The events leading up to the financial crisis in 2007-2009 had far reaching impacts causing much change in the financial industry. One of those changes was in the Money Market fund segment of the industry. We will discuss what led to the changes, impacts on the market, review where we are now and what the implications are as we have now shifted to a rising rate environment.
Vice President, Cash Management Services Group
Steve Francis is a Vice President with the Cash Management Services group at Federated Investors. Based out of Seattle, he covers the Western US working primarily with independent broker dealers and their registered representatives providing solutions for client cash. Prior to joining Federated, Steve worked at Wells Fargo Securities and Bank of America Merrill Lynch in fixed income sales working with middle market corporations and with municipalities. Steve started in financial services over 20 years ago on the trading floor of FAB-34, in the Seafirst Capital Markets group. Steve currently holds the Certified Financial Planner™ certification and held the CTP designation for almost 20 years. Steve graduated from the University of Washington with degrees in Anthropology and Business and later received his MBA from there as well.
Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals.
Approved for up to 1.2 FP&A recertification credits by the Association for Financial Professionals.
NWAFP would like to thank Federated Investors for sponsoring this November 2017 Meeting.
The meeting and lunch are included in the annual membership. All Members are eligible to bring a new one-time guest at no cost. Both members and guests must register. If the paid member cannot attend a meeting, a substitute may attend. Non-members pay the guest price of $55. Non-working students pay the student guest price of $15. For more information or to register for this meeting, click button "Register for this Event" at the bottom of this page.
The meeting will take place at Washington Athletic Club (WAC) at 1325 Sixth Avenue, Seattle, WA 98101. Meetings are two hours - networking begins at 11am, lunch is served at 11:30am and our program begins at 12pm.
NWAFP provides a 2-hour parking validation when parking in the WAC garage, 1409 Sixth Avenue. This is located a half-block north of the Clubhouse on Sixth Avenue. (From I-5 South bound, exit Union Street, right on 6th and garage entrance on immediate left. From I-5 North bound, exit Seneca, slight right on 6th, garage is two blocks north on left.) The NWAFP encourages ride-sharing to its meetings.
click on the date(s) to add to your calendar: 11-16-17