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LGIP Investor Webinar Series

LGIP Investor Webinar Series

On Demand

Watch a series of webinars to learn more about the Local Government Investment Pool, the outlook for financial markets, and other public finance topics.

Registration is free and open to all local government employees.

Webinars are available to view on demand through December 18, 2020.

Register Now!



State Treasurer Tobias Read talks with local government officials at the 2019 LGIP investor meeting.


Session

Presenter

1A: Opening Remarks

Tobias Read
State Treasurer

1B: Global Economic Review & Oregon’s Economy

Mark McMullen
Oregon State Economist
Office of Economic Analysis

2A: Chief Investment Officer Perspectives

Rex Kim
Chief Investment Officer
Oregon State Treasury

2B: OSTF Board & Review of Local Government Investment Policies

Sharon Wojda
Oregon Short Term Fund Board

3A: Oregon Short Term Fund Update

Perrin Lim
Fixed Income Investment Officer
Oregon State Treasury

3B: LGIP Operations

Client Services Group
PFM Asset Management

4A: Public Funds Law

Bryan Cruz González
Policy & Strategy Manager
Oregon State Treasury

4B: Oregon Local Government Intermediate Fund

John Lutkehaus
Fixed Income Investment Officer
Oregon State Treasury

John Bellows
Portfolio Manager
Western Asset Management Company

4C: U.S. Rates Outlook

Ian Lyngen
Head of U.S. Rates Strategy
BMO Capital Markets




PRESENTERS


John L. Bellows, Ph.D., is a Portfolio Manager with Western Asset Management Company, LLC. Prior to joining the firm in 2012, John served at the U.S. Department of the Treasury, most recently as the Acting Assistant Secretary for Economic Policy. At Western Asset, he is a member of the U.S. Broad Strategy Committee and the Global Investment Strategy Committee. John holds a bachelor’s degree in economics from Dartmouth College, where he graduated magna cum laude, and a doctorate in economics from the University of California, Berkeley. He also holds the Chartered Financial Analyst designation.


Bryan Cruz González is the Policy and Strategy Manager for Treasury’s Finance Division where he oversees statewide cash management policies, manages the division’s communications and legislative activities, and manages the Public Funds Collateralization Program. Bryan has more than 14 years’ experience with the State of Oregon and has focused his career on implementing new programs across state government. He was a national leader in administering the Hardest Hit Fund—a federally funded foreclosure prevention initiative—while serving at the Oregon Housing and Community Services Department. Bryan also served as part of Governor Kulongoski’s Economic Recovery Executive Team and helped implement a voter-backed land use initiative while at the Oregon Department of Land Conservation and Development.


Michael Kaplan is the Deputy State Treasurer for the State of Oregon. He joined Treasury as the Chief Operating Officer in December 2017. Prior to joining Treasury, Michael served as the Director of the Oregon Department of Energy. He worked in the Office of Governor Kitzhaber as Deputy Legislative Director and, before that, helped develop and lead the implementation of Oregon’s Hardest Hit Fund foreclosure prevention program. Michael also served the state as part of Governor Ted Kulongoski’s Economic Recovery Executive Team, which was responsible for implementing and monitoring the distribution of nearly $4 billion of Recovery Act funding, and as a budget analyst for the Oregon Department of Administrative Services.


Rex Kim became Treasury’s Chief Investment Officer in 2020, following four years of service on the Oregon Investment Council. Rex’s background in investments spans more than 25 years, with numerous roles in asset management and investment consulting. Before coming to Treasury, he worked at a Portland-based consulting firm where he was a senior consultant advising organizations with fiduciary decisions related to their retirement plans. Previously, Rex held positions at investment consulting firms focused on the research, selection, and portfolio management of alternative investments. Prior to his work in investment consulting, he was a trader and portfolio manager for a proprietary trading firm where he traded equity and index options and futures. A graduate of Carleton College, Rex has also served as an adjunct instructor teaching courses in finance.


