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The only true wisdom is knowing you know nothing - Socrates

 

Be wise and allow our 2017 RMAFP Summit presenters add to your professional development wisdom. If you haven’t already, sign up now to attend the May 18, 2017 RMAFP Summit at the Grand Hyatt Hotel, Pinnacle Club in Denver. Below you will find information from the Track B, Investment presenters who were asked provide insight on their session, Track A, Global Treasury insights can be found here.

 

Track B, Investments

 

Session: The Post-MMF Reform Treasury Investment Environment: Alternative Investments and Best Practices, 9 a.m.

Speaker: Jason Owen, VP Business Development | Institutional Cash Distributors (ICD)

Why should we attend your session over another option?               

Our presentation will close with new post-reform Best Practices – featuring Research, Compliance, Uniform Trading Protocol, Automated Settlement, Integration and Exposure Analytics.

 

Session: Managing Cash Investments Internally – A Case Study, 11 a.m.

Speaker(s) : Anne Tell, Senior Director-Global Treasury | Level 3 Communications

Matthew Flynn, Senior Director- Assistant Treasurer | Level 3 Communications

Why should we attend your session over another option?               

CYA – figure out how to create a principle-based investment program so you get [a big bonus]/[not fired]/[show off your smarts]/[be ready for any liquidity scenario]

 

Session: Where Do We Go From Here? Liquidity Management in a Post Reform Environment, 2 p.m.

Speaker(s) : Varun Kapoor, Vice President, Liquidity Solutions | Goldman Sachs

Dan Wilson, Treasurer, Chief Investment Officer and Associate Vice President for Budget and Finance  | University of Colorado Treasurer’s Office

What can you share that attendees might want to know about your session?

We are going on a journey of managing disruption from regulation, a rising interest rate, environment and internal lobbying. Varun and Dan will guide you through best practices that cover an effective cash investment strategy, implementing changes to your investment policy, enabling technology and managing risk.

 

We have already profiled Track A, Global Treasury and now Track B, Investments; our next feature will be on Track C, Payments with Track D, Risk Management to follow. If you haven’t already, sign up now or invite a friend to attend the May 18, 2017 RMAFP Summit at the Grand Hyatt Hotel, Pinnacle Club in Denver. See you there! 

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SEEKING VOLUNTEERS! 

We need volunteers for the day of the Rocky Mountain Summit- to help check in attendees or introduce speakers. We are also interested in college students who would like to support us throughout the day and especially in our sessions! 

Write us for more information. 

NEXT YEAR COMMITTEES FORMING

Our new fiscal year is about to start on June 1st and we will be forming committees during the summer. Get your name on our volunteer "prospect" list so that we can reach out to you this summer.....by writing us to let us know of your interest. 

 

 

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5/17/2017 » 5/18/2017
2017 Rocky Mountain Summit

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