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Monthly meeting February 17

  • 02/17/2016
  • 11:30 AM - 1:00 PM
  • Seasons 52 , 2502 E Camelback, Phoenix 85016

Registration

  • This option is for members who prepaid for meetings.
  • If you need to pay by check, please fill out the form on the Manual Registration page
  • This option is for members who did not prepay for meetings.

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Now is the time to add or renew your annual membership to take advantage of the $50 early bird discount!

Wednesday, February 17, 2016 11:30 a.m.- 1:00 p.m.
Seasons 52
2502 E Camelback Road, Phoenix 85016

Shaping the Future: Money Market Reform    

 

The world of cash management has changed forever. As investors prepare for money market fund reform, it is necessary to take a fresh look at short term investment policies, sectors to consider and the material risks that may be associated with these reform actions. Coupling those considerations with the backdrop of an increase in the Federal Funds rate, now is the time to reevaluate cash management investments and goals. Our discussion at this luncheon will focus on where to find value utilizing lessons from the past to preserve the capital in the future.

 

John C. Donohue
Managing Director, Head of Liquidity Management, RBC Global Asset Management

John Donohue leads institutional distribution efforts to position RBC GAM as an industry leader in liquidity management. John has spent the majority of his career in the short duration fixed income space, holding leadership roles within both portfolio management and distribution.  John joined RBC GAM-US in January 2015 from Eaton Vance, where he was the Director of Institutional Cash Management Services.  Prior to this, he held senior level positions at Dwight Asset Management, where he was Executive Vice President, Head of Liquidity Management and Neuberger Berman (formerly Lehman Brothers Asset Management), where he was Chief Investment Officer, Head of Global Cash Strategies. John is a member of the iMoneyNet Money Market Advisory Board and Conference Faculty. He is also a frequent presenter at industry conferences such as Association of Financial Professionals events, and global forums including the American Chamber of Commerce in Singapore. John earned a BA from Saint Anselm College, an MBA from Assumption College and holds FINRA Series 7 and 63
licenses.

 

Brandon T. Swensen, CFA
Co-Head, U.S. Fixed Income, RBC Global Asset Management

Brandon Swensen oversees fixed income research, portfolio management and trading. In addition to shaping our overall fixed income philosophy and process, he is a portfolio manager for several of our cash management and core solutions. Brandon joined RBC GAM-US in 2000 and most recently was a portfolio manager on the mortgage and government team before being promoted to Co-Head. He also held research analyst positions covering asset-backed securities and credit and served as a financial analyst for the firm. Brandon earned a BS in finance from St. Cloud State University and an MBA in finance from the University of St. Thomas. He is a CFA charterholder and member of the CFA Society of Minnesota.

 

Regular members: $35

Guests: $55
Full members: included in annual membership
Members will also vote for the 2016-2017 AFPA Board at this meeting.

Payment is by PayPal. If you need to pay by check, please register with check payment and then complete the form on the Offline Meeting Registration tab of our web site.

Please register even if you have a full membership so that we have an accurate attendee count.

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