tel_icon

1-800-921-1992

Avoiding The Trap Of Chasing The Highest Rates Communicating Your Investment Strategy Developing An Investment Strategy Finding Money Reducing Risk In Your Operational Fund.html The Yield Curve
Investment Philosophy
Brokerage Services Investment Advisory Services Pension Services Consulting Services
Speaking Engagements
comma
Jim Koetting is an incredible speaker, not only has he developed the Certified Public Funds Investment Management Program, and the Advanced CPFIM Program for our association, but he has received rave reviews from hundreds of attendees. His background with Toastmasters and the National Speakers Association separates him from many of the financial speaker

Lindsay Dively
Executive Director
Association of Public Treasurers of the United States and Canada.

comma
image1

About Jim Koetting


jim

Jim Koetting is the CEO and founder of Public Fund Investment Strategies in St. Charles, Missouri, and author of the book Public Fund Investing For Dummies and CPFIM program of the Association of Public Treasures of the United States and Canada. He works with public institutions to identify and expose investment risks that are often missed, implement investment strategies with reporting systems, and find hidden money in portfolios; his most appreciated service is reducing often-overlooked negative arbitrage in bond issues. Inspired by an “epidemic” of investment and portfolio management ignorance in the public sector, Mr. Koetting wrote Public Fund Investing For Dummies, introducing it in May, 2007 during the Government Financial Officers Association (GFOA) National Conference, where his booth was inundated with thousands of requests for the book. Public Fund Investing For Dummies emphasizes writing a plan, building a strategy, and finding competent help in order to maximize opportunities in a public budget as well as picking investments to match that strategy.


AT A GLANCE


  • • Over 15 years of experience in the investment business.
  • • Earned FINRA (formerly NASD) licenses, series 6,7,9,10,63, 65, and 66, including Registered Principal.
  • • Registered MSRB Advisor.
  • • Has Life, Health, Property and Casualty licenses in 43 states.
  • • Has been sought by thousands of local entities including cities, counties, public utility authorities, hospitals, and school districts through the book and the CPFIM Program.
  • • Addressed a US Congressional Committee on the Small Business and Tax Reform Act of 1997 .
  • • Addressed the Missouri legislature on the effects of financial illiteracy and the need for a mandatory high school curriculum on personal finance, an initiative later written into law.
  • • Served three years as head of the Economics Department for the Pillar Foundation developing curricula and teaching methods
  • • Has written and published a variety of financial articles on topics ranging from HSA accounts to the investment of public funds.
  • • Author of the Certified Public Fund Investment Manager Program as well as the advance program.
  • • Developed the iPhone YTM Analytics App.
  • • Volunteers Hundreds of hours each year to train teach and coach public fund officials on investing

Originally hailing from Kansas City, Jim Koetting currently resides in O’Fallon, Missouri, with his wife and two daughters. In his spare time, the Eagle Scout served on the St. Charles County Library Board, nationally recognized underwater photographer, and you might be able to catch playing lead guitar in “Get Back” a Beatles cover band in St. Louis. The greatest thing that someone ever said to Mr. Koetting was, “Gentleman, the President of the United States will be with you in a few minutes…. Jim, come on back.” The Oval Office was smaller than he imagined.