March 2024 Virtual Meeting
Date/Time
3/21/2024
12:00 PM - 1:00 PM Pacific
12:00 PM - 1:00 PM Pacific
Event Registration
Event Type(s)
Monthly Meeting
Event Description
Economic Update with Investment and Capital Market Focus
Please join NWAFP in welcoming Jim Palmer, Chief Investment Officer of U.S. Bancorp Asset Management, in overview of current economy, as well as deposit, investment and credit markets. Treasurers and Treasury Divisions are faced with difficult decisions of liquidity management and extension of working capital under very volatile market conditions caused by high-rate environment, regulatory oversight, inflation and upcoming Presidential elections. This session will cover all aspects of capital markets to consider for Treasury Professionals, including but not limited, Fed Outlook, deposit predictions, credit availability and investment choices – is it time to make changes to the investment policy? The session will be interactive, and questions will be welcomed throughout the presentation.
About our Speaker:
Jim Palmer, Chief Investment Officer of U.S. Bancorp Asset Management
Jim is responsible for U.S. Bancorp Asset Management’s investment process. In his role, Jim oversees portfolio management, fixed income trading, security lending trading and credit research for the firm’s strategies. In addition, Jim serves as Vice President of the First American Funds, co-chairs the Investment Practices Committee and serves on the Internal Compliance and Controls Committee. In addition to his investment management responsibilities, Jim is active in both serving current client relationships and new business development.
Jim began working in the financial industry in 1987. Prior to joining the firm in 1992 as a portfolio manager, Jim was a securities lending trader and senior master trust accountant at First Trust. More recently, Jim was Managing Director of Short-Fixed Income before becoming lead of the overall investment process in 2011.
Jim received a B.S. in finance from the University of Wisconsin - La Crosse and an M.B.A. from the University of Minnesota. Jim holds the Chartered Financial Analyst designation and is a member of both the CFA Institute and the CFA Society Minnesota.
Please join NWAFP in welcoming Jim Palmer, Chief Investment Officer of U.S. Bancorp Asset Management, in overview of current economy, as well as deposit, investment and credit markets. Treasurers and Treasury Divisions are faced with difficult decisions of liquidity management and extension of working capital under very volatile market conditions caused by high-rate environment, regulatory oversight, inflation and upcoming Presidential elections. This session will cover all aspects of capital markets to consider for Treasury Professionals, including but not limited, Fed Outlook, deposit predictions, credit availability and investment choices – is it time to make changes to the investment policy? The session will be interactive, and questions will be welcomed throughout the presentation.
About our Speaker:
Jim Palmer, Chief Investment Officer of U.S. Bancorp Asset Management
Jim is responsible for U.S. Bancorp Asset Management’s investment process. In his role, Jim oversees portfolio management, fixed income trading, security lending trading and credit research for the firm’s strategies. In addition, Jim serves as Vice President of the First American Funds, co-chairs the Investment Practices Committee and serves on the Internal Compliance and Controls Committee. In addition to his investment management responsibilities, Jim is active in both serving current client relationships and new business development.
Jim began working in the financial industry in 1987. Prior to joining the firm in 1992 as a portfolio manager, Jim was a securities lending trader and senior master trust accountant at First Trust. More recently, Jim was Managing Director of Short-Fixed Income before becoming lead of the overall investment process in 2011.
Jim received a B.S. in finance from the University of Wisconsin - La Crosse and an M.B.A. from the University of Minnesota. Jim holds the Chartered Financial Analyst designation and is a member of both the CFA Institute and the CFA Society Minnesota.
Location
Setting: Live Virtual
Webinar
Webinar
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| 3/21/2024 |    |
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