CURRENT EVENTS AFFECTING CORPORATE TREASURY INVESTMENT PORTFOLIOS
Developments in the short-term markets have led to significant complications for Corporate Treasury investors. Tax reform and U.S. corporate cash repatriation have changed the way many portfolios are structured. Even though the "dust has settled" on U.S. Money Market Fund reform, European Money Market Funds are going through a similar set of changes at the end of 2018, with several important differences. In addition, rising interest rates are having a major impact on recent investment performance and investment opportunities looking ahead.
This session will examine how these themes are impacting corporate treasury teams and how investors are responding. In addition, we will discuss the steps needed to prepare an investment program for the road ahead.
Brian Buck, Executive Director, Morgan Stanley Global Liquidity
Brian Buck is a Product Specialist for Morgan Stanley's Global Liquidity team. He is responsible for the strategy, development, delivery, and marketing of short-term investment management products. This includes money market funds, ultra-short bond funds, and separately managed accounts. He joined Morgan Stanley in 2008 and has ten years of industry experience. Brian received a B.B.A in finance from the University of Notre Dame.
Location:Maggiano's Little Italy
Santana Row (Winchester at Stevens Creek), San Jose
Date:Tuesday, August 14, 2018
Time:11:30 AM - 12:00 PM Networking and Registration 12:00 PM - 1:30 PM Lunch, Presentation and Q&A