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November 14 Meeting – Economic, Administration, and Short Term Investments Update & Who’s Got Your Wallet
November 14, 2017 @ 1:00 pm - 4:30 pm
1027 Newport Ave, Pawtucket RI
|1:00-2:00||Hasbro Toy Shop Open to Event Participants|
|2:00-2:30||Registration - Networking|
|2:30-3:30||Economic, Administration, and Short Term Investments Update|
|3:30-4:30||Who's Got Your Wallet?|
Prior to the meeting, shop the ‘must have’ toys of Christmas at Hasbro’s Toy Shop at fantastic discounts! Reserve your place now for this popular venue!! The meeting sold out last year.
Economic, Administration, and Short Term Investments Update
- Michael Morin, CFA, Director of Institutional Portfolio Management, Fidelity Investments
Fidelity Investments Institutional Portfolio Manager Michael Morin will offer insight regarding the global and local economy as well as the current presidential administration’s policies. A focus to be provided on short term investment options that are best suited to manage different segments of liquidity in a rising rate environment.
Who’s Got Your Wallet? Effectively Balancing Credit Commitments with Usage of Other Bank Services
- Moderator: Michael Lenihan, TMXpert Group
Coleman Nee, Jr, CTP, Treasury Manager, Hasbro
Chip Northrup, JP Morgan
Harvey Thayer, Citizens Bank
Kent Wittler, VP Treasurer, AEW Capital Management
For this session, Treasury Professionals, Corporate Panelists and audience, will discuss and identify the banking products and services currently in use within their treasury operations.
The Banking Panelists and audience will explore/identify products and services that have perhaps not been considered and that may bring increased efficiencies/effectiveness to your corporate treasury operations.
We will also explore ways corporate professionals can better identify and monitor their banking partners capabilities or expertise in an effort to better allocate the financial resources (budget) available to Credit Facility participants.
Members: No Charge
From Newport Ave take a left onto Hasbro Way, follow to rear parking lot on left. Enter building through entrance in parking lot.
About the speakers: