Northwest Association for Financial Professionals - Event Information



Event Name:September 2018 Monthly Meeting
Event Type(s):Monthly Meeting
Description:Invest Portfolios: Forming a strategy and Managing Risk
Event Date:09-20-18
Event Time:11:00 AM - 01:00 PM Pacific
Location:Washington Athletic Club
1325 6th Avenue
Seattle, WA 98101

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Details:

Learn how other companies view risk and manage their investment portfolios in the current market environment, how they look to capture upside while still being flexible and avoiding downside risk and preparing for market fluctuations and unforeseen needs.

Featured speakers:
Morgan Collins is a Senior Treasury Analyst at Starbucks. He is responsible for key financial ratio forecasting, scenario analysis, management of the firm's balance sheet securities portfolio, and capital structure projects and management. At Starbucks, he led the creation of a values-aligned balance sheet investment program, meshing Starbucks values with how it invests its excess cash. He is also responsible for financial services consulting, management consulting, and overall management of Skyline Advisory, LLC, a boutique financial services consulting firm. Morgan founded Skyline and operates it in his spare time. Morgan, a Seattle native, started his career on the Operational Due Diligence ("ODD") team of BlackRock Alternative Advisers ("BAA"). There, he focused on conducting operational reviews of investment managers, assisting managers through the start-up process, visualizing and analyzing BAA's ODD data, document analysis, best-practice consultation, and was responsible for managing the platform's external-manager cyber security risk. Morgan also spends his time serving as a board member of Sail Sand Point, a community sailing organization, on the finance committee of the Seattle Public Library Foundation, and as a strategic consultant for the Friends of Camp Gallagher, a local summer camp. Morgan started his career after graduating from the University of Washington with a B.A. in Economics.
 
Michelle Fabela is Senior Treasury Manager at Nordstrom, Inc. Michelle has 10+ years of treasury experience. She is currently responsible for managing the day-to-day treasury operations, analyzing and implementing new cash management products, managing the short term investment portfolio, and overseeing cash within stores. Prior to joining Nordstrom, Michelle held various roles at Starbucks including Corporate Treasury. Michelle is a graduate of Seattle University Albers School of Business.


Registration

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. To register for this meeting, click "Register for this event" button below.



Logistics
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. 
Event Registration:
Outlook/vCalendar:click on the date(s) to add to your calendar:
09-20-18
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