News & Appearances

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, 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 discussion on strategic approaches to managing operating cash in today’s markets.