NAFP Lunch

  • November 19, 2020
  • 11:45 AM - 1:00 PM


  • Registration is included in the NAFP Membership. If you are not currently a Member, the cost for this event is $35 and will be accepted at the event.

Registration is closed

Cash Investment Themes in Uncertain Times

Cash levels are near all-time highs with overnight rates near all-time lows. What to do now? We will discuss everything from COVID-19’s impact on the market, Federal Reserve stimulus, and the zero/negative interest rate environment. Panelists will speak to their companies’ experience in this rapidly changing short-term investing landscape.

Matthew Terhune

Executive Director with Morgan Stanley Investment Management

Matt is a relationship manager for Morgan Stanley’s Global Liquidity team. He is responsible for providing cash and short-term fixed income strategies to institutional clients. He joined Morgan Stanley in 2014 and has 14 years of industry experience. Prior to joining the firm, Matt was a money market sales associate at Standard Chartered Bank. Matt Received a B.S. in engineering from Pennsylvania State University. He holds his Series 7 and 63 registrations.

Brian Buck

Executive Director with Morgan Stanley Investment Management

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 nine years of industry experience. Brian received a B.B.A. in Finance from the University of Notre Dame.

Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

Approved for 1.0 CPE recertification credit by the NE Board of Public Accountancy.

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