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Monthly meeting November 21

  • 11/21/2013
  • 11:30 AM - 1:00 PM
  • Seasons 52, 2502 East Camelback Road, 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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Expanding the scope of short term investing - Floating-Rate Loans as a Source of Income and Risk Management for Treasury and Cash Managers

 

With the combination of limited investment options, zero rate environment and regulatory pressures, short term investors are actively seeking alternatives for their core cash positions.  Floating rate loans has been gaining investor attention.  Although the floating-rate loan market experienced a one-way ride in 2012, a normalization that has continued throughout the year. With fundamentals broadly in check, loans have remained in focus due to their near-par valuations, zero-like duration and floating income streams. As investors seek income alternatives at attractive price points, the run-up in credit markets has many analysts focused on rethinking traditional solutions to the income puzzle. With yields grinding lower and the market trading near par, does the attractiveness of loans remain? How does the risk/return proposition of loans compare to other market segments today? Join Chris for a discussion of these topics and more.

 

 

Partial members and guests: $30

Full members: included in annual membership

 

When you register you will pay using 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.

Presenters

Christopher J. Remington

Vice President, Institutional Portfolio Manager

 

Christopher Remington is a vice president of Eaton Vance Management, an institutional portfolio manager and director in the product & portfolio strategy group. He is responsible for product management and investment communications for Eaton Vance’s suite of fixed-income investment capabilities, with specialized coverage of floating-rate corporate loan strategies.  Prior to joining Eaton Vance in 2008, Chris served as a fixed-income product specialist for Fidelity Investments (2002-2008), where he was responsible for fixed-income investment communications and product management. Prior to Fidelity, Chris began his career with Spelman & Company (2000-2002), where he was responsible for investment product marketing and relationship management.   Chris earned a B.S. in economics and an M.B.A. in finance. He is a graduate of Clark University. His commentary has appeared in Financial Times, Bloomberg News, Money Management, Dow Jones Newswire, FundFire and SmartMoney, among other leading financial media outlets. 

John C. Donohue –

Head of Institutional Cash Management Services

 

John is Vice President and Head of Institutional Cash Management Services for Eaton Vance Investment Managers. He most recently served as Executive Vice President and Head of Liquidity Management for Dwight Asset Management where he was responsible for strategy and business development as well as investment oversight of Dwight’s Liquidity Management Team. Prior to joining Dwight in 2009, John was Managing Director and Head of Global Liquidity for Lehman Brothers and Neuberger Berman. Prior to Lehman, John was Head of the Short Duration Group at Allmerica Asset Management. He also served as a Portfolio Manager for CS First Boston Investment Management. John was recognized by iMoneyNet with a 2002 Top Manager award, a 2001 Honorable Mention award and by Lipper for the top performing US Government Money Market fund of 2002. 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 TMANE national and regional events, and global forums such as American Chamber of Commerce in Singapore. John is an active supporter of The Posse Foundation, a college access and youth leadership development program.  John earned a B.A. from Saint Anselm College and a M.B.A from Assumption College.

 

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