Announcements

CSAFE Day at the Rockies - May 9th


By CSAFE- April 10, 2018

CSAFE is sponsoring a Day at the Rockies on May 9th for an afternoon game and lunch at the Rooftop Cabana at 11:30. Rockies are playing the California Angels at 12:10.  We have 40 complimentary tickets, so please confirm your reservation as soon as possible to Bob Krug at marketing@csafe.org or call 303-316-5135  

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Fitch Rating on Colorado Core


By CSAFE - March 20, 2018

CSAFE is pleased to announce its FITCH Rating on Colorado Core, soon to be launched to all Particpants in April. Please click here to review the press release. 
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CSAFE Rockies Event May 9th


CSAFE - March 20, 2018

CSAFE Rockies Event Save the Date, May 9th Noon to 4:30,  more details to follow soon!
 
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Fixed Income Academy Event 4/13


CSAFE - March 12, 2018

Fixed Income Academy event to be held April 13th, contact Tracy Sanchez tsanchez@fixedincomeacademy.com  for registration and agenda information.

Applying Prudent Investment Principles    
 
Can you...
  • Identify prudent practices designed to enhance oversight and outcomes for different roles within your investment organization?
  • Consider the benefits of segmenting cash balances into different risk buckets based on expected holding period and operating needs?
  • Evaluate the pros and cons of measuring bond portfolio risk and return against an appropriate market benchmark?
  • Analyze the risk/reward tradeoff in different market environments and recognize the opportunity costs of minimizing risk?
  • Understand the economic drivers of bond yields and benefits of being a ‘hands on’ investor?

Join us on April 13th in Brighton, CO at the 2nd Annual Prudent Investor Workshop to increase your knowledge and enhance your investment skills. 
 
Click her for details and registration.
 
As always, if you have any questions, please don't hesitate to ask.


Tracy Sanchez
Operations and Compliance Manager, Fixed Income Academy
www.fixedincomeacademy.com
800-243-5097
tsanchez@fixedincomeacademy.com
 
 
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Educational Session


By CSAFE - February 23, 2018

CSAFE invites you to an educational session on public fund investing.  This is an opportunity for you and your staff to revisit your investment policy, cash forecasting/asset allocation and improving portfolio return-- presented by CSAFE’s investment advisory team, the Zephyr Group at Morgan Stanley.

The portfolio managers will also present Colorado Core, a new LGIP in the CSAFE Trust family and will be on hand to compare and contrast LGIP offerings, ratings, and compare characteristics at one of the following meeting places from 10:00am-12:00pm:

       April 12th  at Denver Water Administration Building, 1600 W. 12th Ave, Denver, 80254, Aneta Rettig and Brenden Morgan (RTD) co-hosts. 10:00am-12:00pm.

 CSAFE will be offering 2 CPE credits for attending and lunch is provided too.

 We hope you can join us and look forward to connecting with you.  

 Please RSVP to: marketing@csafe.org  as soon as possible or call 303-316-5135 as space is limited.

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