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NH Regional Meeting

February 8, 2017 @ 8:30 am - 3:30 pm

Fidelity Investments
One Spartan Way, Merrimack, NH

8:30 - 9:15Registration
9:15 - 9:30Introduction
9:30 - 10:30Cyber Security at Fidelity
10:30 -11:30Optimizing Your Corporate Liquidity through Cash Segmentation
11:30 -12:30A View from the Hill
12:30 - 1:30Lunch and Introduction to New England AFP
1:30 - 2:30Expanding your Corporate Plastic
2:30 - 3:30Fidelity Associate Panel for College Students attending


Steve Johnson, SVP, Fidelity Investments and Jim Scalisi, Vice President, Fidelity Investments

Cyber Security at Fidelity

presented by Michael West, Vice President 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 cybercrime. He will explore the evolution of cybercrime and the role of organized crime and provide best practices for personal cyber protection.

Optimizing Your Corporate Liquidity through Cash Segmentation

presented by Kerry Pope, Institutional Portfolio Manager, Fidelity Investments

Fidelity Investments Institutional Portfolio Manager Kerry Pope offers insight into how to manage corporate liquidity – and the critical role cash segmentation can play – now that recent money market regulatory changes are in place. In this new environment, and in light of upcoming Basel III deadlines and short-term rate uncertainty, corporate treasurers need investing strategies for their operating cash. While bank deposits and government money market funds are likely to continue to be popular options, the main focus of Kerry’s presentation is cash segmentation – allocating cash balances into multiple “buckets” of operating and strategic liquidity. Kerry will discuss this strategy in detail, focusing on how it can allow corporate treasurers to take advantage of a wider array of solutions, including conservative ultra-short bond funds and separately managed accounts. Using real-word examples to illustrate the risk/return dynamics of these new strategic liquidity alternatives and how to best use these new instruments, Kerry will demonstrate how effective these options may be in further limiting risks while enhancing returns.

 A View from The Hill

presented by Gary Blank, SVP, Regional Public Affairs and Community Relations, Fidelity Investments

The presentation will touch upon politics, an update on key policy priorities, and the impact of the 2016 election results on key financial regulatory/legislative issues

Lunch and Introduction to NEAFP

Expanding your Corporate Plastic

presented by Brian Moran, VP – NAM Regional Sales Head, Commercial Solutions Sales, MasterCard
Jay Park, VP Corporate Cash Management Sales, Santander Bank

Commercial card usage as a form of payment continues to rise. Beyond the efficiencies of electrifying your payables, commercial cards offer corporate practitioners a way to make direct impact to the organization’s bottom line. This session will cover trends in the market, best practices for those using or looking to adopt commercial cards, and where we are headed with this growing payment type.

Fidelity Associate Panel for College Students attending

Elizabeth Shanley University Relations Manager, Fidelity Investments


Members: No Charge
Non-members: $35

Approved for up to 4.8 CTP/CCM recertification credits by the Association for Financial Professionals
FPA-Logo_RGB_2Approved for up to 2.4 FP&A recertification credits by the Association for Financial Professionals
Not FDIC insured. May lose value. No bank guarantee.
Not NCUA or NCUSIF insured. May lose value. No credit union guarantee.
For investment professionals.
The third-party trademarks and service marks are the property of their respective owners. All other trademarks and service marks are the property of FMR LLC or an affiliated company.
Before investing, have your client consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information. Have your client read it carefully.
Fidelity Investments and the NE AFP are not affiliated
Fidelity Investments Institutional Services Company, Inc., 500 Salem Street, Smithfield, RI 02917



February 8, 2017
8:30 am - 3:30 pm
Event Category:


Fidelity Investments
One Spartan Way
Merrimack, NH 03054 United States
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