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Managing Liquidity: Be Prepared for the New Reality

September 24, 2014 @ 1:00 pm - 4:00 pm

1:00-1:30Registration/Networking
1:30-3:30Program
3:30-5:00Networking & Cocktails

 

This interactive session provided the details of the S.E.C final ruling on money fund reform.  Michael Morin, Fidelity Investment’s Director of Institutional Portfolio Management, presented the latest update on regulatory reform from Washington and discussed the current rate environment. Michael addressed how and when the new rules will impact investment of corporate cash and moderated a panel discussion with Judy Beauregard, Director of Cash Management, CVS Health Corporation, Jamie Cortas, Senior Manager of Worldwide Investment Portfolio Strategies,  EMC Corporation, Brian Godfrey, Treasury Manager, Houghton Mifflin Harcourt, and Vincent Izzo, Cash Manager,  State of Rhode Island, Office of the General Treasurer.

Thank you to PTC and Jean Cappucci for hosting the session!

 

CTPColorLogo_Web.png[1]Approved for up to 2.0 CTP/CCM recertification credits by the Association for Financial Professionals.
 
 FPA-Logo_RGB_2
  Approved for up to 2.0 FP&A recertification credits by the Association for Financial Professionals.
 
 


Michael Morin

Michael Morin is the Director of Institutional Portfolio Management for money market funds within the Fixed Income Division of Fidelity Management & Research Company (FMRCo), the investment advisor to 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. Mr. Morin is responsible for the delivery, implementation and oversight of institutional cash management investment strategies.

Prior to joining Fidelity in 2008, Mr. Morin spent ten years at JPMorgan Chase Bank, N.A. as a managing director in the Worldwide Securities Services division. His responsibilities included the development, implementation, and monitoring of global investment strategies across the Securities Lending & Cash Trade Execution portfolio valued in excess of $300 billion. Additional responsibilities included assisting the sales efforts to prospects and reviewing portfolio performance with existing clients. Mr. Morin held various trading positions at The Bank of New York Mellon Securities Lending Division for ten years prior to joining JPMorgan.

Mr. Morin earned a bachelor of science degree in Finance and Quantitative Methods from Syracuse University and a MBA from Fordham University. He also is a CFA® charterholder.

Details

Date:
September 24, 2014
Time:
1:00 pm - 4:00 pm
Event Category:

Venue

PTC
140 Kendrick St.
Needham, 02494
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