California Debt and Investment Advisory Commission

Seminar Description

Public Funds Investing Workshop: Using MS Excel
August 23, 24, 2017
Lionel J. Wilson Building
Oakland, California

This one-day workshop is offered on two consecutive days. Register for one of the two options offered. Class size is limited to 20 participants per day. Bring your own laptop or tablet with MS Excel.

This one-day workshop uses Microsoft Excel to further participants’ understanding of key investment concepts. Participants will engage in interactive learning using their own laptops or tablets and spreadsheets to familiarize themselves with the relationship between yield, duration and convexity. The workshop will conclude with an exercise on benchmarking. PARTICIPANTS WILL LEAVE THIS WORKSHOP WITH TOOLS - EXCEL SPREADSHEETS - TO UTILIZE.