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

Speaking Panel at Sub-Advised Fund Forum in New York City Merganser’s Deputy CIO and Portfolio Manager, Todd Copenhaver, CFA will be a panelist in the discussion “Opportunities in the Fixed Income Space” at the 35th FRA Sub-Advised Funds Forum April 8th in NYC. He will be accompanied by Rob Balkema, CFA of Russell Investments, Sari

Navigating Volatility in the Interest Rate Markets with Merganser Capital Management’s Andy Smock Air Date: December 5, 2023 On  “The Weighing Machine” podcast, featuring Orion Chief Investment Officer Rusty Vanneman, CFA, CMT, BFA, Orion cuts through the market clamor and focus on time-tested principles that help financial advisors and investors reach their long-term financial goals.

Conference Agenda Item 3:45-4:45- Concurrent Sessions 106-Optimizing Your Fixed Income Portfolio While Minimizing Reinvestment Risk Asset Management The Federal Reserve raised interest rates by 425 bps in 2022, to a range of 4.25% to 4.50%. This was one of the most aggressive starts to a tightening cycle in the last 40 years and the Fed

Todd Copenhaver, CFA, Deputy CIO, was a panelist discussing “OCIO – Filling the Need for Foundations, Endowments, and Pension Plans  

What is your outlook for fixed-income investing? This week, Elana talks with Todd Copenhaver, Principal & Deputy CIO, Merganser Capital Management.  After a historically difficult 2022, the prospects for investment-grade fixed-income look much more balanced. The rise in interest rates has brought more income potential to the table than we have seen in quite some