California Municipal Treasurers Association Annual Conference 2018 | California Municipal Treasurer's Association | 25 April 2018 | Marriott Oakland City Center, 1001 Broadway Oakland, California 94607, United States

These representatives from California public agencies look forward to professional education, discussion of current events, and learning about new products and services to better serve their organizations. The 59th Annual Conference is an excellent opportunity for you to meet and speak with these key decision-makers and find out how your company can best meet their needs. We have taken into consideration the valuable feedback our exhibitors and sponsors provided about last year’s annual conference and will further improve vendor experience by increasing the number and quality of interaction opportunities.

We have also added and expanded on the sponsorship opportunities so you now have more choices to select from and find an opportunity that best fits your company’s goals. Last but not least, in an effort to increase government attendee participation, CMTA will be offering a low Early Bird rate of $299 to all Government Members who sign up before February 16th. Please take a look at the Sponsor Levels on Page 4-5 and see which level is best for you! CMTA’s mission is to lead in promoting and enhancing the fiduciary responsibility and integrity of individuals responsible for public funds. Your support helps defray costs, thereby making the conference affordable for CMTA’s public members. We greatly appreciate your contribution to our annual event and look forward to seeing you in Oakland!

2018 Speakers

KEYNOTES:

Tim Schaefer
Deputy Treasurer for Public Finance for California State Treasurer’s Office 

Robert Morgester
Senior Assistant Attorney General, Office of the Attorney General, State of California

SPEAKERS:

Martin Cassell
Chief Executive Officer & Chief Investment Officer, Chandler Asset Management 

Carlos Oblites
Senior Vice President & Portfolio Strategist, Chandler Asset Management 

Katherine Yuen
Certified Publice Accountant, Maze & Associates 

Eileen Roberts
Executive Director, J.P. Morgan 

David Chesney
Managing Director – Senior Portfolio Manager, Blackrock 

Rick Phillips
President, Ftn Main Street Advisors 

Kevin Webb
Director, Cantor Fitzgerald

Lindsey Piegza,
Chief Economist, Managing Director, Stifel, Nicolaus & Company, Inc. 

Jeff Probst
Vice President, Portfolio Manager, Chandler Asset Management 

Jonathan Hyman
Director, Fixed Income Strategist, Stifel, Nicolaus & Company, Inc. 

Michael Solorza
Director of Administrative Services, City of Pico Rivera 

Kerry J. Worgan
Supervising Pension Actuary, CalPers

Dan Matusiewicz
Ccmt, Cfip, Finance Director, Treasurer, City of Newport Beach  

Jasmine Nachtigall‐Fournier
Co‐Founder & President, GovInvest Inc. 

Michael Busch
Chief Executive Officer, Urban Futures Inc. 

Fiona Ma
Certified Public Accountant, Member, California State Board of Equalization

Margaret O'Brien
Revenue and Tax Administrator for the City of Oakland 

Dave McPherson
Cannabis Compliance Director for the Hdl Companies

Susan Munson
Managing Director/Senior Portfolio Advisor, Government Portfolio Advisors

Hubert White, III
Investment Officer / Assistant Portfolio Manager, City and County of San Francisco

Douglas C. Robinson
Principal, Rcm Robinson Capital Management

Peter Becker
Vice president, Time Value Investments 

Chris Bateman
Institutional Investments, Time Value Investments 

Jason Klinghoffer
Director, Debt Capital Markets, Mischler Financial Group 

David Witthohn
Senior Portfolio Manager, Insight Investment 

Garret Sloan
Director, Fixed Income Market Strategy, Wells Fargo 

Chris Ahrens
Senior Financial Strategist, First Empire Securities 

Dan Matusiewicz
Finance Director & Treasurer, City of Newport Beach 

Terry McCall
Principal, Portfolio Services for Government 

Dan Matusiewicz
Ccmt, Cfip, Finance Director & Treasurer, City of Newport Beach 

Connie Mobley‐Ritter
Ctp, Mba, Director of Treasury, San Mateo County Transit District 

Deanne Woodring
Co‐Founder & President, Government Portfolio Advisors

Michael Solorza
Director of Administrative Services, City of Pico Rivera

Craig Dismuke
Chief Economist, Vining Sparks 

David Carr
Assistant City Treasurer, City of Santa Monica 

Damien Charléty
Investment Administrator, East Bay Municipal Utility District 

Jessica J. Huang
Director, BlackRock

Paul Rosenstiel
Special Advisor, Alameda County Treasurer  

Christopher Breckon
Vice President, Msci

MODERATORS:

Greg Whipple
Enterprise Account Executive, Clearwater Analytics 

Pauline Marx
Retired, City and County of San Francisco