We want to hear from you! Have an idea for a presentation topic or speaker? Email vp@wiafp.org

Upcoming events

    • 15 May 2019
    • 11:30 AM - 1:00 PM (CDT)
    • Fleming's Prime Steakhouse & Wine Bar (15665 W Bluemound Rd, Brookfield WI 53005)
    • 42
    Register

    MORGAN STANLEY CASH MANAGEMENT - 2019 OUTLOOK & INVESTMENT OPPORTUNITIES 


    Matt Terhune, Vice President, Morgan Stanley

    Brian Buck, Executive Director, Morgan Stanley 

    Discussion will focus on the interest rate environment and what to expect for 2019 with Fed decisions. We will also discuss the various investment solutions available to corporates that will allow them to take advantage of the current landscape. Lastly, we will touch on trends of what others are doing in the cash space. 

    Matt Terhune, Vice President
    Matt is a member of the Institutional Liquidity team focusing on providing short-term fixed income strategies to institutional clients. He joined Morgan Stanley in 2014 and has 10 years of industry experience. Prior to joining the firm, Matt was a money market sales associate at Standard Chartered Bank. Matthew received a B.S. in engineering from Pennsylvania State University. He holds his Series 7 and 63 registrations.

    Brian Buck, Executive Director
    Brian is a Product Specialist for Morgan Stanley’s Global Liquidity team. He is responsible for the strategy, development, delivery and marketing of short-term investment management products including money market funds, ultra-short bond funds, and separately managed accounts. He joined Morgan Stanley in 2008 and has 10 years of industry experience. Brian received a B.B.A. in Finance from the University of Notre Dame.


    MEMBERS - REMINDER - BRING A CORPORATE FOR FREE


    Schedule of Events:
    Networking 11:30am - 12:00pm, Presentation & Lunch 12:00pm - 1:00pm

    Lunch will include salad, your choice of three entrée options (selected during registration process), two family-style side dishes, and dessert

    Virtual Attendees – Conference call details and presentation material will be emailed to you after registration closes. Presentation will begin at 12:00pm.

    A few reminders…

    • Unable to attend a meeting for which you have registered? Substitutes are welcome! Otherwise, we ask that you cancel your registration or send an email to secretary@wiafp.org
    • Have an idea for a presentation topic or speaker? Email vp@wiafp.org
    • General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org
    • Registration closes 48 hours before event; late registration requests can no longer be accommodated (Monday, May 13th at 2:00pm)

2018 - 2019 Meeting Schedule

October 29, 2018 Bucks Tour & Game

November 28, 2018

December 19, 2018

January 16, 2019

February 20, 2019

March 13, 2019

April 17, 2019

May 15, 2019

Lunch Meeting Venue

Fleming's Prime Steakhouse

Brookfield Square

15665 W Bluemound Road

Brookfield WI 53005

General questions or comments about WIAFP? We want to hear from you! Email info@wiafp.org

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