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Treasury Consulting Services

• Strategic investment plans
• Asset allocation
• Investment policy statements
• Money manager selection and monitoring
• Customized performance benchmarks
• Custodian evaluations and searches
• Performance evaluation and monitoring
• Benchmarking studies of peer investors

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Articles & White Papers
Read articles and whitepapers written by various industry professionals and Bridgebay consultants addressing a broad array of Treasury-related issues.

A comprehensive list of national and regional investment and treasury-oriented organizations.

Periodicals & Publications
A list of some of the industry-leading periodicals and news publications dedicated to investment and treasury management.

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2013 San Francisco Treasury Symposium
Current Trends in Securities Selection for the Corporate Portfolios
Monday, May 20, 2013

In the current environment of low interest rates and a fragile global economy, treasury investment professionals should continuously review their portfolio strategy and investment policy to balance the risk/return dynamics. This session will cover the following topics: expanding and refining investment policy guidelines, managing a global portfolio, and current strategies of external managers.

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San Ramon, CA 94583
Tel: (925) 743-0200

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