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 Export to Your Calendar 7/16/2020
When: Thursday, July 16, 2020
Where: Webinar
United States

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TMAC Webinar - Thursday, July 16, 2020

PRESENTATION

An exclusive opportunity for TMAC members

State of the Liquidity Markets - Interactive Webinar

The past several months have proved to be a dynamic and challenging time for treasury professionals.  Many organizations and their treasury departments have a wide range of questions as they navigate this environment, assess risk, evolve their strategy and reposition for the second half of 2020.

While there is no shortage of information being produced right now, it can be difficult to cut through the clutter and have your questions answered in real time.

As part of your affiliation with the Treasury Management Association of Chicago (TMAC), you are invited to join Will Goldthwait, Global Cash and Fixed Income Portfolio Strategist from State Street Global Advisors and Peter Yi, Director of Short-Duration Fixed Income from Northern Trust as they address the pertinent topics impacting the short-term markets and answer questions from Treasurers including:

  • Making sense of central bank action: What are the short, medium and long-term impacts?
  • 2020 rate expectations and possibility of negative rates
  • Liquidity in the markets, fund flows, bill supply, and quantitative easing
  • Risks and opportunities for Treasurers
  • What are other treasury teams doing?
SPEAKERS

William A. Goldthwait, State Street Global Advisors

Will is a Vice President and Portfolio Strategist at State Street Global Advisors. He is a member of the Global Cash and Global Fixed Income Investment Management Teams. Will is responsible for the communication of cash and fixed income investment strategy and performance to clients, consultants and prospects. He covers multiple sectors and vehicles, including both active and indexed fixed income.

Prior to joining State Street Global Advisors in 2014, Will spent time on both advisory and brokerage sides of the business. Most recently, he was part of Royal Bank of Scotland's Institutional Fixed Income Sales team and Merrill Lynch's Institutional Money Market Sales Team. Prior to Merrill Lynch, Will worked as a Money Market Portfolio Manager and Fixed Income Trader for Columbia Management and Fleet Investment Advisors.

Will received his BA from Roanoke College and has his Series 7 and 63 Securities License.

Peter Yi, Northern Trust Asset Management

Peter Yi, Senior Vice President at Northern Trust Asset Management, is Director of Short Duration Fixed Income. In this capacity, Peter manages the teams responsible for Northern Trust's registered money market mutual funds, short term investment funds, ultra short fixed income funds, separately managed institutional client mandates and securities lending cash reinvestment. His daily responsibilities are to develop and oversee strategies for the short duration fixed income business. Peter is also a senior portfolio manager for the money market funds within the Northern Institutional Funds and Northern Funds families.

Peter is a member of the Northern Trust Interest Rate Strategy Committee, Northern Trust Investment Policy Committee, Asset Management Credit Risk Management Committee, Collateralized Products Risk Committee and the Securities Lending Governance Committee. He also serves on the Money Market Advisory Committee for the Investment Company Institute and is a frequent speaker at industry conferences.

Peter received a bachelor's degree from the University of Michigan and an MBA from the University of Chicago Booth School of Business. He is a CFA® Charterholder and a member of the CFA Institute and Investment Analysts Society of Chicago.

Kevin Zimmerman, State Street Global Advisors

Kevin is a Vice President at State Street Global Advisors where he is responsible for the relationship management and distribution efforts of SSGA's global cash products to the central region of the United States. He has over 19 years of institutional asset management experience and has spent his entire career in the cash and short-term fixed income markets.

Prior to joining SSGA, Kevin held positions at Eaton Vance, Lehman Brothers, Morgan Stanley, and Goldman Sachs. Kevin earned a BA from Taylor University and his MBA in Finance from Northwestern University's Kellogg School of Management. He is actively involved in the Association of Financial Professionals and holds Financial Industry Regulatory Authority (FINRA) Series 7 and 66 licenses.