Investment Strategy Symposium: An SVB Asset Management Event

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


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)

If you have any questions or if your plans have changed, please contact Meghan Mastronardi at or 617.630.4193.

SVB Events