Event Details

Join us to learn more about:

  • The purpose and importance of investment policy statements.
  • Investment policy templates.
  • FDIC Insurance and FDIC Insured accounts.
  • Differences between bank accounts and investment brokerage accounts.
  • Allowable or "most commonly used" investments.
  • Components of different investment types (terms, taxation on interest, etc.)
  • Investment strategy techniques utilizing association cash flow forecasts.
  • Tips for finding the right financial consultant for your association.
  • Current economic forecast and how it applies to your association's funds.


Speakers

  • Genae Affrunti (Comerica Securities, Inc.)

    Genae Affrunti

    Comerica Securities, Inc.

  • Richard Williamson (San Lorenzo Community Homeowners Association, Covington Community Homeowners Association & Stadium Lofts Community Association)

    Richard Williamson

    San Lorenzo Community Homeowners Association, Covington Community Homeowners Association & Stadium Lofts Community Association

Documents

CIE Bonus - Investments fillable.pdfdownload

Tickets

Attendee
Member Price Free
Standard Price $25

Venue

CAI-Orange County Chapter Office

1971 E. 4th St., Ste. 280
Santa Ana, CA

If you have any questions please contact Brandon Nguyen

Contact Organizer

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