Investment Strategy Symposium in Seattle: An SVB Asset Management Event

May 04, 2010

What did the past year teach us about our investment decisions? And how do we navigate not only the current environment, but also the new, post-crisis investment landscape taking shape in 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.

Tuesday, May 4, 2010 | 8:00 a.m. - 11:45 a.m. | Columbia Tower Club, Seattle

Register now

Approved for 3.5 CTP Re-Certification Credits

Senior members of the SVB Asset Management team, including the President and the Chief Investment Officer, 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.

Approved for AFP CE Credits
Developed for treasurers and CFOs, this session is approved for 3.5 CTP re-certification credits by the Association for Financial Professionals.

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