Investment Strategy Symposium Series

Kellogg Auditorium
June 10, 2010

Senior members of the SVB Asset Management team, including the President and the CIO, will address:

  • How defining cash, and understanding the appropriate uses for different types of cash, can improve your company's forecasting and budgeting
  • The need for a comprehensive review process to improve internal communication of investment strategy, risks, and expected returns
  • Creating a risk framework to minimize unknown risks
  • Investment policy formulation and review
  • Creating and updating a successful credit process geared specifically toward corporate cash management
  • Developing and implementing an appropriate investment strategy accounting for all market influences

Team members will also offer their thoughts on where the markets will take us in 2010 and provide a behind-the-scenes look at SVB Asset Management's investment strategy and philosophy.

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