Two-for-One Hot Topics Webinar:
“Economic Update and Investing Funds as Rates Rise”
“Latest Trends in Public Finance and Debt Management”
This webinar will provide an overview of various investment vehicles, as well as financing options available to Ohio public entities. This will give attendees the information they need to help make informed decisions with how to invest and issue funds.
| Course Name | Speaker(s) | Hours Available | |
|---|---|---|---|
| Two-For-One Hot Topics Webinar | Ryan K. Nelson, CFA, Co-Founder/ Portfolio Manager, RedTree Investment Group, Brian Cooper, Director, Baketilly Municipal Advisors | 1.5 | View |
This course will provide an overview of various investment vehicles as well as financing options available to Ohio public entities. This will give attendees the information they need to help make informed decisions with how to invest and issue funds.
[email protected]
4016 Allston Street
Suite 4
Cincinnati, OH 45209
Phone: (513) 758-8494
Ryan has over 25 years of experience in the investment industry with extensive knowledge concerning fixed income markets. For the last 18 years, he has specialized in assisting public entities and other agencies with their fixed income needs. Ryan leads business development at RedTree and oversees the firm’s investment process. His dedication to delivering unmatched service is evident by the many long-standing client relationships he maintains.
Prior Experience
• Baird Public Investment Advisors, Director and Portfolio Manager
• Seasongood Asset Management, LLC, Chief Investment Officer
• Fort Washington Investment Advisors, Inc., Fixed Income Portfolio Manager
Speaking Engagements
Ryan speaks regularly at professional development and continuing education training events, including those offered by the Ohio Treasury’s Center for Public Investment Management (CPIM). He is a sought-after speaker on financial topics and frequently presents to industry groups across the midwestern U.S. Ryan’s speaking topics include: Economic outlook, Interest rates, Ohio Revised Code (ORC) Chapter 135 Allowable Investments, and The Federal Reserve.
Education
Master of Business Administration, Xavier University
Bachelor of Science in Accounting, University of Kentucky
Certifications
Chartered Finance Analyst (CFA)
Series 7, 24, 65 (inactive)
[email protected]
175 South Third Street
Suite 1250
Columbus, OH 43215
Phone: (614) 987-1681
Brian Cooper concentrates on general obligation, income tax revenue, non-tax revenue and special revenue bonds. Since 2003, Cooper has worked on 120 distinct project financings in Ohio representing over $2.75 billion in financed projects for municipal finance, economic development, utilities and infrastructure. Cooper graduated from the Ohio State University in 2001 and is a municipal advisor registered with the Securities and Exchange Commission (SEC) and with the Municipal Securities Rulemaking Board (MSRB).
He has been a presenter at the Council of Development Finance Agencies’ national conference and serves as their muni bond advisor for both beginner and advanced bond courses and has also presented at the annual conferences for the Ohio Economic Development Association, the Ohio Government Finance Officers Association and is a guest lecturer at the Ohio State University.
Cooper joined Umbaugh in 2015 when his practice, ACI Advisors, LLC, merged with Umbaugh. He is based in Umbaugh’s Columbus, Ohio, office and lives in Worthington, Ohio with his wife Patty and their three boys, Alex, Calvin and Ivan.
