 Jim Koetting is the CEO and founder of Public Fund Investment Strategies (formerly Reserve Fund Management) in St. Charles, Missouri, and author of the book Public Fund Investing For Dummies. He 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 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
- Founded his business in 1992
- Over 10 years of experience in the securities business
- Studied economics at the University of Missouri, Columbia
- Earned FINRA (formerly NASD) registrations, series 6,7,9,10,63, 65, and 66, including Registered Principle and Registered Investment Advisor
- Has Life, Health, Property and Casualty licenses in all 50 states
- Has been sought by thousands of local entities including cities, counties, public utility authorities, hospitals, and school districts through the book
- Helped uncover millions of dollars for cities and counties
- 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
- Member of the Government Financial Officers Association and the Association of Public Treasurers of the US and Canada
- 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
Originally hailing from Kansas City, Jim Koetting currently resides in O’Fallon, Missouri, with his wife and two daughters. In his spare time, the former Eagle Scout served on the St. Charles County Library Board, races in triathlons, and plays lead guitar in the rock-and-roll band “10 feet Deep.” 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.
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