Perrin Lim is the Fixed Income Investment Officer responsible for Treasury’s internally managed fixed income programs and initiatives, focusing on the Oregon Short Term Fund. Perrin joined Treasury in 2002 and has more than 30 years of fixed income investment experience. Prior to joining Treasury, Perrin worked as a portfolio manager at Fremont General Corporation in Santa Monica, California, and as a fixed income portfolio manager for Security Pacific Investment Management Company and Pacific Century Advisors, both of which were wholly owned subsidiaries of Security Pacific National Bank. Perrin is a graduate of the University of California San Diego with a bachelor’s degree in economics.


John Lutkehaus joined Treasury as a Fixed Income Investment Officer in 2020. John has more than 20 years of experience in investment management specializing in corporate credit. Prior to joining Treasury, John managed a corporate credit portfolio for a hedge fund and was the head trader for Watershed Capital, a multi-billion credit-focused fund. John has expertise in the analysis and trading of IG, HY, and distressed credit bonds and derivatives. He also has traded structured credit, convertible bonds, equity derivatives, and interest rate derivatives. John has a bachelor’s degree in mathematics from Washington University in St. Louis. He also holds the Chartered Financial Analyst designation.


Ian Lyngen is a Managing Director and Head of U.S. Rates Strategy in the BMO Capital Markets Fixed Income Strategy team. His primary focus is the U.S. Treasury market with specific interests in monetary policy and economic and technical analysis. He was ranked first in the 2018 Institutional Investor Survey’s for U.S. Rates Strategy and Technical Analysis. Ian joined BMO Capital Markets from CRT Capital Group. At CRT Capital, he was part of an award-winning strategy duo, ranking first in the Institutional Investor Survey’s U.S. Government Bond Strategy category for 13 consecutive years, first in the fixed income Technical Analysis category for seven years, and runner-up in the general Fixed-Income Strategy category for seven consecutive years. Prior to CRT Capital, Ian served as Senior Interest Rate Strategist at RBS Greenwich Capital. He earned an MBA from Yale School of Management and a bachelor’s degree in finance from the University of Minnesota. He is a Chartered Financial Analyst and member of the New York Society of Security Analysis.



Mark McMullen serves as the State Economist and director of the Oregon Office of Economic Analysis. The office provides objective forecasts of the state’s economy, tax revenue, and population to advance the goals of the Governor, the legislature, state agencies, and the public. Prior to joining OEA in the fall of 2010, McMullen served as Director of Consulting at Moody’s Analytics and was a researcher with the Congressional Budget Office. Mark was an undergraduate at Pomona College and completed his graduate work at the University of Pennsylvania.


Tobias Read was elected Oregon’s 29th State Treasurer in 2016. His priorities for the office are to facilitate strategic decisions based on long range thinking, to do business the right way, and to help Oregonians invest in ourselves. Previously, he worked in the U.S. Treasury and as a liaison between designers, engineers, and manufacturing units for Nike Inc. He served for a decade in the Oregon House of Representatives, where he championed legislation to invest in public education, improve state financial management, finance critical infrastructure improvements, and help Oregonians save for a more secure future. He earned his bachelor’s degree from Willamette University and his MBA from the Michael G. Foster School of Business at the University of Washington.


Sharon Wojda is a member of the Oregon Short Term Fund Board and Chief Financial Officer for the City of Bend. Sharon joined the city in 2004 and held a variety of analyst and management positions within the Finance Department before becoming CFO in 2014. Sharon started her career as an auditor with Arthur Andersen LLP and later worked for a regional lending institution in the Pacific Northwest. She has both undergraduate and graduate degrees in accountancy from the University of North Carolina at Wilmington. Sharon is a member of the Government Finance Officers Association (GFOA) and the Oregon GFOA and is a board member for the Pacific Northwest Chapter of Women in Public Finance.




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