Profiles

Ken Herdeman, CPFIM

Ken Herdeman, CPFIM
President

(262) 796-6164
kherdeman@ehlersinvest.com

As President of Ehlers Investment Partners, LLC, Ken is responsible for the Company's daily operations. Prior to joining Ehlers Investment Partners, he worked for more than 20 years in investments, banking and treasury management specializing in money market investments, cash forecasting, and debt management. Ken has implemented investment strategies that consistently met or exceeded benchmark returns. One of Ken’s greatest assets to our clients is his extensive experience and the unique insight he has gained by projecting cash flows for a diverse group of clients and situations and his success in selecting appropriate investment opportunities for each.

Areas of Expertise

Investment Management

  • Investment advisory work with municipalities, community banks, corporations and unions
  • Investment policy formulation
  • Government securities and commercial paper trading desks
  • Investment strategy formulation and implementation
  • Asset allocation

Cash Forecasting

  • Single, multiple and consolidated entity forecasts
  • Near term and long term forecasts
  • Rolling forecasts
  • Variance analysis

Treasury Management

  • Bank relationship management
  • Banking services structure
  • Domestic and global cash management process implementation
  • Treasury workstation evaluation and implementation
  • Currency hedging, interest rate swaps and futures

Debt Management

  • Capital lease and sale lease-back analysis
  • Analysis and negotiations
  • Debt covenant compliance
  • Letters and lines of credit
  • Asset securitization
  • Rating agency presentations
  • Refunding/defeasances

Certification

  • Certified Public Funds Investment Manager
  • Series 65

Professional Memberships

  • Association of Financial Professionals
  • Wisconsin Treasury Management Association

Education

  • Bachelor of Business Administration (Finance), University of Wisconsin-Milwaukee
  • National School of Bank Investments, University of Colorado

Ehlers Investment Partners

  • Locations

N21W23350 Ridgeview Parkway West, Suite 100
Waukesha WI 53188-1015
Toll Free: (800) 717-9742


3060 Centre Pointe Drive
Roseville MN 55113-1122
Toll Free: (800) 717-9742

  • Registered investment adviser with the Securities and Exchange Commission (SEC)
  • Wholly-owned Subsidiary of Ehlers Companies
  • Affiliated with Ehlers & Associates and Bond Trust Services Corporation
  • Registered January 12, 2009