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Conferences & Speeches
Celebrating Our 30th Anniversary 1987-
AFP San Francisco Treasury Symposium
AFP 2015
How Treasuries Use Technology
Presented:
May 5, 2017
San Francisco, CA

Presented by:
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.
Amazon
Priscilla Yip

Treasury Analyst
Salesforce.com, inc.
Bridgebay
Nicholas Zaiko, CIMA®
Senior Consultant
Bridgebay®
Moderated by:

Greg Whipple
Corporate Treasury Solutions Specialist
Clearwater Analytics

AFP AFP Annual Conference
AFP 2015
Managing Corporate Cash at Fast Growing Companies
Presented:
October 20, 2015
Denver, Colorado

Presented by:
Two corporate practitioners at Gilead Sciences Inc. and Amazon.com share their experiences in developing an effective corporate investment program. With rapid growth comes new challenges in building the Treasury capabilities and processes to enhance risk management. An evolving investment policy that reflects different investment horizons and risk profiles provides a framework. Investment Company Act restrictions on high corporate balances may add another challenge. Investment oversight of multiple investment approaches, concentration risk and performance measurement and attribution are important elements of an optimal investment program.
Gilead
Peter Shen, CFA

Assistant Treasurer
Gilead Sciences, Inc.
Amazon
Kurt Zumwalt

Treasurer
Amazon.com
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
AFP AFP Annual Conference
AFP 2014
Establishing an International Investment Program and Policy Statement
Presented:
November 5, 2014
Washington D.C.

Presented by:
Listen to lessons learned in establishing an international investment program and policy statement for fixed income investments. The panel consists of two treasury professionals, an international asset manager and an investment consultant. Each provides their unique perspectives and shares their knowledge of specific issues to consider. They also discuss the importance and complexities involved in ensuring international IPS dovetails with the currency hedging strategy. The panelists discuss the role of US and non-dollar portfolios, types of securities in different markets, benefits/risks and liquidity.
BioMarin
Ivan Troufanov

Assistant Treasurer
BioMarin Pharmaceutical Inc.
BNP Paribas
Patrick Barbe

Head of Eurozone Fixed Income
BNP Paribas Investment Partners
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
AFP San Francisco Treasury Symposium
SFTS 2013
Current Trends in Securities Selection for the Corporate Portfolio
Presented:
Monday, May 20, 2013
The Palace Hotel
San Francisco, CA

Presented by:
In the current environment of low interest rates and a fragile global economy, treasury investment professionals should continuously review their portfolio strategy and investment policy to balance the risk/return dynamics. This session will cover the following topics: expanding and refining investment policy guidelines, managing a global portfolio, and current strategies of external managers.

Salesforce Ivan Troufanov
Sr. Manager, Global Capital Markets
Salesforce.com, Inc.
LinkedIn
Albert Huang, CFA

Sr. Treasury Manager
LinkedIn Corporation
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
Northern Trust
Scott Warner

VP - Senior Portfolio Manager
Northern Trust
AFP San Francisco Treasury Symposium
Finding Value Beyond Money Market Instruments
Finding Value Beyond Money Market Instruments
Presented:
Thursday, October 20, 2011
The Palace Hotel
San Francisco, CA

Presented by:
The financial crisis, the repercussions of which still linger today, forced many corporate treasurers and investment managers to re-evaluate the risk/return profile of their liquidity portfolios. Fixed income investors all sought shelter from volatility in the short end of the yield curve. But with a growing sense of cautious optimism, many are seeking higher returns in more complex sectors of the fixed income market. Join us to explore the opportunities and discover where industry experts are finding value.
Altera
Nancy Mar

Sr. Treasury Analyst
Altera Corporation
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
Northern Trust
Scott Warner

VP - Senior Portfolio Manager
Northern Trust
AFP San Francisco Treasury Symposium
Investment Traps
Investment Traps: Characteristics of Potentially Dangerous Security Types and Practices
Presented:
Friday, September 24, 2010
The Palace Hotel
San Francisco, CA

Presented by:
Understanding the underlying characteristics, features, and structures of securities is critical in discerning potentially volatile or inappropriate investments for corporate liquidity portfolios. We'll explore risk-controlled practices that can help avoid potential problems.
Nicholas Zaiko
Investment Consultant
Bridgebay®
Bridgebay
 
AFP AFP National Conference
Strategies for Managing Your Portfolio Through This Financial Crisis
Strategies for Managing Your Portfolio Through This Financial Crisis
Presented:
Wednesday, October 7, 2009
Moscone Center
San Francisco, CA

