This presentation will address the renewed significance of strategic cash management amidst a high
interest rate environment. We will discuss the advantages and drawbacks of utilizing different cash proxies, how to determine how much cash to set aside, and the best way to go about liquidating
investments to generate cash.
D4 – Back to the Future: When Cash Became King Again
Speakers
Jeremy Lau
Prudent Investors Network
https://www.prudentinvestors.com/
Jeremy Lau serves as the CEO of Prudent Investors. He frequently speaks on investment management and financial planning to professional fiduciaries and trust and estate attorneys around the country. Jeremy regularly advises fiduciaries on managing their clients’ assets and financial planning needs and also works with estate litigators as a financial expert witness. Before Prudent Investors he worked in senior roles in the investment banking industry in Tokyo and Hong Kong. He graduated in Accounting from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.