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| Celebrating Our 25th Anniversary 1987- |
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San Francisco Treasury Symposium |
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| Finding Value Beyond Money Market Instruments |
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Presented:
Thursday, October 20, 2011
The Palace Hotel
San Francisco, CA
Presented by: |
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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Nancy Mar
Sr. Treasury Analyst
Altera Corporation |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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Scott Warner
VP - Senior Portfolio Manager
Northern Trust |
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San Francisco Treasury Symposium |
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| Investment Traps: Characteristics of Potentially Dangerous Security Types and Practices |
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Presented:
Friday, September 24, 2010
The Palace Hotel
San Francisco, CA
Presented by: |
Understanding the underlying characteristics, features, and structures of securities is critical in discerning potentially volatile or inappropriate investments for corporate liquidity portfolios. We'll explore risk-controlled practices that can help avoid potential problems. |
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Nicholas Zaiko
Investment Consultant
BridgebaySM |
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AFP National Conference |
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| Strategies for Managing Your Portfolio Through This Financial Crisis |
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Presented:
Wednesday, October 7, 2009
Moscone Center
San Francisco, CA
Panelists include: |
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Janice Phan
Assistant Treasurer
Sun Microsystems, Inc. |
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Kurt Zumwalt
Assistant Treasurer
Amazon.com, Inc. |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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AFP National Conference |
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Liquidity Management & Risk-Controlled Investment Programs for
Corporate Cash Portfolios |
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Presented:
Monday, October 20, 2008
Los Angeles, CA
Panelists include: |
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Melanie Mock
Treasurer
Equinix, Inc. |
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Theo Castro
Treasurer
KLA-Tencor |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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EuroFinance Conference |
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| Building a Robust Investment Policy & Performance Measurement |
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Presented:
Wednesday, October 1, 2008
Barcelona, Spain
Panelists include: |
Steve Everett
Director Balance Sheet & Ops. Assets
Northern Trust |
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Joachim Wettermark
Treasurer
Salesforce.com, Inc. |
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Barbara Hill
Vice President and Treasurer
Adobe Systems Incorporated |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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AFP of Oregon & SW Washington |
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| Maximizing Investment Returns on Balance Sheet Assets - Liquidity Tiering Techniques |
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Presented:
Thursday, January 17, 2007
Presented by: |
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Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC |
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AFP National Conference |
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| Managing Treasury in a Fast Growth Environment |
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Presented:
Tuesday, October 17, 2006
Venetian Hotel
Las Vegas, NV
Panelists include: |
Barbara Hill
Vice President and Treasurer
Adobe Systems Incorporated |
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Richard Caloca, CTP
Treasurer
Seagate Technologies, Inc. |
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Ronni Horrillo
Treasury and Risk Manager
Google, Inc. |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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| Maximizing Returns on Surplus Operating Cash |
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Kevin Olson
Treasurer
Gilead Sciences, Inc. |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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Treasury Management Association of San Diego Fall Conference |
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| Cash Management - Current Investment Opportunities in Uncertain Markets |
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Presented:
Thursday, September 21, 2006
Southwestern Yacht Club
San Diego, CA |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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Corporate Treasury Executives Seminar |
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| Portfolio Management Techniques: Maximizing Yield
Utilization of Alternative Investments |
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Presented:
Thursday, September 14, 2006
Santa Clara Marriot
Panelists include: |
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Paul Greff, CFA
Senior Managing Director
State Street Global Advisors |
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Vince Thornton
Vice President
State Street Global Advisors |
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Barbara Shegog, CPA, CFA
Vice President
State Street Global Advisors |
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| Benefits of External Portfolio Management, Selection, Investment Approach |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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Barbara Williams, CFA
Managing Director
BridgebaySM |
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San Francisco Treasury Symposium |
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| Benchmark Your Corporate Cash Portfolio |
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Presented:
Thursday, September 7, 2006
The Palace Hotel
San Francisco, CA |
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Janette San Luis
Sun Microsystems, Inc. |
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Kurt Zumwalt
Treasurer
Wind River Systems, Inc. |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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Annual Pacific NWAFP Regional Conference |
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| Current Investment Opportunities for Corporate Cash Portfolios |
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Presented:
Tuesday, April 19, 2005
The Harbor Club
Bellevue, WA |
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Linda Ruiz-Zaiko
President
BridgebaySM |
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The Corporate Treasurers' Networking Seminar |
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| The Corporate Treasurers' Networking Seminar |
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Presented:
Tuesday, March 22, 2005
Hyatt Regency San Francisco
Panelists include: |
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Marty Eng
Treasurer
Peoplesoft an Oracle Company |
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Maeve Richard
Treasurer
McAfee, Inc. |
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Lori R. Runquist
Portfolio Manager
Northern Trust |
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AFP National Conference |
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| The Mutual Fund Scandals Why Do We Care? |
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Presented:
Monday, November 8, 2004
San Diego, CA
Panelists include: |
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Maeve Richard
Treasurer
McAfee, Inc. |
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Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC |
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Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200
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