Devise, Implement and Track Better Investment Strategies in a New Economic Environment
SVB Asset Management Invites Tech Treasurers and CFOs to its Investment Strategy Symposium
BOSTON, April 5 /PRNewswire-FirstCall/ -- Silicon Valley Bank, the parent company of SVB Asset Management and financial partner to technology and life science companies worldwide, will host an educational session on best practices for corporate cash investment strategies for treasurers and CFOs of New England-based companies on Wednesday, April 7, 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 any treasury department:
- 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 Silicon Valley Bank in Newton, MA, free of charge. Attendees are 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 SVB Financial Group
For nearly three decades, SVB Financial Group and its subsidiaries, including Silicon Valley Bank, have been dedicated to helping entrepreneurs succeed. SVB Financial Group is a financial holding company that serves companies in the technology, life science, venture capital and premium wine industries. Offering diversified financial services through Silicon Valley Bank, SVB Analytics, SVB Capital, SVB Global and SVB Private Client Services, SVB Financial Group provides clients with commercial, investment, international and private banking services. The company also offers funds management, broker-dealer transactions and asset management, as well as the added value of its knowledge and networks worldwide. Headquartered in Santa Clara, Calif., SVB Financial Group (Nasdaq: SIVB) operates through 27 offices in the U.S. and international operations in China, India, Israel and the United Kingdom. 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 SVB Financial Group
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