Legislation Details

File #: 21-3289   
Type: Orange County Transportation Authority Item Status: No Action Taken
File created: 2/25/2021 In control: Finance and Administration Committee
On agenda: 3/10/2021 Final action: 3/10/2021
Title: Investment Management Presentation
Sponsors: Robert Davis, Andrew Oftelie
Attachments: 1. PowerPoint
Date Action ByActionResultAction DetailsMeeting DetailsVideo/Audio
No records to display.

Title

Investment Management Presentation

 

Overview

PFM Asset Management. LLC is one of four firms Orange County Transportation Authority contracts with to actively manage the Short-term Investment Portfolio. Sarah Meacham, Richard Babbe, and Ken Schiebel from PFM Asset Management, LLC will present an introduction to their firm and provide commentary on economic trends, the fixed-income market, and Orange County Transportation Authority’s portfolio.