Regulatory Update: The Municipal Advisory Rules and Their Effect on Public Investments, Webinar, June 23, 2014

The Municipal Advisory (MA) Rules became effective July 1, 2014. This webinar focuses on the MA Rules and their implications for treasury management and the investment of bond proceeds. It also addresses the issues related to investment advice provided by broker-dealers, the MA Rules’ exemptions and exclusions that apply to broker-dealers selling and managing public investments, and the application of the rule to the management of pooled investments.

Upon registering, you will receive a confirmation email that will include an alphanumeric key and a link enabling access to the video.

The transcript and other related materials are posted on CDIAC's website at http://www.treasurer.ca.gov/cdiac/seminars_14.asp.


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