C-Suite Breakfast: Cash Balances and Investments

When:  Sep 29, 2017 from 07:30 to 11:00 (CT)

Who: C-Suite Executives

Fee:  Complimentary 

CAE Credit Hours: 2

This session is intended to help Director-to-CEO-level healthcare executives better manage finances by examining:
  • Short-term investment solutions in a rising-interest-rate enviornment. 
  • Investment trends among BMO Global Asset Management Fixed Income Clients. 
  • Fixed Income market overview and thoughts.
The session will also feature:
  • Paticipant discussion about "How much to reinvest back into the association."
  • Q&A session  
About the Speaker:
Peter Arts, manages the BMO Taxable Fixed Income Team, overseeing assets in short-duration taxable bond funds, stable value, securities lending, private debt products, offshore funds and separately managed accounts. He is the lead manager of the BMO Prime Money Market Fund, the BMO Government Money Market Fund, the BMO Short-Term Income Fund and related portfolios. He is co-manager of the BMO Tax-Free Money Market Fund. Peter also serves on the Investment Committee, the Risk Committee and the New Business Committee.
Peter joined the company in 1994 as a portfolio manager specializing in securities lending portfolios, as well as 2a-7/ultra-short mutual funds. Previously, he was on the BMO Capital Markets foreign exchange and derivatives trading desk. He also worked in fixed income and equity sales at Lehman Brothers. He holds an M.B.A. in finance from DePaul University and a B.A. in finance from Loras College.
BMO Global Asset Management
With offices in 24 cities in 14 countries, serving clients across four continents, BMO Global Asset Management offers complete investment advisory solutions and multidisciplinary asset management strategies to institutions, investment consultants and retail investors.  With approximately $234 billion in assets under management (as of March 31, 2017), BMO has capabilities in an array of investment styles and in both fundamental and quantitative approaches.
Note: This program is not endorsed, accredited, or affiliated with ASAE or the CAE program.  Applicants may use any program that meets eligibility requirements in the specific timeframe towards the exam application or renewal. There are no specific individual courses required as part of the applications – selection of eligible education is up to the applicant based on his/her needs.
The C-Suite Breakfast is proudly sponsored by BMO Harris Bank


10 S Riverside Plz Ste 800
Chicago, IL 60606-3709