How to Create Better Investment Strategies in a New Economic Environment
SVB Asset Management Invites Seattle's Tech Treasurers and CFOs to its Investment Strategy Symposium
SEATTLE, April 26 /PRNewswire-FirstCall/ -- Silicon Valley Bank, the parent company of SVB Asset Management and financial partner to technology and life science companies worldwide, invites treasurers and CFOs of Seattle area technology and life science companies to participate in an education session on best practices for corporate cash investment strategies on Tuesday, May 4, 2010 from 8:00-11:45 a.m.
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"The state of the economy has significantly revised the plans, and in some cases the roles of most corporate cash managers. With entirely new levels of investment transparency, risk oversight, and asset manager accountability at their disposal, it is a great time to reassess investment strategies," said Adam Dean, President of SVB Asset Management, a non-bank affiliate of Silicon Valley Bank with more than $5.6 billion under management. "We manage cash investments for hundreds of technology and life science companies and recognize the needs of many managers to step back occasionally and think broadly about their investment policies and strategies. This event will give many companies that opportunity."
Adam Dean, president, and Joe Morgan, Chief Investment Officer, of SVB Asset Management will specifically address several actionable topics for technology company treasury departments:
- Improve treasury professionals' ability to assess and communicate their investment strategy, risks, and expected returns with a comprehensive review process
- Minimize unknown risks by creating a risk framework
- Create and update a successful credit monitoring processes geared specifically toward corporate cash management
- Develop and implement an appropriate investment strategy accounting for all market influences
- Formulate an investment policy that leverages these tools
Interested treasurers and CFOs may get more detailed information and register for this event online.
It will be held at the Columbia Tower Club free of charge. Attendees are also eligible for 3.5 Association for Financial Professionals CTP re-certification credits.
With a singular focus on corporate cash, SVB Asset Management is not distracted by managing high-net worth assets or other core fixed-income strategies. It is independent, does not underwrite securities, and has no inventory bias or divided loyalties between issuers and investors. SVB Asset Management's consultative approach aligns a conservative, benchmarked investment process with its clients' business objectives. As an SEC Registered Investment Advisor, SVB Asset Management maintains a strict fiduciary duty, and provides complete visibility into risk, return, strategy and treasury accounting. Learn more.
About Silicon Valley Bank
Silicon Valley Bank is the premier commercial bank for companies in the technology, life science, venture capital, private equity and premium wine industries. SVB provides a comprehensive suite of financing solutions, treasury management, corporate investment and international banking services to its clients worldwide. Through its focus on specialized markets and extensive knowledge of the people and business issues driving them, Silicon Valley Bank provides a level of service and partnership that measurably impacts its clients' success. Founded in 1983 and headquartered in Santa Clara, Calif., the company serves clients around the world through 27 U.S. offices and international operations in China, India, Israel and the United Kingdom. Silicon Valley Bank is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital, SVB Global and SVB Private Client Services. More information on the company can be found at www.svb.com.
Banking services are provided by Silicon Valley Bank, a member of the FDIC and the Federal Reserve System. SVB Financial Group is also a member of the Federal Reserve System. Asset management services are offered through SVB Asset Management, a non-bank affiliate of Silicon Valley Bank and registered investment advisor. Products offered by SVB Asset Management are not FDIC insured, are not deposits or other obligations of Silicon Valley Bank, and may lose value.
SOURCE Silicon Valley Bank
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