Newton, MA
April 07, 2010
SVB Asset Management invites you to join us for an in-depth look at the challenges facing treasurers and CFOs today, and how to reassess your investment strategies to take advantage of a changing environment.
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.
Register Now
Agenda
8:00 a.m. EDT - Registration and Networking (Coffee and Bagels will be available)
8:30 a.m. EDT - Program Begins
11:45 a.m. EDT - Program Ends (Boxed lunches will be available)
Questions
If you have any questions or if your plans have changed, please contact Meghan Mastronardi at mmastronardi@svb.com or 617.630.4193.
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Investment Strategy Symposium: An SVB Asset Management EventApril 07, 2010 Newton, MASVB Asset Management invites you to join us for an in-depth look at the challenges facing treasurers and CFOs today, and how to reassess your investment strategies to take advantage of a changing environment.
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.
Register Now
Agenda
8:00 a.m. EDT - Registration and Networking (Coffee and Bagels will be available)
8:30 a.m. EDT - Program Begins
11:45 a.m. EDT - Program Ends (Boxed lunches will be available)
Questions
If you have any questions or if your plans have changed, please contact Meghan Mastronardi at mmastronardi@svb.com or 617.630.4193.