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Kevin Schultze, Director, Stone & Youngberg Portfolio Strategy Group (Photo: Business Wire)

SAN FRANCISCO--(BUSINESS WIRE)--Stone & Youngberg, a leading financial services firm, today announced that Kevin Schultze, director of the firm’s Portfolio Strategy Group, will speak at the annual conference of the California Municipal Treasurers Association (C.M.T.A.).

C.M.T.A. is an independent professional association of public treasurers founded in 1959, dedicated to promoting professional standards of public treasurers while encouraging fellowship among its members. This year’s 49^th annual conference will feature Bill Lockyer, state treasurer, and John Chiang, state controller, as keynotes. The theme for this year’s conference, “Rising to the Top,” represents C.M.T.A.’s commitment to helping its members achieve excellence in treasury management. More than 275 attendees are expected at this year’s conference, to be held in San Francisco at the Parc 55 Hotel, April 22 – 26.

Stone & Youngberg’s Schultze will host a conference session on the topic of synchronizing portfolio cash flow through planned expenditures and revenues.

“In my discussion I will demonstrate how better cash flow management can result in higher returns and less vulnerability to unplanned changes in revenues and expenditures,” says Schultze.

As director of the Portfolio Strategy Group at Stone & Youngberg, Schultze is responsible for researching and developing fixed income investment strategies for the firm’s institutional and select individual fixed income customers. His approach is “client-centric,” incorporating an understanding of the operating position, risk profile, and policy constraints of each client with the efficient market execution of a particular strategy. In providing strategy-based services and recommendations, he uses a wide range of sophisticated, state-of-the-art financial models as well as comprehensive portfolio analytics. Schultze brings more than 20 years of experience in fixed income portfolio management to Stone & Youngberg. He holds a B.A. in Economics from the University of Maryland and an M.A. in Economics from the University of South Florida.

Stone & Youngberg, founded in 1931, is one of the oldest private investment banks operating on Wall Street. The firm is a national leader in municipal bond underwriting: Stone & Youngberg lead or co-managed the sale of 214 municipal bond issues totaling $4.7 billion in 2007¹. Stone & Youngberg offers underwriting, advisory, and investment services across the country to state and local governments, non-profit organizations, and institutional and private investor clients through its offices in San Francisco, Los Angeles, San Diego, and Big Bear Lake, CA, and in New York, Chicago, Phoenix, Richmond, VA, and Annapolis, MD.

For more information on Stone & Youngberg, visit www.syllc.com.

About Stone & Youngberg: Stone & Youngberg Holdings LLC is a financial services company providing a range of products and services through three subsidiary businesses. Stone & Youngberg LLC, founded in 1931 and member FINRA/SIPC, specializes in the origination and sale of fixed-income securities. The firm led or co-managed the sale of 214 municipal bond issues totaling $4.7 billion in 2007.¹ In addition to bond underwriting and sales, Stone & Youngberg provides investment services to individuals, institutions, and government agencies and offers a wide variety of tax-exempt and taxable securities. S&Y Asset Management LLC is Stone & Youngberg’s wealth management company and develops investment portfolios and products tailored to affluent individuals. S&Y Capital Group LLC is a private real estate investment, development, and consulting company.

Stone & Youngberg is headquartered in San Francisco with offices in Los Angeles, San Diego, New York, Chicago, Phoenix, Richmond, VA, Annapolis, MD, and Big Bear Lake, CA. Additional information is available at www.syllc.com or by calling 800-447-8663.

¹ Source: Thomson Financial 2008.