Conferences & Presentations

Industry Events

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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

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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

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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

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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)

Mary Ellen Mullen, CFA, Principal

Bridgebay

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Search for Yield, High Quality and Downside Protection for Corporate Cash Portfolios

AFP National Conference
November 5, 2018
Chicago, IL

Presented by:

Brandon Hillstead, Senior Treasury Manager

Autodesk Inc.

Peter Kaplan, SVP, Portfolio Manager

Merganser Capital Management

Linda Ruiz-Zaiko, President

Bridgebay

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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

               

Moderated by:

Greg Whipple, Corporate Treasury Solutions Specialist

Clearwater Analytics

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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

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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.

Ivan Troufanov, Director, Assistant Treasurer

NetSuite

Linda Ruiz-Zaiko, President

Bridgebay

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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

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Managed Accounts in 401(k) Plans

AFP National Conference

November 5, 2014

Washington DC

Presented by:

 

Linda Ruiz-Zaiko, President

Bridgebay

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


Patrick Barbe, Head of Eurozone Fixed Income
BNP Paribas Investment Partners

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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

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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

LinkedIn


Scott B. Warner, Head of Fixed Income Product Management

Northern Trust Asset Management


Linda Ruiz-Zaiko, President

Bridgebay

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Inflation Protection: It's Not Just About TIPS

March 13, 2013

Presented by:

 

Linda Ruiz-Zaiko, President

Bridgebay

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

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How to Select a Bundled DC Service Provider

Pensions & Investments

​​June 20, 2012

Webinar

Presented by:


Robert Steyer, Defined Contribution Reporter

Pensions & Investments

               

Linda Ruiz-Zaiko, President

Bridgebay

               

Kevin Marpoe, Director, Investor Relations & Investment Management Treasury Services

Highmark, Inc.

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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

 

Ashish Gandhi, Product Mgr. DC Solutions

Northern Trust

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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

               

Scott Warner, VP - Senior Portfolio Manager

Northern Trust

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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

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Investment Traps and Risks

San Francisco Treasury Symposium
September 24, 2010
San Francisco, CA

Presented by:

 

Nicholas Zaiko, Investment Consultant

Bridgebay

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