Thursday, February 24 10AM PT | 1PM ET
In 2022 we find ourselves in transition, anticipating the impacts that changes in interest rates, labor markets, and business will have on cash, liquidity and investments. How will treasury teams respond to the challenges and opportunities that change will bring, while operating more efficiently and effectively?
Join guests from ICD, an independent portal provider of money market funds and other short-term investments, and Merit Energy Company, who will walk you through market expectations and best practices in cash investing during this LeanUp virtual meeting.
You’ll gain insights into:
- Investor expectations on the year ahead
- Investment opportunities in a rising rate environment
- Technologies for optimizing liquidity and investments
Senior Financial Analyst in Treasury
Merit Energy Company
Merit Energy Company is a private oil and gas company located in Dallas, TX. In her current role, Allie focuses primarily on cash and investments as well as credit facility management. Allie began her career at EY working in their Professional Practice Department as a National Assurance Researcher. Allie graduated from Baylor University in 2016 with her Master of Accountancy and BBA in Mathematics and Accounting.
EVP, Global Trading and Products
Sebastian leads ICD’s Global Trading Operations and investment product lineup. He is instrumental in the ongoing development of ICD Portal and ICD’s patented, award-winning, exposure analytics application, Transparency Plus®, which he co-invented. Prior to ICD, he supervised the NSCC Trade Desk at Columbia Management and was an associate in Equity Operations at SG Cowen.
Chief Marketing Officer
Justin’s deep domain experience in treasury spans 20 years, leading and growing technology companies, including ICD, Reval and Thomson Financials’ Corporate Treasury Services. He also led and integrated multiple acquisitions, including Selkirk Technologies, FXpress and EcoFinance and successfully brought several leading solutions to market, such as Thomson ONE Treasury, Treasura and Reval’s Treasury & Risk Management solution.
This meeting is open to members and non-members of LeanUp. Please register below to join.