2011 San Francisco Treasury Symposium
Finding Value Beyond Money Market Instruments
Friday, October 20, 2011
The financial crisis, the repercussions of which still linger today, forced many corporate treasurers and investment managers to re-evaluate the risk/return profile of their liquidity portfolios. Fixed income investors all sought shelter from volatility in the short end of the yield curve. But with a growing sense of cautious optimism, many are seeking higher returns in more complex sectors of the fixed income market. Join us to explore the opportunities and discover where industry experts are finding value.
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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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Knowledge and Experience
Each of our consultants has over 25 years of portfolio management and investment experience advising institutional investors, corporations, foundations and endowments. Our talented, dedicated team of professionals have practical experience at major global institutions in addition to holding MBAs and the Chartered Financial Analyst (CFA) designation. These credentials empower us to create pragmatic solutions to a diverse range of consulting engagements.
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