TOPIC: Money Management - What benefits do these portfolio managers have to offer?
Most cities and counties are sitting on cash reserves that brokerage houses, banks and investment advisors would love to get their hands on. But when is it appropriate and advantageous to outsource your money management? What benefits do these portfolio managers have to offer? And what criteria should you use to choose a portfolio manager?
Please join us on October 15 as Terry Kraser with Springsted Investment Advisors brings her 25 years of experience advising public sector organizations to address these important questions.
TIME: 11:30 AM – Program
12: Noon – Networking Luncheon
MENU: Grilled Marinated Flank Steak and Apple Cake for dessert.
COST: $15.00
Terry Kraser Bio
Terry Kraser has been involved with investing public funds, cash flow analysis and executing investment plans since 1990. She currently leads Springsted Investment Advisors where she advises clients on the investment of operating funds and bond proceeds, cash management, policy development, and competitive selection of investments and portfolio managers. Prior to joining Springsted Investment Advisors, Terry was the President/Owner of Dominion Capital Group, Inc., a public sector investment advisory firm. Ms. Kraser also served as Vice President for Stifel, Nicolaus & Company, Incorporated in Denver, Colorado.
