Advancing Individuals and Communities Through Innovative Financial Solutions
HilltopSecurities is a unique blend of financial strength, deep industry knowledge, and years of experience. But that’s only part of the story.
Our firm was born out of the fusion of two respected and successful firms with complementary business lines: First Southwest Company, a broker-dealer founded in 1946 and known for its municipal advisory practice, and Southwest Securities Inc., a full-service broker-dealer since 1972.
As part of Hilltop Holdings, a well-capitalized and publicly traded parent company, we’re backed by a strong and diverse financial services enterprise. One that’s focused on moving our clients forward. Nothing better represents this than our iconic buffalo mascot, “Mo,” a symbol for our collective strength, unified force, and the unstoppable momentum of an advancing herd.
Public Funds Investment Training Webinar
Friday, July 24, 2026
8:30 AM – 2:00 PM CT
Managing public funds in the current financial landscape remains a key challenge for local government investors. HilltopSecurities Asset Management has partnered with the North Central Texas Council of Governments Training and Development Institute to host a webinar series on investment and economic topics and best practices for treasury and investment professionals. Our investment webinar will include presentations from HilltopSecurities Asset Management’s Scott McIntyre and Greg Warner, Co-Heads of Investment Management and Matt Harris, Senior Portfolio Advisor.
This session will include discussion on the following topics:
Words of Wall Street – deciphering Wall Street jargon into useful information
Investing for Public Entities 101 and 102 – legislative requirements and best practices
Reporting by the Numbers – discuss reporting requirements, benchmarking, and graphs
Internet Resources – where to find important economic and financial data
Training Credits:
This seminar is designed to provide the following training credits if attended in its entirety:
Texas Public Funds Investment Act training: 5 hours
CPE Credits: 5 Technical Business CPE credits
Prerequisites: None
Advance Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Cost: This seminar is free of charge