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Expanding the Scope of Short Term Investing
January 21, 2015 @ 2:00 pm - 5:00 pm
|2:00-2:30||Registration - Networking|
|3:45-5:00||Refreshments - Networking|
Expanding the Scope of Short Term Investing -
Floating-Rate Loans as a Source of Income and Risk Management for Treasury and Cash Managers
presented by Christopher Remington and Tim Robey, Eaton Vance Management
In the face of money market reform and the permeation of near-zero policy rates, treasury and cash managers continue the search for optimal investment allocations. Meeting expected return targets while hedging duration remains a top concern, bringing into focus opportunities in senior floating-rate corporate loans. This session provides a primer on the asset class, an update on current market conditions and a look at what may lie ahead for treasury and cash managers exploring this oft missed market segment. Eaton Vance reviews the role of loans as an “outer edge” holding for cash portfolios, uncovering key risk/return considerations for managers.
Members: No Charge
|Approved for up to 1.8 CTP/CCM recertification credits by the Association for Financial Professionals.|
About the speakers:
Christopher J. Remington
Vice President, Institutional Portfolio Manager
Eaton Vance Management
Christopher Remington is a vice president of Eaton Vance Management, an institutional portfolio manager and director in the product & portfolio strategy group. He is responsible for product management and investment communications for Eaton Vance’s suite of fixed-income investment capabilities, with specialized coverage of floating-rate corporate loan strategies. Prior to joining Eaton Vance in 2008, Chris served as a fixed-income product specialist for Fidelity Investments (2002-2008), where he was responsible for fixed-income investment communications and product management. Prior to Fidelity, Chris began his career with Spelman & Company (2000-2002), where he was responsible for investment product marketing and relationship management. Chris earned a B.S. in economics and an M.B.A. in finance. He is a graduate of Clark University. His commentary has appeared in Financial Times, Bloomberg News, Money Management, Dow Jones Newswire, FundFire and SmartMoney, among other leading financial media outlets.
Vice President, Portfolio Manager
Eaton Vance Management
Tim is Vice President and Portfolio Manager for the Investment Grade Fixed Income team. He most recently served as Senior Vice President and Senior Portfolio Manager for Dwight Asset Management's Liquidity Management Team where he managed money market and short duration institutional accounts. Prior to joining Dwight in 2009, Tim was Vice President and Senior Portfolio Manager with Lehman Brothers Asset Management and Neuberger Berman. While with Lehman, Tim was responsible for the management and trading of US Dollar money market securities as well as managing Euro and Sterling money market products in London. Prior to Lehman, Tim was assistant portfolio manager and trader for short duration and money market portfolios at Allmerica Asset Management. He is a member of the iMoneyNet Money Market Conference Faculty. Tim earned a B.S in finance from Bentley College.