Time to tee off our first ICD Exchange in Charlotte! Join ICD and your fellow treasury practitioners, investment providers and market experts for a lively discussion before moving on to an immersive minigolf experience at The Puttery. Secure your spot today as space is limited.

ICD Exchange is approved for 1.2 CTP and FP&A recertification credits.

The Puttery

210 Rampart St.
Charlotte, NC 28203

SCHEDULE

4:30pm: Networking Reception
5:30pm: ICD Presentation and Treasury Panel
6:30pm: Dinner followed by tee time

PANELISTS

Jonathan Carpenter

Fixed Income Trader, US Bancorp

Jonathan is responsible for assisting in the day-to-day trading of the money market and institutional custom cash portfolios. He began his financial industry career in 2011. Prior to joining the firm in 2012, Jonathan worked as a global trade representative at U.S. Bank Global Services. Previously, Jonathan worked as a senior trade support analyst on U.S. Bancorp Asset Management’s operations desk.

Meredith Little

Client Account Executive,
Kyriba

Meredith Little is a Client Account Executive for Kyriba Corporation, an international company that facilitates enterprise cash and liquidity management for global CFOs and financial leaders. After acquiring her masters in education from North Carolina State University, Meredith moved into educational technological sales. While being promoted through several companies, Meredith grew her treasury knowledge and connection with clients.

Mindy Tran

Chief Investment Officer, Western Asset

Mindy Tran is a Trader at Western Asset. She has 22 years of industry experience and is based in the New York office. In her current role, Mindy presides over the 2A7 and offshore prime money market funds as a member of the Liquidity Team. Before transitioning to the Liquidity team, she worked as a portfolio analyst on the Municipal desk. Prior to joining the Firm in 2006, she was Assistant Vice President with Citigroup Asset Management.

John Iborg

Short Duration Investment Specialist, HSBC

John Iborg is a short duration investment specialist at HSBC. John joined HSBC from KKR, where he served as the head of cash management within the firm’s treasury department. John has also spent 5 years in multi-asset portfolio management at a quantitative asset manager, and 5 years in sell-side interest rate research at J.P. Morgan, where his focus was primarily on short duration fixed income markets.

This event is by invitation only for ICD, event co-sponsors, ICD clients and prospective clients. Space is limited.
Approved for up to 1.2 CTP recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

The health and safety of our community is our top priority.
This event will follow local and national health guidelines.