May 13 | 3 - 4:00 PM ET
Credits: CTP/CCM: 1.2 | FPAC: 1.2 | CPE 1.2 | CPE Field of Study: Finance
Learning Objectives
- Understand how to assess risks, evaluate credit quality, and implement best practices for cash investments in an unpredictable market.
- Apply strategies to build a robust investment plan that minimizes risk and ensures financial stability.
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Webinar Description
Every organization, from local businesses to global corporations, has a unique approach to delivering value. Similarly, each investment portfolio requires a tailored strategy. In a world shaped by unpredictable events-such as bank collapses, interest rate shifts, geopolitical tensions, and M&A activity-investors must assess opportunities with precision. This session provides a solid framework for navigating uncertainty, understanding risks, assessing credit quality, and applying best practices for cash investments. Attendees can expect actionable insights on creating a robust investment plan that minimizes risk, ensures financial stability, and safeguards against potential losses.
Speakers
Kevin Fitzgerald
Managing Director
BlackRock
Jamie Cortas
Director, Global Investment Management
Dell Technologies
Len Brooks, CTP
Senior Vice President, Treasurer
Regeneron Pharmaceuticals, Inc.