CalTRUST Offers Spring Shareholder Summits March 25 in Orange County and March 26 in Berkeley
Feb 25, 2020
BlackRock will lead each free informative summit and key topics will include:
Date: Wednesday, March 25
Time: 9:30 a.m.-2:30 p.m.
Location: Yorba Linda Water District, 1717 E Miraloma Avenue, Placentia
Register online
Northern California (Alameda County)
Date: Thursday, March 26
Time: 9:30 a.m.-2:30 p.m.
Location: Brazilian Room in Tilden Park, Wildcat Canyon at Shasta Road, Berkeley
Register online
CalTRUST is a joint powers authority, governed by a Board of Trustees made up of experienced local agency treasurers and investment officers that provides a convenient method for public agencies to pool their assets for investment purposes. CalTRUST offers five account options – Liquidity Fund, Short-Term Fund, Medium-Term Fund, ESG Money Market Fund, and Government Fund.
- Economic update and forecast
- Deep dive into CalTRUST funds and positioning
- Investment Instruments 101 (ABS, ESG/SRI, and more)
- Risk management
- Rating agencies and LGIPS
- Legislative discussion (tentative)
Date: Wednesday, March 25
Time: 9:30 a.m.-2:30 p.m.
Location: Yorba Linda Water District, 1717 E Miraloma Avenue, Placentia
Register online
Northern California (Alameda County)
Date: Thursday, March 26
Time: 9:30 a.m.-2:30 p.m.
Location: Brazilian Room in Tilden Park, Wildcat Canyon at Shasta Road, Berkeley
Register online
CalTRUST is a joint powers authority, governed by a Board of Trustees made up of experienced local agency treasurers and investment officers that provides a convenient method for public agencies to pool their assets for investment purposes. CalTRUST offers five account options – Liquidity Fund, Short-Term Fund, Medium-Term Fund, ESG Money Market Fund, and Government Fund.