Investing District Funds in Today’s Challenging Times (CPIM approved)
Recorded On: 05/04/2020
- Registration Closed
The discussion will focus on the many factors influencing investment decisions for district treasurers during this economic crisis. Real life experiences will be the foundation of the session offering practical solutions on investing district funds.
The course content is designed to educate school district treasurers in the fundamentals of investing funds under the Ohio Revised Code. The course is structured to provide knowledge on how to build a successful investment program, regardless of the years in the school finance profession or amount/size of district funds available to invest.
RedTree Investment Management (“RedTree”) is an investment advisor registered under the Investment Advisors Act of 1940. Registration as an investment advisor does not imply any level of skill or training. The information is current as of the date this presentation and is subject to change at any time, based on market and other conditions. Although taken from publicly available reliable sources, RedTree cannot guarantee the accuracy of information received from third parties. There is no guarantee that these objectives will be achieved.
This presentation is a general communication and educational in nature. This presentation is for informational purposes only and is not designed to be a recommendation of any specific investment product, strategy, plan design or for any other purpose. By providing this presentation, none of RedTree or its employees has the responsibility or authority to provide or has provided impartial investment advice. This presentation does not suggest taking or refraining from any course of action. In addition, this presentation should not be viewed as an investment recommendation because it is provided as part of the general marketing and advertising of RedTree.
The mention of specific securities and sectors illustrates the application of our investment approach only and is not to be considered a recommendation by RedTree. The specific securities identified and described above do not represent all of the securities purchased and sold for the portfolio, and it should not be assumed that investment in these securities were or will be profitable. There is no assurance that the securities purchased remain in the portfolio or that securities sold have not been repurchased.
The opinions expressed herein are those of RedTree and may not actually come to pass. Past performance does not guarantee future results.
Ryan Nelson
Managing Principal & Portfolio Manager, RedTree Investment Group
Ryan is a Co-Founder and Portfolio Manager at RedTree Investment Group. He has over 25 years of investment experience in the fixed income markets. Specifically, over the past 19 years, Ryan has been assisting public entities and other agencies with their fixed income investment needs. At RedTree, he is responsible for overseeing the firm’s investment process along with communication of the unique investment strategies for the firm’s clients.
Ryan obtained his undergraduate degree in Accounting from the University of Kentucky and his MBA in Finance from Xavier University. He has received the Chartered Financial Analyst designation and is a current member of the CFA Institute. He currently serves on the Ohio GFOA Board and is on their Education Committee.
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