South Metro Chapter Luncheon - Investing in a Rising Rate Environment

Event Details


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Time 11:30am
Location Ottimo’s Ristorante
16111 S LaGrange Rd
Orland ParkIL 

Map and directions
Delivery Method In Person
Field of Study Finance - Technical
NASBA CPE Earn 1.00 CPE Hours
Contact Mike Wolf

Event Cost

Event Description

How should our investment strategy change in a rising rate environment? Higher interest rates represent an opportunity for public entities to generate greater interest income for their communities. But with interest rates having been so low for so long, rising market rates are unfamiliar and can present risks. This session will review current economic and market conditions and offer strategies to meet your investment goals.

Learning Objectives: Participants completing this session will be able to:
1. Acquire an understanding of the current economic and market conditions
2. Learn how investment planning can help reduce risks 
3. Gain insight into various investment strategies.

Brian Hextell, Senior Vice President, Institutional Portfolio Manager, Prudent Man Advisors, Inc./ PMA Financial Network
Erik Stoltz, Institutional Investment Sales Manager, PMA Financial Network

Intended Audience: Finance Professionals
Delivery method: Group Live
Program Level: Overview
Prerequisites: No prerequisites required 
Advanced Preparation: No advanced preparation required
Field of Study: Finance - Technical
Earn about 1.00 CPE credit

Registration & Cancellation Policy

Registrations are accepted on a first-in, first registered basis.  Payments by check should be mailed in advance or made at time of registration by credit card. 

IGFOA Members are those Public Sector and Partner or Associate individuals specifically listed in the IGFOA Membership Application or Renewal. IGFOA Government non-member rate applies to staff, appointed officials, and elected officials of a government with a current IGFOA membership. If you have questions about your membership, contact IGFOA at 630-942-6587. The IGFOA reserves the right to apply the non-member fee to any individual or government that has not paid dues for the current year.

If you are unable to attend, please contact IGFOA at 630-942-6587 or as soon as possible.  A $10 cancellation fee will be charged for cancellations up to September 29, 2018. Cancellations after September 29, 2018 and no-shows are responsible for the full tuition.

IGFOA reserves the right to modify the agenda, cancel the event due to low enrollment, or to close registration if full.  Should IGFOA cancel an event, cancellation notice will be sent to the email address provided by each registrant and prominently posted at the IGFOA website page announcing the event. By submitting this registration, the applicant agrees to the registration and cancellation policy above.

Approved by the National Registry of CPE Sponsors

CPE SponsorsCPE Registry Illinois Government Finance Officers Association (IGFOA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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