Leveraging External Asset Managers to Produce Internal Efficiencies
Thu, Apr 23
|Virtual Event
Discover how leading treasury teams are turning asset managers into strategic partners to drive internal efficiency. Join this virtual panel to learn how collaboration unlocks smarter workflows, clearer portfolio insights, and more effective cash deployment.
Time & Location
Apr 23, 2026, 11:30 AM – 12:45 PM
Virtual Event
About the Event
Location: Virtual
Timeline: Thursday, April 23, 2026
Education Core Program 11:30am – 12:30pm
Attendance Questions / Overage 12:30pm – 12:45pm
About the Event
Corporate treasury teams who leverage the relationship with their asset managers, as an extension of themselves, drive internal efficiencies by outsourcing not only investment expertise, but also unlocking streamlined workflow from a technology, tools, and scaling perspective. The result: smarter portfolios, resource efficiency, and informed long-term financial positioning.
Our Panel will focus on themes behind their successful partnerships—creating an open dialogue to identify needs beyond requirements, what drives results, and how organizations can position themselves to achieve similar outcomes.
Learning Objectives:
Our panelists will share how treasury and asset manager collaboration has helped them:
Streamline workflows, Automate and customize data to reduce manual work and improve reporting accuracy
Co-navigate liquidity needs and optimize strategic cash deployment
Equip senior leadership with clearer portfolio insights and scenario analysis
Speaker:
Jeffrey Yang, CFA, ARM, Director, Treasury and Risk Management - Bio-Rad Laboratories
Theo Castro, VP, Treasurer – GLOBALFOUNDRIES
Tony Corallo, Managing Director, Senior Institutional Client Strategist - Sterling Capital Management
Date:
Thursday, April 23, 2026
Education Core Program 11:30am – 12:30pm
Attendance Questions / Overage 12:30pm – 12:45pm
Pricing:
SFTMA Members: $0.00
Corporate Treasury Practitioners: $0.00
Non-Sponsor Service Providers: $20.00
Treasury Practitioners, Members, and Event Sponsors:
Please email admin@sftma.org to request your discount code before completing your registration. Kindly note that discounts cannot be applied retroactively, and refunds will not be issued after registration is finalized.