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June 2008 Meeting
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PHILADELPHIA ASSOCIATION FOR FINANCIAL PROFESSIONALS

BUSINESS CARD EXCHANGE

RUTH AND RAYMOND PERELMAN BUILDING

THURSDAY, JUNE 12, 2008

PHILADELPHIA MUSEUM OF ART

FAIRMOUNT AND PENNSYLVANIA AVENUES
PHILADELPHIA PA 19130

 

 

The premiere social and networking event on the Philadelphia AFP’s calendar is the Business Card Exchange. This year we are holding our annual summertime event at the Ruth and Raymond Perelman Building of the Philadelphia Museum of Art.

 

Opened in September 2007, the Perelman Building is the first major expansion of the Art Museum. GOPHILA.COM says: “Enthusiasts of fashion and modern design will relish a visit to the newly opened Ruth and Raymond G. Perelman Building.” And, ABOUT.COM calls it: “An exciting new era for the Philadelphia Museum of Art began on Saturday, September 15, 2007 with the official opening of the Ruth and Raymond G. Perelman Building….It is among the most distinctive architectural structures near the Benjamin Franklin Parkway, featuring one of the city's most elaborate Art Deco facades.” and

Two of the major exhibits in the Perelman Building will be open throughout the evening for your enjoyment: Fashioning Kimono: Art Deco and Modernism in Japan and Transcending the Literal: Photographs by Ansel Adams from the Collection.

Bring lots off business cards with you on THURSDAY, June 12 and have a fun evening of networking with your friends in treasury. And, to make a perfect night even better, we’ll even throw in a little education with a presentation by Mark O. Conner, Investing Corporate Cash.

Reserve your spot now as space is limited. Current PAFP members receive first priority. Non-members can guarantee their spot and avoid being placed on a waiting list by joining the PAFP for the rest of 2008 for only $75.00.

 

EVENING'S AGENDA:

  • 3:30 - 3:45: Sign-In
  • 3:45 - 4:45: Presentation
  • 5:00 - 7:00: Networking

 

Investing Corporate Cash: Time to Up Your Game.

The recent tumult and duress in the money markets since last summer has left corporate cash investors with red faces, headaches, and lingering worries. They bailed out of many traditional money market investments and piled into treasuries. The panic seemed to have been caused by unforeseeable conditions, but that was not the case. The primary cause for the panic and discomfort was two-fold: 1. providers did not educate their clients, and, 2.iInvestors did not fully understand their responsibility as large-scale investors.

Eventually, corporate cash investors will re-emerge from their havens and apply a more rational approach to investing. But before that happens, corporate cash investors and those who serve them must begin to take the process much more seriously than in the past. This presentation will help you to understand how you can sharply improve how you go about investing your company’s cash.


Mark O. Conner

Principal

Corporate Treasury Investment Consulting LLC
 

Mark Conner has been advising fixed income investors since 1983. His exclusive focus since 1988 has been serving corporate cash investors. His career began with Alex. Brown and Sons, where Mark advised corporate clients and managed the cash portfolios of many newly public corporations, including software, healthcare, transportation, telecommunications, and biotechnology companies. While with Alex. Brown, Mark was a member of the Credit Committee of the former Flag Investors family of money market mutual funds (now Deutsche Asset Management.)

Mark also served as a Senior Vice President and Corporate Cash Director of Citigroup Smith Barney for eight years where he assisted clients in the effective investment of more than $11 billion, working with companies ranging in size from start-ups to Fortune 100 companies. More recently, Mark was a Director of Credit Suisse Securities (USA) LLC where he helped Credit Suisse extend its corporate cash services to the global bank's clients.

Mark is a member of the Association for Finance Professionals and has lectured in many venues on the subject of short term, fixed income investing. He has helped AFP members prepare for the CTP exam through classes sponsored by the Mid Atlantic Association for Finance Professionals and is a regular contributor to the AFP Discussion List where he offers helpful recommendations to practitioners. He has been quoted on the subject of short-term investing in numerous financial news venues and has contributed to the AFP’s Exchange magazine.

Mark is a 1982 graduate of Loyola College in Maryland and holds a bachelor's degree in Business Administration. Mark also runs an outreach program for at-risk children of Baltimore City and is a board member of a non-profit working to improve environmental conditions in the Chesapeake Bay region.

Driving directions to the Perelman Building.

Parking information at the Perelman Building.

Public transit to the Perelmand Building.

 


 

Registration Information:

Free to 2008 PAFP registered members

$35.00 for guests

 

2008 membership registration: $75.00, includes membership for the rest of 2008 and the Business Card Exchange

(complete the membership registration first and then register for the Business Card Exchange!)

 

 

 

 

 

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Calendar

5/5/2015
PAFP Trea$ury Initiatives 2015 Conference

6/25/2015
JUNE 2015 OPEN MEETING

9/2/2015
SEPTEMBER 2015 OPEN MEETING

10/28/2015
OCTOBER 2015 OPEN MEETING

12/9/2015
DECEMBER 2015 OPEN MEETING

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