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Home > News > News Articles > 2020 > February > CalTRUST Offers Spring Shareholder Summits March 25 in Orange County and March 26 in Berkeley
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CalTRUST Offers Spring Shareholder Summits March 25 in Orange County and March 26 in Berkeley

February 26, 2020
CalTRUST, a joint powers authority co-sponsored by the League, will host a free event in both Northern and Southern California to provide valuable educational programs to existing shareholders and any California public agency interested in investing with CalTRUST.
 
BlackRock will lead each free informative summit and key topics will include: 
  • Economic update and forecast 
  • Deep dive into CalTRUST funds and positioning
  • Investment Instruments 101 (ABS, ESG/SRI, and more) 
  • Risk management  
  • Rating agencies and LGIPS
  • Legislative discussion (tentative)   
Southern California (Orange County) 
Date: Wednesday, March 25
Time: 9:30 a.m.-2:30 p.m.
Location: Yorba Linda Water District, 1717 E Miraloma Avenue, Placentia
Register online

Northern California (Alameda County)
Date: Thursday, March 26
Time: 9:30 a.m.-2:30 p.m. 
Location: Brazilian Room in Tilden Park, Wildcat Canyon at Shasta Road, Berkeley 
Register online
 
CalTRUST is a joint powers authority, governed by a Board of Trustees made up of experienced local agency treasurers and investment officers that provides a convenient method for public agencies to pool their assets for investment purposes. CalTRUST offers five account options – Liquidity Fund, Short-Term Fund, Medium-Term Fund, ESG Money Market Fund, and Government Fund.


 
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