Speaking Panel at 2025 TSAM Boston
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...
San Francisco Treasury Symposium
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,...
Speaking Panel at 2025 San Francisco Treasury Symposium
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...
Speaking Panel at Conference: 35th FRA Sub-Advised Funds Forum – April 8-9 | NYC
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...
Podcast Appearance – Orion’s “The Weighing Machine”
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,...
Speaking Panel at Conference: New England AFP / Andy Smock
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...
Speaking Panel at Conference: 34th FRA Sub-Advised Funds Forum
Todd Copenhaver, CFA, Deputy CIO, was a panelist discussing “OCIO – Filling the Need for Foundations, Endowments, and Pension Plans Great few days in New York...
Interview for Trends Watch: Fixed-Income Investing
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...