|Wednesday, May 16, 10:45-12:00||view all sessions this time|
|Treasurer's Track||view all sessions this track|
|902-De-Mystifying the Fixed-Income Market for Corporate Cash Managers|
|The presentation will focus on "Best Practice Observations" in corporate cash fixed income investment management. The session will review topics such as the importance of an investment policy, asset class selection, fixed income strategy & tactics, analyzing credit risk, the money market fund sector, the identification of Level 1 and Level 2 assets, managing the yield curve and optimizing returns.
|Please note: You must be a corporate treasurer, assistant treasurer, chief financial officer, vice president of finance or controller to attend Treasurer's Track sessions.|
Tashima, UBS Financial Services, Inc.
Paul Tashima has been with UBS Financial Services Inc. (by way of Kidder
Peabody) for more than 20 years, and is the head and senior portfolio manager
of the Corporate Cash Management Group. The Group focuses on providing
separately-managed, client-specific fixed income investment solutions for
institutional investors. With more than 20 full-time professionals, the Corporate
Cash Management Group customizes investment solutions consistent with their
client's investment policy parameters and working capital & liquidity needs.
In 2011, Paul Tashima was recognized in Barron’s “Top 100 Financial Advisors”
list (April), and was the #1 Financial Advisor in Registered Rep Magazine’s Top
100 Wirehouse Advisors in America (September, 2010).
Paul received his B.A. from the University of California, Los Angeles, and his MBA
from the University of Chicago Graduate School of Business. He is currently a
Visiting Committee Member of the Harris School of Public Policy at the University
of Chicago. Paul also serves on the board of Northwestern University's Girls
Varsity Volleyball team.