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Rhode Island Regional Meeting

April 5, 2016 @ 9:30 am - 2:00 pm

Fidelity Investments
Smithfield, RI

sponsored jointly by Fidelity Investments and Hasbro, Inc.

9:30 - 10:00Registration
10:00 -11:00Viewing Liquidity Through a New Lens
11:00 -12:00Cyber Security
12:00 - 1:00Lunch and Introduction to New England AFP
1:00 - 2:00Navigating FX Risk in the BRIC (Brazil, Russia, India, China) Countries

Viewing Liquidity Through a New Lens

presented by Kerry Pope,  Fidelity Investments

Kerry Pope, Institutional Portfolio Manager at Fidelity Investments, will provide corporate treasurers and cash managers insights on the new reality, and offer rationale and strategies for transitioning to a total rate of return world. New bank rules, money fund regulations and rising interest rates will affect the way institutional investors manage liquidity. During this presentation, Kerry will provide a detailed overview of the Federal Reserve and SEC regulatory changes and market forces driving the flow of liquid investments and the resulting impact on interest rate spreads. Understanding the impact of these changes will be critical in navigating the dynamic market environment.

Kerry will also instruct investors on how to utilize the SEC required disclosures and additional data to make better decisions in the purchase and sale of prime money market funds. Prime money market funds are not all created equally and investors should fully understand the risk and return takeoffs. Armed with new data and an enhanced understanding, investors will never again simply select the high yielding prime money market fund. Kerry will overview how select strategic liquidity alternatives may be effectively utilized in a total rate of return environment to further limit risks while enhancing returns. Utilizing real world examples to visualize the risk and return dynamics associated with new strategic liquidity alternatives will assist in educating investors how best to utilize these new instruments.

Cyber Security

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

  • How to read the news related to Cyber Security
  • A 25 Year timeline of Cyber Crime
  • Malware 101
  • Personal Security
  • Trends/Current Technology Issues
  • Industry Collaboration


Navigating FX Risk in the BRIC (Brazil, Russia, India, China) Countries

presented by John Taxiarchos, CTP, Hasbro Inc.

John Taxiarchos, Director of Capital Markets at Hasbro, will discuss preparing a plan to mitigate risk in emerging markets that have extreme currency volatility and political or economic event risk.

Members: No Charge
Non-Members: $35.

Approved for up to 3.6 CTP/CCM recertification credits by the Association for Financial Professionals
FPA-Logo_RGB_2Approved for up to 3.6 FP&A recertification credits by the Association for Financial Professionals

About the Speakers:


Kerry Pope, Fidelity Investments
John Taxiarchos, CTP, Hasbro, Inc.
Michael L. West, Fidelity Investments


April 5, 2016
9:30 am - 2:00 pm
Event Category:


Fidelity Investments
900 Salem St.
Smithfield, RI 02917 United States
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