Upcoming Events

    • November 19, 2020
    • 11:45 AM - 1:00 PM (CST)
    • TBD
    Register

    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.


    • January 21, 2021
    • 11:30 AM - 12:30 PM (CST)
    • TBD
    Register

     

     The Way We Pay: 2021 & Beyond:

    Special Pandemic Edition 

    This session will provide an update on the evolving U.S. payments system, including the rise of faster payments: Same Day ACH, Zelle, The Clearing House’s Real-Time Payments (RTP) Platform, and the impending FedNow service. In addition, the session will focus on how the pandemic has impacted payments system, including increased movement from paper to electronic payments, growth in contactless card transactions, changes in the use of cash and ATMs, and potential rise in fraud.


    Matt Davies, CTP, AAP, CPP

    EVP & Director of Treasury Management at Pegasus Bank in Dallas, TX 

    Matt has nearly 23 years of banking and payments experience. Prior to joining Pegasus Bank in August 2020, he spent a combined 19 years at the Federal Reserve Banks of Dallas and Kansas City. In addition to his experience with the Federal Reserve System, Matt has also previously served as ACH & Wire Product Manager for Commerce Bank, Kansas Cityproduct manager for Chase Paymentech; and SVP & Public Sector Market Manager for Citi. He is a past president and current board member of the Dallas Association for Financial Professionals (AFP), and serves on the board of directors for Jubilee Park & Community Center in Dallas.

    A native of St. Louis, Missouri, Matt graduated from William Jewell College in Liberty, Missouri, with a B.A. in History and Political Science in 1997, and from the Graduate School of Banking at the University of Wisconsin, Madison, in 2013.



    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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