|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|
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.
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.
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
|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|