Panelists include:
Sun Microsystems
Janice Phan

Assistant Treasurer
Sun Microsystems, Inc.
Amazon
Kurt Zumwalt

Assistant Treasurer
Amazon.com, Inc.
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
AFP AFP National Conference
Liquidity Management & Risk-Controlled Investment Programs for Corporate Cash Portfolios
Liquidity Management & Risk-Controlled Investment Programs for
Corporate Cash Portfolios
Presented:
Monday, October 20, 2008
Los Angeles, CA

Panelists include:
Equinix
Melanie Mock

Treasurer
Equinix, Inc.
KLA-Tencor
Theo Castro

Treasurer
KLA-Tencor
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
EuroFinance EuroFinance Conference
Building a Robust Investment Policy & Performance Measurement
Building a Robust Investment Policy & Performance Measurement
Presented:
Wednesday, October 1, 2008
Barcelona, Spain

Panelists include:
Northern Trust
Steve Everett

Director Balance Sheet & Ops. Assets
Northern Trust

Salesforce Joachim Wettermark

Treasurer
Salesforce.com, Inc.
Adobe
Barbara Hill

Vice President and Treasurer
Adobe Systems Incorporated
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
AFP AFP of Oregon & SW Washington
Maximizing Investment Returns on Balance Sheet Assets
Maximizing Investment Returns on Balance Sheet Assets - Liquidity Tiering Techniques
Presented:
Thursday, January 17, 2007

Presented by:
Bridgebay Consulting
Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC
 
AFP AFP National Conference
Managing Treasury in a Fast Growth Environment
Managing Treasury in a Fast Growth Environment
Presented:
Tuesday, October 17, 2006
Venetian Hotel
Las Vegas, NV

Panelists include:
Adobe
Barbara Hill

Vice President and Treasurer
Adobe Systems Incorporated
Seagate
Richard Caloca, CTP

Treasurer
Seagate Technologies, Inc.
Google
Ronni Horrillo

Treasury and Risk Manager
Google, Inc.
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
Maximizing Returns on Surplus Operating Cash
Maximizing Returns on Surplus Operating Cash
Panelists include:
Gilead
Kevin Olson

Treasurer
Gilead Sciences, Inc.
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
 
AFP Treasury Management Association of San Diego Fall Conference
San Diego
Cash Management - Current Investment Opportunities in Uncertain Markets
Presented:
Thursday, September 21, 2006
Southwestern Yacht Club
San Diego, CA
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
 
State Street Corporate Treasury Executives Seminar
Portfolio Management Techniques Focused on Maximization of Yield
Portfolio Management Techniques: Maximizing Yield Utilization of Alternative Investments
Presented:
Thursday, September 14, 2006
Santa Clara Marriot

Panelists include:
State Street Global Advisors

Paul Greff, CFA

Senior Managing Director
State Street Global Advisors

Vince Thornton

Vice President
State Street Global Advisors

Barbara Shegog, CPA, CFA

Vice President
State Street Global Advisors
Benefits of External Portfolio Management
Benefits of External Portfolio Management, Selection, Investment Approach
Panelists include:
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
Barbara Williams, CFA
Managing Director
Bridgebay®
AFP San Francisco Treasury Symposium
Benchmark Your Corporate Cash Portfolio
Benchmark Your Corporate Cash Portfolio
Presented:
Thursday, September 7, 2006
The Palace Hotel
San Francisco, CA
Sun Microsystems
Janette San Luis

Sun Microsystems, Inc.
Wind River
Kurt Zumwalt

Treasurer
Wind River Systems, Inc.
Bridgebay
Linda Ruiz-Zaiko

President
Bridgebay®
AFP Annual Pacific NWAFP Regional Conference
Current Opportunities
Current Investment Opportunities for Corporate Cash Portfolios
Presented:
Tuesday, April 19, 2005
The Harbor Club
Bellevue, WA
Bridgebay
Linda Ruiz-Zaiko
President
Bridgebay®
 
Northern Trust The Corporate Treasurers' Networking Seminar
Treasury Seminar 2005
The Corporate Treasurers' Networking Seminar
Presented:
Tuesday, March 22, 2005
Hyatt Regency San Francisco

Panelists include:
PeopleSoft
Marty Eng

Treasurer
Peoplesoft an Oracle Company
McAfee
Maeve Richard

Treasurer
McAfee, Inc.
Northern Trust
Lori R. Runquist

Portfolio Manager
Northern Trust
AFP AFP National Conference
The Mutual Fund Scandals Why Do We Care?
The Mutual Fund Scandals Why Do We Care?
Presented:
Monday, November 8, 2004
San Diego, CA

Panelists include:
McAfee
Maeve Richard

Treasurer
McAfee, Inc.


Mary Ellen Mullen, CFA
Principal
Bridgebay Consulting, LLC
 
 
Bridgebay Bridgebay Financial, Inc.
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Tel: (925) 743-0200

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