Tax Reform: Part II

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Tax Reform: Part II

The Treasury Investment Managers’ Peer Group keeps focus on tax reform and repatriation. 
 
This past spring, TIMPG members were just beginning to consider how much company cash was going to be repatriated, when it would be moved back to the US and what the cash would be used for. Half a year later, the post-tax-reform picture has become a bit clearer, and members are finalizing their plans. The group meets September 12-13 at Franklin Templeton Investments to discuss tax reform’s impact on the investment portfolio. 
 
In addition to tax reform and repatriation, the TIMPG will get a lesson in creating an optimal short-duration portfolio from sponsor Franklin Templeton. Expect talks on portfolio budget risk management, proper diversification and use of comingled products. Plus, members will share their formulas for asset allocation. 
 
The group will also explore opportunities in emerging markets debt and retirement issues in two special breakout sessions. For investment managers with the option to shift out of traditional corporate cash assets, emerging markets might be the way to go. Franklin Templeton tells you how to prepare. And for members getting involved in pension programs, we review trends in the 401(k) market.
 
Also on the agenda: a look at the state of the global economy, an update on municipal markets and US fixed income perspectives.
 
For more than two decades, NeuGroup has lead the way in peer knowledge exchange for treasury and finance professionals. With an unrivaled network of 18 invitation-only peer groups, NeuGroup facilitates more than 30 face-to-face meetings that connect peers, exchange knowledge and distill discussions. These face-to-face interactions, coupled with formal benchmarking, inform actions, transform practices, and enhance careers for the 440 members of the NeuGroup Network. Find out how you can connect at www.Neugroup.com.
 
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