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Corporate Treasury Executives Seminar 2006
Thursday, September 14, 2006
Santa Clara Marriot
Salons A, B, & C

This 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.com

    1:15 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 Handouts

    3:00 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 Handouts

    3:30 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 Handouts

    4:15 PM - 4:55 PM Preserving Portfolio Value through Acquisitions, Transitions, and Liquidity Periods
  • Ross McLellan, CFA, Managing Director, State Street Global Markets

  • Download Handouts

    5:00 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

     

    Bridgebay Financial, Inc.


    Contact:
    Tel: 925.743.0200
    Fax: 925.743.0471

    email : info@bridgebay.com

    Corporate Treasury Executives Seminar 2006