August 6, 2024
This presentation will uncover the various investment providers available to Ohio public entities and the details and expectations of the different provider types. Examples of the different relationships, including communication, deliverables, and basic relationship structures will be reviewed.
Learning Objectives
1. Discover the various investment provider options.
2. How to have a successful investment program with your investment provider.
3. Different deliverables and investment provider relationship nuances.
Presenters
Joe Violand, CFA, FRM, Portfolio Manager
Joe is a seasoned professional in the investment industry, boasting extensive expertise in both equity and fixed-income markets. Over the years, he has dedicated a significant portion of his career to working with fixed-income products and portfolios. Joe is renowned for his meticulous and detail-oriented approach to portfolio management. His skill set encompasses the development of robust investment strategies, adept risk management, and in-depth portfolio analysis.
Ryan Nelson, CFA, Co-Founder and Portfolio Manager
With an extensive career spanning over 28 years in the investment industry, Ryan is a seasoned professional with a wealth of knowledge, particularly in fixed income markets. Over the last two decades, he has carved a niche for himself by specializing in providing tailored solutions to public entities and various agencies for their fixed income needs. As a pivotal figure at RedTree, Ryan assumes a leadership role in business development, steering the firm's investment process with finesse.
Contact: Kevin O'Conner
Email: education.coaga@gmail.com
September 10, 2024
This course will consist of a Central Ohio AGA Webinar - AOS Common Findings. (projected 1.5 CPEs)
Presenter: Ashley Perry, Ohio Auditor of State's Office
Contact: Kevin O'Conner
Email: education.coaga@gmail.com
December 3, 2024
This course will consist of a Central Ohio AGA Webinar - Ohio OIG will present a fraud case study. (projected 1.5 CPEs)
Presenter: Additional information coming soon.
Contact: Kevin O'Conner
Email: education.coaga@gmail.com