AGENDA 

8:00 – 8:30 Registration/Continental Breakfast

8:30 – 10:10 “Outlook on Global Equities and Fixed Income”  - Marc Bushallow, Greg Holden, Manning & Napier

10:10 – 10:20 Break

10:20 – 12:00 “Update on Best Practices in Investments”   - Jeff Larson,  Larson Consulting

12:00 – 1:00 Lunch (to be provided)

1:00 – 2:40 “Mark to Market - The Impact of Interest Rate Changes for Duration Based Fixed Investment Portfolio Strategies"   - John Grady, Managing Director, Public Trust Advisors

2:40 – 2:50 Break

2:50 – 4:30 "Interest Rates, Tax Reform and the Impact on Local Governments”  - David Jang, Water Walker Investments