Certified Public Funds Investment Manager (CPFIM)
Jim Koetting, President, PFI Strategies


Jim Koetting is a nationally known author on the subject of public fund investing.  With his technical expertise of video presentation, he has built the entire program on Keynote (which is like powerpoint on steroids).   Each slide is done in 1080p (a very high resolution) and is filled with animation.   Mr. Koetting has an edge when it comes to presenting complex financial materials, while keeping the interest of the audience. His experience in Toastmasters, and his past membership in the National Speakers Association, makes him a very effective communicator.   

The CPFIM program has adopted the investment philosophy of Jim Koetting’s book, “Public Fund Investing For Dummies”.   Mr Koetting works with public institutions to minimize 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.   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.



Web Hosting Companies