Webinar: Cash Management Strategies: Navigating Rate and Credit Risk through Cash Tiering
June 16, 2022 @ 12:00 pm - 1:15 pm
12:00 pm – 1:00 pm – Program
1:00 pm – 1:15 pm – Annual Business Meeting
Cash Management Strategies: Navigating Rate and Credit Risk through Cash Tiering
presented by Timothy Poulin and Joseph Graham, Lord Abbett
With institutions holding record amounts of cash reserves, managing corporate cash for yield and preservation of capital is a challenging task in an environment of historically high inflation and increasingly hawkish Fed policy.
Join us as we dive deep into cash management strategies designed to work within your guidelines to provide enhanced yields, while protecting capital in volatile markets. During this discussion, Joseph Graham, CFA, Managing Director and Investment Strategist discusses relative value in today’s market and how a tiered cash management approach can help optimize your cash management.
Learner outcomes: the risk in short, investment grade credit is largely liquidity risk, not default risk; this type of credit can be used in cash management; institutions should use their insights into their liquidity needs to get extra yield from Treasury cash by tiering various strategies
Members: No Charge
Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.
about the speakers:
Joseph M. Graham, CFA, Managing Director, Investment Strategist, Lord Abbett
Joseph Graham leads the efforts of Lord Abbett’s Investment Strategist team. This team serves as the client-facing extension of Lord Abbett’s Investment team, communicating with institutional clients and prospects regarding asset allocation topics, market environment, current portfolio positioning, and the firm’s market outlook. Mr. Graham currently has a focus on high grade and multi-sector fixed income, including convertibles, but also has an extensive background in quantitative tools and equity portfolio management. Mr. Graham joined Lord Abbett in 2015. Prior to joining the firm, he was a Founder and CIO of two quantitative hedge funds: HudsonView Capital Management and Route 3 Capital; an Analyst and Portfolio Manager at Millennium Partners and at LibertyView Capital Management; and an Investment Banking Associate at Morgan Keegan. He has been in the financial services industry since 1999. Mr. Graham earned a BS in finance and philosophy Summa Cum Laude from Washington University and an MBA with Honors from the Wharton School of Business at the University of Pennsylvania. He is also a holder of the CFA® (Chartered Financial Analyst) designation.
Timothy Poulin, Relationship Manager, US Institutional, Lord Abbett
Timothy Poulin is responsible for the relationship management and strategic efforts related to Lord Abbett’s institutional clients. In this role, he brings a deep understanding of institutional client needs and firm capabilities to deliver a client experience that exceeds expectations. Mr. Poulin joined Lord Abbett in 2014 as a Product Consultant focusing on leveraged credit. Prior to his current role, he served as a Business Development Analyst responsible for engaging and serving the distinct needs of the Institutional Investor across the United States. His prior experience includes serving as Senior Associate at Orion Consultants. He earned a BA in economics and Asian studies at Bowdoin College.