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Liquidity Tradeoffs in a CA$H 22

May 25, 2016 @ 1:30 pm - 4:00 pm

PTC
Needham, MA

1:30-2:00Registration - Networking
2:00-2:10Annual Business Meeting - Election of Officers
2:10-3:00Liquidity Dynamics after Money Fund Reform
3:00-4:00Interest Rates and the Impact on Corporate Investment Portfolios

Liquidity Dynamics after Money Fund Reform

Kopecpresented by Christina Kopec, Managing Director, Goldman Sachs Asset Management

Interest Rates and the Impact on Corporate Investment Portfolios

Callowpresented by: Brian Callow, CFA, Senior Vice President & Director of Fixed Income, Rockland Trust Company
Brian will give an overview of the current interest rate landscape including thoughts on the Federal Reserve position and its impact on the decision making process for corporate investment portfolios. Investment strategies for corporations long and short term investment portfolios in this prolonged low interest rate environment will also be discussed.

Members: No Charge
Non-Members: $35.

Approved for up to 3 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.
Approved for up to 1.5 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

 

about the speakers

Brian R. Callow, CFA, Rockland Trust Company
Brian Callow has worked in the investment management industry since 1992. As a portfolio manager, Brian is responsible for managing client portfolios, performing asset allocation, securities analysis, and setting investment policy. Brian is also the Director of Fixed Income and is responsible for fixed income research, trading, quantitative analysis, and external manager selection for the fixed income sectors.
Prior to joining Rockland Trust, Brian was a Vice President with Income Research & Management where he held the position of Senior Fixed Income Analyst. He was head of quantitative analysis and co-managed the convertible bond portfolios.
Brian holds a B.A. in Finance from Florida State University and is a cum laude graduate of Babson College’s Olin School of Business MBA program. He is a CFA charterholder and is a member of the CFA Institute and the Boston Security Analyst Society.

Christina C. Kopec, Goldman Sachs Investment Management
Christina is head of product strategy for fixed income and global liquidity within Third Party Distribution. Previously, she was head of product management for global liquidity, focused on strategy and client
communications for Goldman Sachs Asset Management’s money market and short duration solutions globally. In 2013, she expanded her responsibilities to include coverage of strategies across fixed income.
Christina joined Goldman Sachs in 2011 and was named managing director in 2015. Prior to joining the firm, Christina was responsible for product strategy and management of the bond and money market product lines at Fidelity Investments. Before that, she held various product development and investment communications roles for multiple asset classes at Fidelity Management & Research Company. She began her career in the legal department of Fidelity Investments in 1998.
Christina earned a BA in English from the College of the Holy Cross in 1998 and an MS in Administrative Studies from Boston College in 2003.

 

Details

Date:
May 25, 2016
Time:
1:30 pm - 4:00 pm
Event Category:

Venue

PTC Corp.
140 Kendrick St.
Needham, MA 02494 United States
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