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© 1997-2008 Bridgebay Financial, Inc.
Corporate Treasury Executives Seminar 2006
Thursday, September 14, 2006
Santa Clara Marriot
Salons A, B, & CThis seminar qualifies for CE credits for CTP, CFA, or CPA recertification credits.
This networking forum is designed exclusively and limited to corporate treasury practitioners. By invitation only.
11:30 AM - 1:10 PM - Salon C
Opening Luncheon
Guest Speaker - Lance Williams, Co-Author of Game of Shadows
www.GameOfShadows.com1:15 PM - 1:30 PM- Salons A-B Opening Remarks
Linda Ruiz-Zaiko, President, Bridgebay Financial, Inc. Chris Bias, Senior Vice President, State Street Corporation
1:30 PM - 2:45 PM Portfolio Management Techniques Focused on Maximization of Yield
Utilization of Alternative Investments
Paul Greff, CFA, Senior Managing Director, State Street Global Advisors Vince Thornton, Vice President, State Street Global Advisors Barbara Shegog, CPA, CFA, Vice President, State Street Global Advisors
Download Handouts3:00 PM - 3:25 PM Benefits of External Portfolio Management, Selection, Investment Approach
Linda Ruiz-Zaiko, President, Bridgebay Financial, Inc. Barbara Williams, CFA, Managing Director, Bridgebay Financial, Inc.
Download Handouts3:30 PM - 4:10 PM Maximizing Portfolio Returns through Securities Lending
Rich Blackman, Vice President, State Street Securities Finance Mary Ellen Mullen, CFA, Principal, Bridgebay Consulting, LLC
Download Handouts4:15 PM - 4:55 PM Preserving Portfolio Value through Acquisitions, Transitions, and Liquidity Periods
Ross McLellan, CFA, Managing Director, State Street Global Markets
Download Handouts5:00 PM - 5:15 PM Closing Remarks 5:20 PM - 7:00 PM - Salon C Reception & Wine Raffle Santa Clara Marriott
2700 Mission College Boulevard
Santa Clara, CA 95054-1218
408-988-1500
www.santaclaramarriott.com

Contact:
Tel: 925.743.0200
Fax: 925.743.0471
email : info@bridgebay.com