Participants will be provided with an in-depth exploration of the current economic environment, a discussion of implementing proper investment strategy, a description of the various investment service providers in the marketplace, and a detailed analysis of investment compliance issues.
Statement of Accreditation Rationale:The course will focus on investments and participants will come away with solid foundational knowledge of investing public funds. Topics covered will include economic/market environment, portfolio strategy, service providers, and compliance issues. The topics will all be discussed with an end goal of informing participants on coordinating various aspects to better evaluate and manage a proper investment program.
Jason Headings holds a B.S. in Marketing and a B.S. in Finance from Miami University, Richard T. Farmer School of Business and is a Chartered Market Technician (CMT). He has over 12 years of investment experience. As Portfolio Manager of the Meeder Money Market Fund, he has been recognized with the Money Fund Intelligence Award by Crane Data in 2012 and 2013 and the “Top Manager Award” from iMoneyNet in 2011 and 2014. Each of those years the Fund ranked highest in the United States amongst all prime retail money market funds. He is an instructor at various educational seminars.