Making Sense of Your Investment Strategy

Marriott-Copley Place
May 07, 2010

Summary:  This session will provide an in-depth look at the challenges facing treasurers and CFOs today, focused on how to reassess and reinvigorate your investment strategy to take advantage of a changing environment. From defining your cash to developing an appropriate risk infrastructure through outsourcing and tracking performance, it is important to continuously reevaluate how the crown jewels of your corporation are being protected and used for growth.

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

Joe Morgan is the chief investment officer and head of portfolio management for SVB Asset Management. For more than 15 years of he has successfully managed fixed income portfolios for the purpose of total return, current income, and liability diffusion.  In his current role, Morgan leads a team of portfolio managers and traders that sets and executes investment strategy for all of SVB Asset Management’s client investments.

  Frequently invited to speak at financial industry events, Morgan is widely sought out by business media and influencers for his perspective on issues affecting the fixed income market. He is most well recognized for his leadership in exiting and speaking out about the substantial risks associated with auction rate securities since 2004. The Wall Street Journal called Morgan “The Auction Rate Cassandra” once the market started to fail in 2008. Morgan authors a weekly economic outlook column, among several other publications.

 Morgan received both his bachelor's and master's degrees in finance from Texas A&M University, and is a Chartered Financial Analyst.

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