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NWAFP November 2024 In-Person Monthly Meeting
11/20/2024
register for this event...
Join NWAFP Thursday, March 14, 2024 for our Spring Networking Happy Hour!
Spring Networking Happy Hour
Join the Northwest Association for Financial Professionals (NWAFP) for an unforgettable Spring Happy Hour at Fonté Bar at Rainier Square in Downtown Seattle, sponsored by Key Bank! This is a fantastic opportunity for both members and non-members to unwind, connect, and expand their professional horizons in the vibrant Puget Sound financial community. Our Happy Hour promises an evening of engaging conversations, delicious food, and refreshing drinks in the upscale ambiance of Fonté Bar in Seattle's newest skyscraper, Rainier Square. Whether you're already a NWAFP member or considering joining, this event is the perfect occasion to network with experienced financial professionals, share insights, and establish valuable connections. For non-members, this event provides a glimpse into the benefits of NWAFP membership, such as access to our educational programs, industry updates, and extensive networking opportunities. Don't miss out on this chance to experience the NWAFP's welcoming community and elevate your career in the treasury field. Join us at Fonté Bar at Rainier Square in Downtown Seattle and discover the difference NWAFP can make in your professional journey.
Although this will be a cash bar, please register here so the NWAFP can best plan for this Spring Happy Hour.
Join the Northwest Association for Financial Professionals (NWAFP) in thanking Key Bank for sponsoring this event.
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.