sponsored jointly by Fidelity Investments and Hasbro, Inc.
9:30 - 10:00
Registration
10:00 -11:00
Viewing Liquidity Through a New Lens
11:00 -12:00
Cyber Security
12:00 - 1:00
Lunch and Introduction to New England AFP
1:00 - 2:00
Navigating FX Risk in the BRIC (Brazil, Russia, India, China) Countries
Viewing Liquidity Through a New Lens
presented by Kerry Pope, Fidelity Investments
Kerry Pope, Institutional Portfolio Manager at Fidelity Investments, will provide corporate treasurers and cash managers insights on the new reality, and offer rationale and strategies for transitioning to a total rate of return world. New bank rules, money fund regulations and rising interest rates will affect the way institutional investors manage liquidity. During this presentation, Kerry will provide a detailed overview of the Federal Reserve and SEC regulatory changes and market forces driving the flow of liquid investments and the resulting impact on interest rate spreads. Understanding the impact of these changes will be critical in navigating the dynamic market environment.
Kerry will also instruct investors on how to utilize the SEC required disclosures and additional data to make better decisions in the purchase and sale of prime money market funds. Prime money market funds are not all created equally and investors should fully understand the risk and return takeoffs. Armed with new data and an enhanced understanding, investors will never again simply select the high yielding prime money market fund. Kerry will overview how select strategic liquidity alternatives may be effectively utilized in a total rate of return environment to further limit risks while enhancing returns. Utilizing real world examples to visualize the risk and return dynamics associated with new strategic liquidity alternatives will assist in educating investors how best to utilize these new instruments.
Cyber Security
presented by Michael West, Fidelity Investments
Michael West, Fidelity’s Vice President of Cyber Investigations, will discuss the cyber events occurring in the news and the different tiers of cyber-crime. He will explore the evolution of cyber-crime and the role of organized crime and provide best practices for personal cyber protection.
How to read the news related to Cyber Security
A 25 Year timeline of Cyber Crime
Malware 101
Personal Security
Trends/Current Technology Issues
Industry Collaboration
Navigating FX Risk in the BRIC (Brazil, Russia, India, China) Countries
presented by John Taxiarchos, CTP, Hasbro Inc.
John Taxiarchos, Director of Capital Markets at Hasbro, will discuss preparing a plan to mitigate risk in emerging markets that have extreme currency volatility and political or economic event risk.
Members: No Charge Non-Members: $35.
Approved for up to 3.6 CTP/CCM recertification credits by the Association for Financial Professionals
Approved for up to 3.6 FP&A recertification credits by the Association for Financial Professionals
About the Speakers:
Kerry Pope, Fidelity Investments
Kerry Pope is an institutional portfolio manager in the Fixed Income division at Fidelity Management & Research Company (FMRCo), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries. In this role, he provides strategy and communications to business partners regarding the management of Fidelity Institutional Asset Management’sSM Liquidity Management Solutions. Prior to joining the firm in 2011, Mr. Pope was a senior vice president of liability management at State Street Corporation, Treasury from 2004 to 2008. Previously, he served as a senior vice president of global money markets at State Street Corporation, FX Money Markets for 10 years. He has been in the investments industry since 1986. Mr. Pope earned his bachelor of science degree in business administration from the University of New Hampshire and his master of business administration degree in finance investments from Boston University. He is also a Chartered Financial Analyst (CFA) charterholder.
John Taxiarchos, CTP, Hasbro, Inc.
As the Director of Capital Markets for Corporate Treasury at Hasbro, Mr. Taxiarchos focuses on the management of the company’s $4 Billion + in global FX exposures and the hedging of those exposures, as well as debt/equity issuance, share repurchase, subsidiary funding, acquisitions, financial modeling, forecasting and capital structure. Mr. Taxiarchos has more than 20 years of diverse financial and managerial experience. Prior to joining Hasbro, Inc., Mr. Taxiarchos most recently served as Senior Business Banker with Sovereign Bank. He was also a Portfolio Manager for a boutique Forecasting Technology Provider for FX, Equities and Options. Prior to this role, he was Vice President of Commercial Lending for a boutique CMBS portfolio securitization firm. Earlier in his career, he was a Financial Advisor for Morgan Stanley. At a young age, Mr. Taxiarchos started out as an entrepreneur, developing business concepts, which he later sold at a profit. He attended the University of Utah and received an MBA from Breyer State University with a concentration in Financial Management. He has been a contributing author for TradingMarkets and has extensive experience in trading FX, equities, fixed income and derivatives. Mr. Taxiarchos has previously held professional licenses such as the Series 3, 31, 34, 7, 63, 65 and insurance. He is a current holder of the Certified Treasury Professional designation.
Michael L. West, Fidelity Investments
Michael is the Vice President of Cyber Investigations for Fidelity Investments. This unit is responsible for all aspects of technology investigations focused on online crime. This work includes complex log analysis, host and network forensics, computer incident response and malicious code review. Michael has over twenty years specific investigative experience related to crimes involving technology. Michael has been on the Board of Directors for the National Cyber Forensics and Training Alliance since 2006, and held the position of Chapter President for the High Technology Crime Investigation Associate three times. He has trained law enforcement internationally on the topic of investigating cyber-crime. Prior to Fidelity, Michael worked for a security and investigative consulting firm, specializing in complex investigations, such as sabotage, economic espionage, procurement fraud and computer intrusions, with clients in law enforcement, law firms and corporations. Michael holds a BS and MS in Criminal Justice, and has taught computer crime classes at a number of colleges and universities in New England.
