introduction to the concepts, tools, and strategies necessary to manage and oversee public investment portfolios. Panelists will address the components of portfolio management, including establishing policy objectives, managing cash flow, understanding permitted investments, assessing and mitigating risk, and structuring portfolios.

A limited number of State rate lodging rooms are available at the Hilton Concord. To make a reservation by phone, call the hotel directly at (925) 827-2000 or (800) 826-2644 and reference CDIAC. To make a reservation online, go to, select the dates, click on “Add special rate codes”, and enter the group code CDI. The reservation needs to be made prior to Wednesday, February 19, 2014. All reservations must be guaranteed with a major credit card. The cancellation policy is 48 hours prior to arrival date.