Laserfiche WebLink
FL SAFE INVESTMENT SEMINAR <br />DUBSDREAD COUNTRY CLUB I ORLANDO - OCTOBER 28, 2015 <br />AGENDA <br />FLORIDA * <br />SAFE <br />L* INVESTMENT POOL * 1 <br />8:30a REGISTRATION, COFFEE & REFRESHMENTS <br />9:OOa WELCOME <br />Mark Mason l Chairman, FL SAFE <br />Jeff Larson I Administrator, FL SAFE <br />9:15a ECONOMIC UPDATE <br />John Huber I Senior Vice President, Chief Investment Officer, Prudent Man Advisors, Inc. <br />10:OOa INVESTMENT POLICY OVERVIEW & CONSIDERATIONS — TIME FOR AN UPDATE? <br />ISSUES FROM AN AUDITOR'S PERSPECTIVE <br />Jeff Larson I Administrator, FL SAFE <br />Andrew Laflin l Audit Partner, Clifton Larson Allen <br />11:30a BREAK <br />11:45a MANAGING BANKING RELATIONSHIPS — SERVICES, FINANCINGS & INVESTMENTS <br />Rene'O'Day 1 Vice -President, Sales and Relationship Management, PMA Financial Network, Inc. <br />Elaine Edmunds l Administrative Services Director, City of St. Pete Beach <br />12:301, LUNCH - MUNICIPAL ADVISOR RULES & CONTINUING DISCLOSURE <br />Lisa Olsen Senior Vice President, DAC <br />Michael Williams, Esq. Partner, Akerman LLC <br />1:30p OVERVIEW OF CASH FLOW ANALYSIS & APPLICATIONS <br />DISCUSSION OF INVESTMENT OPTIONS FOR SMALLER GOVERNMENTS <br />Fenil Patel l Senior Vice President, Investment Services, PMA Financial Network, Inc. <br />Dan Carpenter l Finance Director, City of Indian Rocks Beach <br />2:30p BREAK <br />2:451 INVESTMENT OPTIONS FOR LARGER GOVERNMENTS <br />CASE STUDIES - SPECIAL FUNDS, PENSIONS & LONG TERM CAPITAL FUNDS <br />Mark Mason Director of Financial Services, City of Tamarac <br />John Huber I Senior Vice President, Chief Investment Officer, Prudent Man Advisors, Inc. <br />pichael <br />Nguyen 1 Senior Vice President, Director of Investment Solutions, Prudent Man Advisors, Inc. <br />4:30± CONCLUSORY COMMENTS QUESTIONS <br />FLORIDA * <br />SAFE <br />* Pr/FS: VEN, COOL * <br />SPMA <br />LARSON �,�r` <br />C cauliiv.6S:roc•=,IJ-C Akerman V CtiftonLarsonAllen <br />HMO Q Harris Bank <br />