Central Valley Chapter Meeting: : Full Steam Ahead: Empowering California Public Entities with Economic Insight and Investment Resilience

Title of Session or Presentation

Full Steam Ahead: Empowering California Public Entities with Economic Insight and Investment Resilience 

Speaker

Ben Sehy, Meeder 

Description of Session(s)

As the financial landscape continues to shift with interest rate pressures, inflation dynamics, and evolving fiscal policy, California Public Entities face increasing complexity in managing public funds. This session provides a timely economic update tailored to the unique challenges and opportunities for public entities in California.
We'll begin with a focused look at key macroeconomic indicators — including growth trends, Fed policy outlook, and market signals — and explore how they impact liquidity and investment decision-making. From there, the presentation will transition to a practical, portfolio-focused discussion on building resilient public fund strategies that balance safety, liquidity, and yield.
With a train-themed lens symbolizing momentum, adaptability, and structural integrity, this session will offer tools and insights to help public entities stay on track amid volatility — moving full steam ahead toward stronger, more stable financial outcomes for their communities. 

Speaker Bio

Ben provides strategic investment guidance to public fund institutional clients, specializing in investment policy review, cash-flow modeling, optimized portfolio construction, and performance analysis. At Meeder, he leads client advisory and relationship management, partnering with public fund clients to design and implement tailored investment strategies.
With over 17 years of experience in financial services, Ben brings deep expertise in capital markets and institutional asset management. He holds an MBA from the University of Utah and a bachelor’s degree in finance.

Does this qualify for CPEs?

No

If yes, what CPE category is this? (i.e. Technical, Non-Technical)

N/A

If yes, how many?

N/A