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Contact:
Tel: 925.743.0200
Fax: 925.743.0471
email : info@bridgebay.com |
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Recent
Events |
Bridgebay
Financial, Inc. |
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Western
Pension & Benefits Conference |
| Investment Policies, Performance Monitoring & Market Turmoil
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Wednesday,
April 22, 2009
Seattle, WA
www.westernpension.org
Presented
by:
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Valentina
Zackrone, SPHR
HR Director
Pacific Medical
Centers |
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Marlow
B. Kee
Director
of Finance
PATH |
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Mary
Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC |
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Norman
S. Milks
Partner
K & L Gates |
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Panelists will dissect their approach to investment
policies and the unique challenges of current financial
conditions. They will share best practices for compliance
with the peer universe and market index benchmarks,
in addition to working with retirement committees,
attorneys and auditors in disquieting times.
The target-date funds are intended to protect investors
from market downturns through diversification and
asset allocation. Yet some 2010 funds have maintained
high equity allocations ranging from 40% - 60% which
may be considered inappropriate for conservative,
risk-averse employees that wish to preserve principal
and do not have a long investment horizon.
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Western
Pension & Benefits Conference |
| QDIA,
One Year Later: Fund Solutions for DC Plans
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Wednesday,
April 22, 2009
Seattle, WA
www.westernpension.org
Presented
by:
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Linda
Ruiz-Zaiko
President
BridgebaySM |
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Sara
Spengler
Senior
Manager, Global Equity Plan Services
Salesforce.com |
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Target-date funds were touted as the plan sponsor's
perfect 401(k) solution. During this financial meltdown,
many target-date funds have proven to be seriously
flawed.
As a fiduciary of your company's 401(k) retirement
plan, have your fund managers provided you with
adequate transparency on the quality of the underlying
funds, asset classes used and performance comparisons
for these funds?
The target-date funds are intended to protect investors
from market downturns through diversification and
asset allocation. Yet some 2010 funds have maintained
high equity allocations ranging from 40% - 60% which
may be considered inappropriate for conservative,
risk-averse employees that wish to preserve principal
and do not have a long investment horizon.
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2008
AFP Annual Conference |
| Liquidity
Management & Risk-Controlled Investment Programs
for Corporate Cash Portfolios
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Monday,
October 20, 2008
Los Angeles, CA
www.AFP
Online.org
Panellists
include:
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Linda
Ruiz-Zaiko
President
BridgebaySM |
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Theo
Castro
Treasurer
KLA-Tencor |
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Joachim
Wettermark
Director,
Treasury
Salesforce.com,
inc. |
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Short-term cash investing can be painful in turbulent
markets. Skepticism, due diligence and a clear understanding
of the underlying investments and strategies are
critical risk controls that should be incorporated
into every investment.
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2008
EuroFinance Conference |
| Building
a Robust Investment Policy & Performance Measurement
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Wednesday,
October 1, 2008
2 :15 PM
www.EuroFinance.com
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Panellists
include:
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Linda
Ruiz-Zaiko
President
BridgebaySM |
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Barbara
Hill
Vice President and Treasurer
Adobe Systems, USA |
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Joachim
Wettermark
Treasurer
Salesforce.com,
inc. |
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Investment can often
be an afterthought. “If it earns something, fine”
can be an often-employed investment strategy for short-term
cash. That’s not doing your shareholders or stakeholders
a lot of good. This double session will look at basic
considerations from outsourcing the investment management
to using in-house capabilities. It will also look
at setting realistic policies, bearing in mind the
credit market fallout and the current market conditions,
and the range of extended duration products becoming
available. Also asset allocation strategy will be
looked at more closely. A number of companies will
talk about their approach, because investing can never
be a onesize- fits-all solution.
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- Credit
market fallout: impact on treasury
- The
evolving market environment
- Do
you have a handle on cash?
- Outsourcing
vs. in-house: cost, complications and returns,
and what you can manage in-house (credit
risk, interest risk etc)
- Planning
your investment strategy: risk appetite
- Setting
and explaining the strategy
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- Strategic
asset allocation
- How
safe is your money?
- Know
the underlying risk
- Counterparty
risk management
- Yield
and duration issues
- Policy
design and performance measurement
- Technology
and its role
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| The
20th Annual San Francisco Symposium |
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The 20th Annual San Francisco Symposium
Early Details: (more to come)
When: September 28, 2007
Where: Palace Hotel
(New Montgomery & Market Street, San Francisco)
For more information visit:
www.stfma.org |
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| 2007
AFP Annual Conference |
|
Be sure to join
us October 21-24, 2007 in Boston, MA for the AFP
Annual Conference where we will be presenting
two educational seminars. Below is a brief description of
the topics we will be discussing along with the guest client
speakers with whom we will be co-presenting. We hope to
see you there. |
| Benchmarking
Your Defined Contribution Plan Costs
This workshop
will guide plan fiduciaries to evaluate and understand
the costs and revenue sharing arrangements that are
built into multiple service provider services in the
form of hard and soft dollars.
