CalTRUST Shareholder Summit March 2020 - Northern California

Registrations are closed

Please contact Chase Broffman at (916) 650-8139 or chase@caltrust.org for a last-minute registration.

CalTRUST Shareholder Summit March 2020 - Northern California

As CalTRUST expands its services to shareholders, we are pleased to announce our Spring 2020 Shareholder Summits!

By CalTRUST

Date and time

Thursday, March 26, 2020 · 9:30am - 2pm PDT

Location

Brazilian Room (Tilden Park, Berkeley)

Wildcat Canyon at Shasta Road Berkeley, CA 94708

About this event

These free half-day events are open to both existing shareholders as well as any public agency who does not already invest with CalTRUST. In addition to a top quality education program, lunch will also be provided.

DETAILS and REGISTRATION

Each summit will be headlined by BlackRock and key topics will include*:

  • Economic Update & 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)

Thank you to BlackRock for providing CalTRUST investment management services and education programs!

*Topics noted as tentative are subject to change as speakers are confirmed.

Organized by

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