ICD Roadshow

/ICD Roadshow

ICD Roadshow

2017 Roadshow: Select a city for details.

SAN FRANCISCO – April 27th, The Fairmont Hotel Penthouse

LOS ANGELES Roadshow Invite & Program – May 12th, The Terranea Resort

ATLANTA – June 8th, Kevin Rathbun Steakhouse

CHICAGO – August 11th, Gibson’s Steakhouse

LONDON – 14 September, St. Paul’s Cathedral • The Wren Suite

NEW YORK – October 12, Del Frisco’s Double Eagle Steak House Register Now!

ZURICH – 27 October, Seerestaurant Quai 61 Register Now!

Attendance to ICD Events is limited to Corporate/Institutional/Professional Investors. Subject to approval.

Thanks to the collaborative success of last year’s tour, we are excited to host an all new corporate treasury event and practitioner networking session this year as we travel to five cities: Los Angeles, San Francisco, Chicago, New York and London. Our Roadshow theme this year is “Navigating The New Treasury Era”. Based on your feedback and our survey results, we are continuing an entertaining networking session prior to the presentation followed by Q&A segments afterward. Immediately following the Q&A, we will resume the networking sessions with delicious fare and refreshments and an exciting entertainment component that varies from city to city.

LOS ANGELES – March 17, 2016

SAN FRANCISCO – April 14, 2016

CHICAGO – August 12, 2016

LONDON – September 23, 2016

NEW YORK – September 30, 2016

ATTENDANCE TO ICD EVENTS IS LIMITED TO CORPORATE / INSTITUTIONAL / PROFESSIONAL INVESTORS, SUBJECT TO ICD APPROVAL

2014 was a banner year for the Roadshow, and our sponsors were a critical part of that success. We travelled to more places and met with more treasury practitioners than ever before – it was a record-breaking Roadshow season!
For 2015, we are raising the stakes.

This year we are introducing an exciting new event format that focuses more on client/sponsor networking. We believe this will make the 2015 ICD Roadshow more valuable for clients and a more effective and more efficient marketing opportunity for our sponsors.

LOS ANGELES – March 5, 2015
SAN FRANCISCO – April 23, 2015
CHICAGO – September 18, 2015
NEW YORK – October 8, 2015
LONDON – October 16, 2015

ATTENDANCE TO ICD EVENTS IS LIMITED TO CORPORATE / INSTITUTIONAL / PROFESSIONAL INVESTORS, SUBJECT TO ICD APPROVAL

The 2014 ICD Roadshow is expanding the conversation with marquee corporate treasurers, high-level industry practitioners, treasury luminaries and leading fund experts creating stimulating dialog and enthusiastic audience participation.

This is an important year for treasury and the 2014 ICD Roadshow will travel to 10 international cities and feature the best and brightest in treasury today.

LOS ANGELES – April 15, 2014
SAN FRANCISCO – April 25, 2014
BOSTON – June 5, 2014
ZURICH – June 13, 2014
SEATTLE – June 25, 2014
AMSTERDAM – July 3, 2014
LONDON – September 12, 2014
NEW YORK – September 18, 2014
CHICAGO – September 19, 2014
ATLANTA – September 24, 2014

ATTENDANCE TO ICD EVENTS IS LIMITED TO CORPORATE / INSTITUTIONAL / PROFESSIONAL INVESTORS, SUBJECT TO ICD APPROVAL

ICD 10th Anniversary Celebration!

This year’s Roadshow reaches new heights and new destinations as ICD takes its industry leading global trading and risk management innovations and award winning ‘Best Practices’ to nine international financial city centers across two continents and five countries.

Our ICD Roadshow program is designed to inform and provide insight to treasury professionals with the latest trading, compliance, integration, risk management and portfolio diversification methodologies and strategies using ICD’s SaaS institutional investment trading portal and exposure analytics applications. Each regional Treasury Roundtable will enable guests to participate in the conversation with experienced corporate treasury practitioners.

These Roadshow programs provide an excellent networking opportunity and you will receive CTP credits for attending so mark your calendars for the ICD Roadshow nearest you.