Speakers:
Brad Vollmer CFA
Assistant Treasurer,
Sun Microsystems, Inc.
Sue Wuthrich
Director, Global Benefits,
Google, Inc.
Linda Ruiz-Zaiko
President & Founder, Bridgebay Financial, Inc. |
|
| Investment
Policy Statements for Defined Contribution Plans
This session
will cover the components of an Investment Policy
Statement needed to ensure the Plan continually meets
regulatory and governance standards in light of changing
regulations.
Speakers:
Marlow B. Kee
Director of Finance, PATH
Linda Ruiz-Zaiko
President & Founder, Bridgebay Financial, Inc.
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Western
Pension & Benefits Conference |
Default
Investment Options (QDIA)
April 25, 2007
The Pension Protection Act of 2006 extends
ERISA 404(c) to include default investments. The Department of Labor
has set requirements for Qualified Default Investment Alternatives
(QDIA). Two organizations, PATH, a non-profit and Google Inc., a
publicly-traded corporation share their experiences with their defined
contribution plans, default fund option selection, and their unique
employee and corporate cultures. |
Google,
Inc.
Sue Wuthrich
Director, Global Benefits |
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View
or download the presentation materials |
PATH
Marlow Kee
Director of Finance |
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|
Bridgebay
Consulting, LLC
Mary Ellen Mullen, CFA
Principal |
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January
17, 2007
Mary Ellen Mullen, CFA & Principal
Bridgebay Consulting, LLC
Maximizing Investment Returns on Balance Sheet Assets
- Liquidity Tiering Techniques
For more information visit: www.oregonafp.org
View
or download the presentation materials
|
|
|
Managing Treasury in a Fast Growth
Environment
October 17, 2006
Treasurers from Google, Seagate and Adobe share their experiences
transforming their treasury groups to meet the expanding complexities
of companies undergoing explosive growth. Bridgebay will highlight
best practices in setting the foundation and plans for growth. Our
speakers include: |
Bridgebay Financial, Inc.
Linda Ruiz-Zaiko
President & Founder |
 |
View
or download the presentation materials |
Adobe
Systems Incorporated
Barbara Hill
Vice President and Treasurer |
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|
Google
Inc.
Ronni Horrillo
Treasury and Risk Manager |
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Seagate
Technologies, Inc.
Richard Caloca, CTP
Treasurer |
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|
Cash and Liquidity Management
Maximizing Returns on Surplus Operating
Cash
October 16, 2007
Treasury professionals are under constant and increasing pressure
to boost the return on cash balances, however, many are unaware
of all the options available to maximizing investment returns and
mitigating risk. This session will explore a range of investments
and strategies and discuss the risk and return profile of each.
Kevin Olson, Treasurer, Gilead Sciences, Inc. with over $3.0 billion
in corporate cash assets will share his experience in establishing
a strategic plan and investing surplus operating cash. Our speakers
include: |
Bridgebay Financial, Inc.
Linda Ruiz-Zaiko
President & Founder |
|
View
or download the presentation materials |
Gilead
Sciences, Inc.
Kevin Olson
Treasurer |
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|
Objectives:
Understand investment
options and risks
Implement optimal
investment strategy
Understand accounting
implications including FASB 115 associated with investments options
|
Look
Before You Leap - Understanding Yield Curve Risk
Monday, October 16 - 8:30 a.m. - 10:00
a.m.
Are you or your company tempted to boost returns on cash through
non-traditional means? Adding value through total return strategies
or even by simply extending the duration of your invested-cash portfolio
can mean added, unforeseen risks. Four investment professionals
express differing views on how to enhance returns yet manage some
of the hidden risks associated with simple approaches. This presentation
includes both technical analyses and real-world examples of how
some strategies can cause board-level pain when certain risks have
not been mitigated. Our speakers include: |
Bridgebay Consulting, LLC
Mary Ellen Mullen, CFA
Principal |
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The
15th Annual EuroFinance Conference
September 27-29, 2006
Join Bridgebay in Florence, Italy
for the 2006 EuroFinance Conference
for a look into the world of international cash and treasury management.
Click
here for a full description of
this prestigious event. |
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|
Treasury
Management Association of San Diego Fall Conference
Thursday, September 21, 2006
Cash Management - Current Investment Opportunities in Uncertain
Markets
Presented by:
Ms. Linda Ruiz-Zaiko, President & Founder - Bridgebay
Financial, Inc.
Click
here for event information
www.sdtma.com
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|
Corporate
Treasury Executives Seminar 2006
Hosted by State Street Corporation and Bridgebay
Financial, Inc.
