ICD Quarterly Edge
Client Conference
Events
Fund Commentary
Client Conference Schedule of Events

Wednesday, April 20th
12:00pm - 1:30pm:
Keynote Address Luncheon - Richard Golod, Invesco
Market Trends to Watch For in the Second Half of 2011
2:00pm - 2:30pm:
break
2:30pm - 4:00pm:
Jeff Jellison, CEO, ICD, North America
Tom Knight, SVP, Treasurer, ICD
Corporate Treasury Best Practices
2:15pm - 2:30pm:
break
4:00pm - 5:30pm:
Fund Company Reception

 

Thursday, April 21st
8:00am - 9:00am:
Breakfast
9:00am - 10:00am:
Panel Discussion
Moderator – Jeff Jellison, CEO, North America, ICD
Peter Crane - President & CEO, Crane Data
Dawn Guffey - EVP/CIO, BNY Mellon/Dreyfus
MMF Regulatory Updates
10:00am - 10:15am:
break
10:15pm - 11:15pm:
Tory Hazard, COO & CFO, ICD
Mark Heyner, CTO, ICD
The Future of Portal Technology
11:30pm - 6:00pm:
2011 ICD Golf Tournament
Spa Activities – Rosewood Sandhill Resort
7:00pm:
Evening Reception

 

Friday, April 22nd
8:00am - 10:00am
Breakfast
 
Institutional Cash Distributors (ICD Funds) is an online portal (aka trading portal or money market portal) assisting investors in their liquidity management for money market funds and treasury solutions. A corporate treasury department's most important responsibilities are the preservation of capital, liquidity and yield when making short-term investments - in that order of importance. In order to perform these critical functions treasurers must evaluate counter-party exposure, headline risk and country exposure by analyzing WAM, WAL, credit default swaps, CDS spreads, etc. And they must take into consideration the investment guidelines as determined by their board's investment policies. As well, ICD offers a variety of investment types from shorter term money market funds to separately managed accounts SMAs. ICD's mission is facilitating exposure analytics intelligence-based highly diversified investment strategies for its corporate treasury clients and finding ways to provide risk management.