Conferences & Presentations
Industry Events
Opportunities for Downside Protection:
Managing Through a Pandemic Crisis
AFP National Conference
October 20, 2020
Virtual Conference
Presented by:
Peter Kaplan, CFA, SVP, Portfolio Manager
Merganser Capital Management
Ivan Troufanov, VP, Treasurer
Celonis
Nicholas Zaiko, CIMA, Principal
Bridgebay Financial, Inc.
Treasury's Role in Evaluating Target Date Funds
AFP National Conference
October 21, 2019
Boston, MA
Presented by:
Marlow Kee, Chief Financial Officer
Simmons Foundation
Ivan Troufanov, VP & Treasurer
Medidata Solutions
Nicholas Zaiko, CIMA, Principal
Bridgebay Financial, Inc.
Repositioning for Rising Rates
AFP National Conference
November 6, 2018
Chicago, IL
Presented by:
Jack Yue, Corporate Treasurer
KLA-Tencor Corporation
Jim Palmer, CFA, Chief Investment Officer
U.S. Bancorp Asset Management, Inc.
Nicholas Zaiko, CIMA, Principal
Bridgebay Financial, Inc.
Proven Partnering Practices for Best-in-Class Retirement Programs
AFP National Conference
November 5, 2018
Chicago, IL
Presented by:
Andre Mueller, CPA, Senior Manager, Global Accounting Operations
PATH (path.org)
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Mary Ellen Mullen, CFA, Principal
Bridgebay Consulting, LLC
Search for Yield, High Quality and Downside Protection for Corporate Cash Portfolios
AFP National Conference
November 5, 2018
Chicago, IL
Presented by:
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Brandon Hillstead, Senior Treasury Manager
Autodesk Inc.
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Peter Kaplan, SVP, Portfolio Manager
Merganser Capital Management
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Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
How Treasuries Use Technology
San Francisco Treasury Symposium
May 5, 2017
San Francisco, CA
Presented by:
Priscilla Yip, Treasury Analyst
salesforce.com, inc.
Nicholas Zaiko, CIMA, Senior Consultant
Bridgebay Financial, Inc.
Moderated by:
Greg Whipple, Corporate Treasury Solutions Specialist
Clearwater Analytics
Plan Sponsor Solutions for Lower Investment Fees
AFP National Conference
October 24, 2016
Orlando, FL
Presented by:
Colleen Reid, Controller
UCSF Benioff Children's Hospital Oakland
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Scaling Treasury Infrastructure
for Rapid Growth
AFP National Conference
October 25, 2016
Orlando, FL
Presented by:
Nancy Mar, Ph.D., Corporate Treasurer
Pure Storage, Inc.
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Ivan Troufanov, Director, Assistant Treasurer
NetSuite
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Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Managing Corporate Cash at
Fast Growing Companies
AFP National Conference
October 20, 2015
Denver, CO
Presented by:
Peter Shen, Assistant Treasurer
Gilead Sciences
Kurt Zumwalt, Treasurer
Amazon.com
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Managed Accounts in 401(k) Plans
AFP National Conference
November 5, 2014
Washington DC
Presented by:
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Establishing an International Investment Program and Policy Statement
AFP National Conference
November 5, 2014
Washington DC
Presented by:
Ivan Troufanov, Assistant Treasurer
BioMarin Pharmaceutical Inc.
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Patrick Barbe, Head of Eurozone Fixed Income
BNP Paribas Investment Partners
An Evaluation of Target-Date Funds for the Salesforce.com 401(k) Plan
AFP National Conference
October 30, 2013
Las Vegas, NV
Presented by:
Randy L. Murphy, Sr. Manager, Equity Compensation
salesforce.com, inc.
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Current Trends in Securities Selection
for the Corporate Portfolio
San Francisco Treasury Symposium
May 20, 2013
San Francisco, CA
Presented by:
Ivan Troufanov, Sr. Manager, Global Capital Markets
salesforce.com, inc.
Albert Huang, Senior Treasury Manager
Scott B. Warner, Head of Fixed Income Product Management
Northern Trust Asset Management
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Inflation Protection: It's Not Just About TIPS
March 13, 2013
Presented by:
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Plans Sponsored by Governments, Churches and Other Tax Exempt Organizations
Western Pension & Benefits Conference
July 18, 2012
Seattle, WA
Presented by:
Scott Ann Setzer
Polycomp Administrative Services
Mary Ellen Mullen, CFA, Principal
Bridgebay Consulting, LLC
Scott E. Galbreath
Chang Ruthenburg & Long PC
How to Select a Bundled DC Service Provider
Pensions & Investments
​​June 20, 2012
Webinar
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Presented by:
Robert Steyer, Defined Contribution Reporter
Pensions & Investments
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Kevin Marpoe, Director, Investor Relations & Investment Management Treasury Services
Highmark, Inc.
Design Trends in QDIA After the Financial Meltdown
AFP National Conference
November 3, 2011
Boston, MA
Presented by:
Patrick Baumann, Assistant Treasurer
Harris Corporation
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Ashish Gandhi, Product Mgr. DC Solutions
Northern Trust
Finding Value Beyond Money Market Instruments
San Francisco Treasury Symposium
October 20, 2011
San Francisco, CA
Presented by:
Nancy Mar, Sr. Treasury Analyst
Altera Corporation
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Scott Warner, VP - Senior Portfolio Manager
Northern Trust
DC Plan Fee Transparency: Fiduciaries Managing Costs
AFP National Conference
November 9, 2010
San Antonio, TX
Presented by:
Randy Murphy, Manager, Global Equity Plans
salesforce.com, inc.
Linda Ruiz-Zaiko, President
Bridgebay Financial, Inc.
Investment Traps and Risks
San Francisco Treasury Symposium
September 24, 2010
San Francisco, CA
Presented by:
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Nicholas Zaiko, Investment Consultant
Bridgebay Financial, Inc.