Thursday, September 14, 2006
11:30 AM - 5:00 PM Luncheon Included
5:00 PM - 7:00 PM Networking Reception
Santa Clara Marriott
2700 Mission College Boulevard
Santa Clara, CA 95054-1218
Phone: 408-988-1500
www.santaclaramarriott.com |
 |
Seminar is eligible for continuing education credits for CTP,
CFA, CPA
This networking forum is designed exclusively and limited to corporate
treasury practitioners. By invitation only.
Click here
for more details. |
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NWAFP Meeting
"Current
Investment Opportunities for Corporate Cash Portfolios"
Download
Handouts
Presented by
Linda Ruiz-Zaiko
President
Bridgebay Financial, Inc.
April 19, 2005
Harbor Club-Bellevue
777 108th Avenue Northeast
Suite 2500
Bellevue, WA 98004
www.nwafp.org |
|
The 2005 Corporate
Treasurers' Networking Seminar
March 22, 2005
8:00am-6:00pm
Download Handouts
Hyatt Regency San Francisco
1333 Bayshore Highway
Burlingame, CA 94010
Phone: 650 696-2616
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16th Annual
Pacific NWAFP Regional Conference (March 16-18, 2005)
Corporate Cash Repatriation
from Abroad / American Job Creation Act of 2004
March 17, 2005
Download
Handouts
Red Lion Inn on Fifth Avenue
Seattle, WA
Presented by
Mary Ellen Mullen, CFA
Bridgebay Consulting, LLC
Linda Ruiz-Zaiko
Bridgebay Financial, Inc.
www.nwafp.org
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| Mutual
Fund Scandal- Update and Retirement Plan Impact |
San
Diego - November 7-10, 2004 |
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Session 50
Track:
Pension & Benefits
When: Monday,
November 08, 2004, 02:00p.m. - 03:00p.m.
|
Lead Presenter:
Ms. Mary Ellen Mullen
Bridgebay Consulting, LLC |
Co-Presenter:
Mrs. Maeve L. Richard
Vice President and Treasurer, McAfee, Inc. |
Although targeted at certain illegal hedge fund,
mutual fund and custodian companies, the SEC's 4pm EST mutual
fund proposal portends setting back the retirement plan industry
(yes, your company's 401k plan) by over a decade. Learn exactly
what happened, little known facts about the operations that make
the United States' defined contribution retirement plan a model
for the world. Broader impacts likely include a departure from
"close" pricing to "fair market valuation".
Objectives:
• Understand how retirement plans work "behind the
scenes" - hidden complexities
• Differentiate between regulatory bodies' roles - SEC,
DOL, OCC, ICI
• Mitigate fiduciary risk
• Template for managing providers - money movement, settlement,
contracts, technology
Prerequisites:
• Experience with defined contribution retirement plan(s)
- e.g.401(k) or 403(b)
• Broad interest in operations- money movement, settlement
and risk reduction
• Some familiarity with retirement plan regulatory bodies
- DOL, SEC, OCC, ICI
• Some knowledge of retirement plan investment options
Takeaway:
• Regulatory Resources for Future Reference
• Easy to Understand Map of Mutual Fund Money Movement with
Timing
• Impact Players: NSCC = Clearinghouse, SEC = valuation
• Seminal Casework on Mutual Fund Scandal
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Investment Management Seminar for Corporate Cash
2004
|
The Seminar Agenda:
1.
The Mutual Fund Scandals - Why do we care?
Speaker Mary Ellen Mullen – Consultant - Bridgebay Consulting,
LLC
2. Portfolio Management in Light of Sarbanes-Oxley
Speaker Linda Ruiz-Zaiko - President - Bridgebay Financial, Inc.
3. Checks and Balances, Compliance and Performance
Speaker Barbara Williams - Senior Consultant - Bridgebay Financial,
Inc.
4. Investing in Turbulent Times - What's Next?
Speaker Linda Ruiz-Zaiko - President - Bridgebay Financial, Inc
5. Securities and Issues for Taxable Portfolios
Speaker Doug Kelly - Vice President - Merganser Capital Management
6. Credit and Structure
Dangers of Stretching for Yield – Speaker Barbara McKenna
- Director - State Street Research
7. Structuring
Portfolios to Cover the Cost of Debt
Speaker Ed Bedrosian - Chief Investment Officer - Merganser Capital
Management |
|
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15th
Annual Pacific Northwest Association for Financial Professionals
Conference
"The Mutual Fund Scandal - What's Really Going On and
How It Impacts You"
Thursday,
March 18, 2004
10:00am - 11:00am
Presented
by Ms. Mary Ellen Mullen, CFA, Principal, Bridgebay Consulting,
LLC and Mr. Rolf Trautmann, FSA, EA, Consulting Actuary and Co-Founder,
Trautmann Maher |
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