2013 marks ICD’s 10th Anniversary. We will be celebrating our extraordinary industry with a special event at the Terra Gallery in San Francisco on April 25th.

LOS ANGELES – APRIL 12, 2013
SAN FRANCISCO – APRIL 25, 2013
ATLANTA – MAY 23, 2013
ZURICH – MAY 30, 2013
CALGARY – JUNE 6, 2013
LUXEMBOURG – JUNE 13, 2013
LONDON – JULY 19, 2013
NEW YORK – SEPTEMBER 19, 2013
CHICAGO – SEPTEMBER 20, 2013

In 2012 ICD took Money Market Fund Risk Management and Regulatory Reform issues on the road – along with Reval, Treasury Strategies and the industry’s leading money market fund companies to discuss the latest in money market fund risk management technologies and techniques and to tackle the tough issues on MMF regulatory reform. The 2012 ICD SUMMITblended enlightening, conversational sessions with the best in industry social networking. Thank you for making it a tremendous success!

APRIL 4TH, 2012 – ATLANTA
JUNE 8TH, 2012- CHICAGO
JUNE 14TH, 2012 – SAN FRANCISCO
JULY 13TH, 2012 – LONDON
SEPTEMBER 20TH, 2012 – NEW YORK

Wednesday, April 20th
12:00pm – 1:30pm:
Keynote Address Luncheon – Richard Golod, Invesco
Market Trends to Watch For in the Second Half of 2011
2:00pm – 2:30pm:
break
2:30pm – 4:00pm: Jeff Jellison, CEO, ICD, North America
Tom Knight, SVP, Treasurer, ICD
Corporate Treasury Best Practices
2:15pm – 2:30pm:
break
4:00pm – 5:30pm: Fund Company Reception

Thursday, April 21st
8:00am – 9:00am:
Breakfast
9:00am – 10:00am:
Panel Discussion
Moderator – Jeff Jellison, CEO, North America, ICD
Peter Crane – President & CEO, Crane Data
Dawn Guffey – EVP/CIO, BNY Mellon/Dreyfus
MMF Regulatory Updates
10:00am – 10:15am: break
10:15pm – 11:15pm:
Tory Hazard, COO & CFO, ICD
Mark Heyner, CTO, ICD
The Future of Portal Technology
11:30pm – 6:00pm: 2011 ICD Golf Tournament
Spa Activities – Rosewood Sandhill Resort
7:00pm:
Evening Reception

Friday, April 22nd
8:00am – 10:00am
Breakfast

Wednesday, June 9
12:00pm – 1:30pm:
Lunch
Keynote
Alex Roever, Managing Director, J.P. Morgan Securities
1:30pm – 2:20pm:
SEC Changes and Their Impact on
Money Market Funds
Ed Baldry, Managing Partner, ICD
Jerome Schneider, Portfolio Manager, PIMCO
Joe Benevento, Head of MM, Deutsche Asset Mgmt.
Tim Schiltz, Product Manager, Ameriprise Financial
Dave Sylvester, Head of Money Markets, Wells Fargo Funds
2:20pm – 2:30pm:
break
2:30pm – 3:20pm: Transparencies and Analytics of Holdings Across Multiple Providers
Tom Knight, Senior Vice President/Treasurer, ICD
5:00pm – 9:00pm:
Reception
Circus Club

Thursday, June 10
8:00am – 9:00am:
Breakfast
9:00am – 9:50am:
Separate Accounts and Other Product Additions (Repo, Time Deposits, Enhanced Structures)
Craig Stevens, Vice President, ICD
Michael Morin, Institutional PM, Fidelity Investments
Sean Simko, Managing Director, SEI Investments
Peter Yi, Portfolio Mgr, Northern Trust Global Advisors
Jean-Luc Sinniger, Director Money Markets, Citi Global Mkt
9:50am – 10:00am: break
10:00pm – 10:50pm:
Emerging Technologies: Transforming Corporate Treasury Execution & Efficiency
Mark Heyner, Chief Technology Officer, ICD
12:00pm – 6:00pm: 2010 ICD Golf Tournament
Spa Activities – Rosewood Sandhill Resort
7:00pm:
Evening Reception

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