October 29, 2021

Approaches to Tiering Tenor – Strategies for Cash Buckets

About this meeting At this monthly meeting of the Cash Investment peer groups, members will discuss how the management of strategic cash buckets impacts their investment duration decisions and how tiering tenor may help pick up yield. About this Peer Group NeuGroup for Cash Investment 1 and 2 are two invitation-only groups of senior treasury professionals with responsibilities for treasury investment management at corporates with at least $2.5 billion in excess cash. The groups follow NeuGroup’s time-tested approach for membership…
October 25, 2021

Reintroduction to the Structured Credit Markets

About this meeting Since the financial crisis of 2008, the structured credit market has carried a stigma among certain investors of being unduly risky and reliant on intricate financial engineering. However, after much regulation and as yields remain low, the risk/return profile may be worth revisiting. Our guest sponsor, DWS, will join the first half hour of this interim meeting to provide their perspective on this asset class and help members weigh what may be best for their organizations in…
October 4, 2021

CashInv1&2: 2021 H2 Summit Meeting – Sponsored by DWS

About this meeting In this H2 meeting, members will consult with sponsor DWS on the investment environment as we look to close the year. They’ll also discuss overcoming common pain points associated with separately managed accounts, evaluate the use of artificial intelligence in portfolio management, and compare two members’ global treasury organizations and investment infrastructures. Other sessions include smaller break-out discussions focusing on members’ top projects and priority topics. About this Peer Group NeuGroup for Cash Investment 1 and 2…
August 30, 2021

Money Market Trends in Light of Anticipated Fed Action with DWS

About this meeting Is a taper tantrum upon us? For the first half-hour of this interim meeting, our sponsor, DWS, will provide their perspective on money markets, industry trends across the money fund space, and the potential impact of Fed action on rates. About this Peer Group NeuGroup for Cash Investment 1 and 2 are two invitation-only groups of senior treasury professionals with responsibilities for treasury investment management at corporates with at least $2.5 billion in excess cash. The groups…
ESGInvestment Management
August 19, 2021

Leaning into ESG: How a Portfolio ‘Tilt’ Can Pay Off

State Street experts recommend how to optimize an investment portfolio for both ESG and credit quality. It’s a complicated world of ESG scores and standards, especially when managing an investment portfolio. At top of mind for NeuGroup members putting corporate cash to work: should they prioritize ESG performance or maximize returns? Hint: it’s not too much to ask for both. At a recent meeting of NeuGroup for Cash Investment 2, Will Goldthwait and Karyn Corridan, ESG investment experts from State Street Global…
August 9, 2021

Bracing for Potential MMF Reform

About this meeting Looming doom or uncertain scope? What the possibility of MMF reform means for investment managers. State Street Global Advisors joins this monthly meeting of the Cash Investment peer groups to evaluate the potential impacts of MMF reform on members’ portfolios and weigh in on the likelihood of impending reform versus a longer-term political debate. About this Peer Group NeuGroup for Cash Investment 1 and 2 are two invitation-only groups of senior treasury professionals with responsibilities for treasury…
June 28, 2021

Real Talk About Real Treasury Use Cases for DLT and Blockchain

About this meeting Steer clear of a technical, utopian, or crypto asset-driven focus on distributed-ledger technology (DLT), and join a conversation with NeuGroup members and Standard Chartered product experts to talk about what real companies are doing with blockchain and DLT to improve their business, their bottom line, and even make new businesses or products possible. Registration link Standard Chartered experts will discuss frontline client solutions, blockchain product execution, and blockchain industry partnerships: What has been successful and why? What…
COVID-19Treasury Management
June 24, 2021

Hot Desks, Hybrids and Introverts: Managing Post-Pandemic Work 

Takeaways on talent management as 100% remote work gives way to hybrid models and new hiring challenges.The transition from completely remote work to whatever comes next—back to the office, work at home, a bit of both—is in full swing across companies in the NeuGroup Network. The topic is generating lots of interest at meetings as finance teams plot a course for post-pandemic work that will in many cases be unlike what work life resembled pre-pandemic.NeuGroup founder and CEO Joseph Neu…
CryptoInvestment ManagementTechnology
June 17, 2021

All Aboard? The Crypto Train Has Left the Station

Finance teams need to look beyond Bitcoin to broader opportunities offered by blockchain technology and digital assets. Don’t let all noise blaring from bitcoin drown out the broader implications of blockchain technology and the need for finance teams to understand the potential opportunities offered by cryptocurrency and other digital assets including tokenized securities. That bottom-line takeaway emerged at a recent meeting of NeuGroup for Cash Investment 2 sponsored by State Street, where representatives from Deloitte as well as cryptocurrency fintechs Lukka…
June 1, 2021

Cash Investment 1 & 2: Talent Management in the Next Normal Across the Globe

About this meeting Clearwater will share lessons learned from global expansion on finding, training, and retaining talent in different parts of the world throughout the pandemic. This session will cover: What will the “office” look like vs. remote work in markets like Singapore, Thailand, Germany, etc.? Talent and skill attributes, plus market perspective opportunities and challenges found in different markets Considerations for moving cash investment decisions to the regional and country-level to tap new investment opportunities/invest trapped cash Systems, data,…