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 L. Lau serves as President and Chief Investment Officer of Prudent Investors Network (PIN). He is an SEC-Registered Investment Advisor (RIA) and specializes in managing assets for public and private fiduciaries and individual households. Before joining PIN he worked in investment banking as an Executive Director with Deutsche Bank’s convertible bond business in Hong Kong where he was responsible for the pricing, structuring, and distribution of hybrid capital from multinational corporations in the Asia Pacific region. Prior to this he worked with UBS Investment Bank’s Equity-Linked team and Deutsche Bank’s Credit/Fixed Income group in Tokyo. He earned a degree in Accounting (with Honors distinction) from Brigham Young University and has earned the right to use the Chartered Financial Analyst (CFA®) and Certified Financial Planner (CFP®) designations.