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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 10:00 am-noon:

 ·       February 21st at the Jefferson County Administration Building in Golden, Quad Room 1st level, Tim Kauffman and Jeff Hansen (City of Golden) co-hosts

·       March 7th at the Douglas County Administration Building in Castle Rock, Rooms A&B, main entrance, Diane Holbert & Sue Sandstrom (Arapahoe County) co-hosts

·       March 9th at the City of Loveland Library on 300 N. Adams, Loveland in the Gertrude Scott Room, main entrance, Alan Krcmarik Host

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

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

 We hope you can join us for one of these educational sessions and look forward to connecting with you and our communities.  

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