DEDICATED TO EXCELLENCE IN
MUNICIPAL FINANCE MANAGEMENT
CALIFORNIA MUNICIPAL TREASURERS ASSOCIATION
Joint Mee ng Announcement Thursday, June 25, 2015 — 11:30 am‐1:30 pm The Orange County Chapter of CSMFO and Division IX of CMTA are teaming up for a mely presenta on: Common Investment Policy Mistakes Presented by David Schiﬀman, Senior Financial Strategist First Empire Securi es Please join us as David Schiﬀman from First Empire Securi es presents on common investment policy mistakes. His presenta on will include best prac ces as well as things to look out for. David Schiﬀman, Senior Financial Strategist for First Empire Securi es has over 20 years of investment management experience and holds mul ple licenses from FINRA. His main focus is to assist clients in keeping current with economic trends and to provide investment strategies and recommenda ons to meet industry standards and regula ons. He has been involved with CMTA and CSMFO and has wri en mul ple ar cles for the CSMFO mini‐news, with the most recent being published in March 2015. First Empire Securi es, inc. is a full‐service ins tu onal broker‐dealer, headquartered in New York. Since 1984 they have been a strategic partner to municipali es and other ins tu onal clients in the development of fixed‐income investment solu ons. Menu á Mixed Greens Salad with Balsamic Vinaigre e á Souvlaki Grilled Chicken & Steak Skewers á Grilled Vegetables and Corn O’Brien á
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Roasted Red Pepper Hummus, Greek Yogurt... Mini Desserts Unlimited Coﬀee, Tea and Soda Reserva on Informa on Date: Time: Loca on: Thursday, June 25, 2015 11:30 am to 1:30 pm Dave & Buster’s‐Irvine Spectrum 361 Spectrum Center Drive Irvine, CA 92618 (949) 727‐0555
Register at: RSVP by: Cost: h p://events.csmfo.org/events/links/ EYP6767 Monday, June 22, 2015 (4:00 p.m.) $30; Door cost is $40 Registra on must be made online. A er registra on, payment can be made online via credit card or oﬄine by making checks payable to CSMFO and sent to: 1215 K St., Suite 940 Sacramento, CA 95814. As a minimum a endance is guaranteed all no‐shows will be billed Upcoming Events/Announcements CSMFO CMTA June 25 ‐ Orange County Chapter mee ng April 15‐17 ‐ Annual Conference in Irvine First Empire Securi es Common Investment Policy Mistakes June 25 ‐ Orange County Chapter mee ng First Empire Securi es August 20 ‐ Orange County Chapter mee ng Common Investment Policy Mistakes MGO Annual GASB Update August 20 ‐ Orange County Chapter mee ng MGO October 22 ‐ OC mee ng ‐ Public Sector Solu ons Annual GASB Update Understanding & Renego a ng your Pension, Re ree Health & Capital October 22 ‐ OC mee ng ‐ Public Sector Solu ons Debt Liabili es Understanding & Renego a ng Liabili es December 22 ‐ Orange County Chapter mee ng December 22 ‐ Orange County Chapter mee ng Beacon Economics Beacon Economics What’s Next for the Economy? What’s Next for the Economy? For more informaƟon go to www.csmfo.org For more informaƟon go to www.cmta.org Map To Dave & Buster’s— Irvine Spectrum