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Treasury Consulting Services

• Strategic investment plans
• Asset allocation
• Investment policy statements
• Money manager selection and monitoring
• Customized performance benchmarks
• Custodian evaluations and searches
• Performance evaluation and monitoring
• Benchmarking studies of peer investors

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2017 San Francisco Treasury Symposium
How Treasuries Use Technology
May 5, 2017
San Francisco, CA

In an ever-changing global environment, managing your liquidity will play an important factor towards optimizing your working capital. In this panel discussion, experienced treasury professionals will offer their perspectives on how technology can automate processes, mitigate risks, and increase controls. The group will share what they have learned about why technology is so important in the industry, offer key considerations for choosing new technology, and discuss best practices for using powerful systems to their greatest potential.

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Articles & White Papers
Read articles and whitepapers written by various industry professionals and Bridgebay consultants addressing a broad array of Treasury-related issues.
A comprehensive list of national and regional investment and treasury-oriented organizations.

Periodicals & Publications
A list of some of the industry-leading periodicals and news publications dedicated to investment and treasury management.

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Bridgebay Bridgebay Financial, Inc.
2603 Camino Ramon, Suite 200
San Ramon, CA 94583
Tel: (925) 743-0200

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