Time to Put the Pieces Together
The Treasury Investment Managers’ Peer Group 2 (TIMPG2) gathers next month at the San Francisco offices of host and sponsor DWS (formerly Deutsche Asset Management). Tax reform and rising interest rates will be among the key topics at the meeting.
Big Picture: Setting the stage and dissecting tax reform and other issues of interest in Washington will be Frank Kelly, Deutsche Bank’s managing director & global coordinator, public affairs. Joining Mr. Kelly will be Josh Feinman, chief global economist at DWS, to discuss the global economic realities that investment managers are facing. Against this backdrop, members will have the opportunity to share with each other plans for capital structure and allocation in the wake of tax reform.
Smaller Picture: Then we’ll shine a light on investment portfolios, and members will hear from DWS sector specialists how funds should be allocated, given that many members are the recipients of newly repatriated cash. Members will also review some portfolio benchmarking data from the annual member survey. It is always helpful for members to see what other corporations allow under their investment policies and which sectors members are choosing to invest in. Closing out the day will be the member open forum, a great chance for members to address questions not on the agenda. Read more about investment strategies here.
Ease the Pain. A large frustration for investment managers is finding a mechanism to bring data together from multiple systems. The group will hear how one NeuGroup member company is finding relief using a solution from Tableau Software. More than ever, members will be called on by senior management to discuss and make sense of the investment portfolio. So they’ll gather in working groups to share the best mechanisms they’ve found to engage senior leadership and demonstrate the value they have added to the investment process.
We’re excited about this busy day and a half. The picture has become more clear in the wake of tax reform. Now members can start to put the pieces of the puzzle together. This meeting, we hope, will give them a leg up in filling in any blank spaces.
For more than two decades, NeuGroup has led the way in peer knowledge exchange for treasury and finance professionals. With an unrivaled network of 18 invitation-only peer groups, NeuGroup facilitates over 30 face-to-face meetings to inform actions, transform practices, and enhance careers for more than 400 members from across treasury and finance functions, covering multiple industries and global regions. Visit www.Neugroup.com for more information about peer groups and www.iTreasurer.com for content and news.