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Investing 101: Back to Basics

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Description

Join CAMP for local educational sessions discussing topics that help public agencies manage their investments. Our next topic, Investing 101, applies what we covered in our California Government Code series with back-to-basic portfolio concepts.

Lunch will be served.


Learning Objectives:

When you complete this session you should be able to:

  • List the differences between stocks and bonds

  • Define the types of bond risks

  • Identify and apply investment program best practices

This session qualifies for 1 hour of CPE credit.


Dates and Locations:

Tuesday, October 22 | 11 AM - 1 PM | Burlingame Main Library (Lane Room)

Thursday, November 7 | 11 AM - 1 PM | Western Riverside Council of Governments (WRCOG)

Tuesday, November 12 | 12 PM - 2 PM | San Diego Association of Governments (SANDAG)

Coming Soon! | Sacramento Area

Coming Soon! | East Bay Area

Coming Soon! | Orange County Area


National Registry of CPE Sponsors

This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the Trust’s investment objectives, risks, charges and expenses before investing in the Trust. This and other information about the Trust is available in the Trust’s current Information Statement, which should be read carefully before investing. A copy of the Trust’s Information Statement may be obtained by calling 1-800-729-7665 or is available on the Trust’s website at www.camponline.com. While the Trust seeks to maintain a stable net asset value of $1.00 per share, it is possible to lose money investing in the Trust. An investment in the Trust is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Trust are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is a wholly owned subsidiary of PFM Asset Management LLC.


PFM is the marketing name for a group of affiliated companies providing a range of services. All services are provided through separate agreements with each company. This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation.


For more information regarding PFM’s services or entities, please visit www.pfm.com.

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