CalTRUST Shareholder Summits


As CalTRUST expands its services to shareholders, we are excited to introduce our first Shareholder Summits! These free  half-day events will be open to both existing shareholders as well as any public agency who does not already invest with CalTRUST.  In addition to a top quality education program, lunch will also be provided.
Each summit will be headlined by BlackRock and key topics will include: 
  • Economic Update & Forecast 
  • Deep Dive into CalTRUST Funds and Positioning
  • Discussion of Govt Code 53601 
  • Overview of the shift from LIBOR to SOFR 
  • ESG Investing Strategies 
  • Best Practices in Cash Management

TWO Convenient Dates/Locations:

Southern California (Riverside County)
Date:  Tuesday, October 29, 2019
Time:  10:00am - 2:30pm 
Location: Crestmore Manor, 4600 Crestmore Rd, Jurupa Valley, CA 92509

Northern California (Sacramento County)
Date:  Wednesday, October 30, 2019
Time:  10:00am - 2:30pm 
Location: Citizen Hotel, 926 J Street, Sacramento, CA 95814

Thank you to BlackRock for providing CalTRUST investment management services and education programs!
CalTRUST is proud to be endorsed by the California Special Districts Association, the CSAC Finance Corporation, and the League of California Cities.