TSAM Boston June 2, 2025 Fireside chat: Building the future in-house for seamless scalability – Trasnforming digital operations with custom platforms Moderator: Joel Roberts, Chief Executive Officer, Brescor Wealth Advisory Speakers: Zhan Zhang, Head of AI & Risk Analystics, Polen Capital Management Jeffrey Addis, Chief Operating Officer, Merganser Capital Management  

Thank you to everyone who joined our May 15 panel, “Investment Strategies for Operating Cash” at the San Francisco Treasury Symposium! Cameron Bowen, CFA, CPA, Gloria Chen, Todd Copenhaver, CFA, and John Clavin shared insights on building durable IPS frameworks, securing executive buy-in, and optimizing returns with high-quality fixed income assets. It was a great

Conference Agenda Item May 15, 2025 10:10 AM-11:00 AM PT Investment Strategies for Operating Cash: Expanding the Opportunity Set for Success Join treasury experts and the CIO of Merganser Capital Management for an in-depth discussion on crafting a resilient investment strategy for operating cash. This session will explore how to build a durable Investment Policy