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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

Hasbro Headquarters
1027 Newport Ave, Pawtucket RI

1:00-2:00Hasbro Toy Shop Open to Event Participants
2:00-2:30Registration - Networking
2:30-3:30Economic, Administration, and Short Term Investments Update
3:30-4:30Who'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

presented by:

  • 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
  • Panelists:
    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.

 

Approved for up to 2.4 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 1.2 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

Members: No Charge
Non-Members: $35

 

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:

Michael Morin, Fidelity Investments
MorinMichael Morin is director of institutional portfolio management within the Fixed Income division at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity’s family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and other financial products and services to more than 20 million individuals, institutions and financial intermediaries.
In this role, Mr. Morin is responsible for the delivery, implementation, and oversight of the institutional fixed income investment strategy.
Michael Lenihan, TMXpert Group
Lenihan
Chip Northrop, JP Morgan
Coleman Nee, Jr. CTP, Hasbro
CNee
Harvey Thayer, Citizens Bank
Kent Wittler, AEW Capital Management

 

 

 

 

 

 

 

Details

Date:
November 14, 2017
Time:
1:00 pm - 4:30 pm
Event Categories:
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