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February 2017 Monthly Luncheon Event
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DATE
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February 8, 2017
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LOCATION
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Wells Fargo Bank, 1753 Pinnacle Drive, McLean, VA 22102
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SPONSOR
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Wells Fargo Bank
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PROGRAM SCHEDULE
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12:30 – 1:00 p.m.
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Buffet Lunch, Welcome and Introductory Remarks
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1:00 - 1:50 p.m.
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“Short-Term Investments Options: Higher Rates, But It’s Not All Good News”,
Barbara Fava, Managing Director, PFM Asset Management LLC
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2:00 - 2:50 p.m.
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“Overview of the Consumer Financial Protection Bureau”,
Dan Smith, Assistant Director of the Financial Institutions and Business Liaison, CFPB
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REGISTRATION INFORMATION
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Members: $35
Non-Members: $55
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On-line at www.gwafp.org
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PROGRAM DETAILS:
Topic: “Overview of the Consumer Financial Protection Bureau”
- CFPB’s mission
- Consumer protection issues
- The Bureau’s regulatory agenda
- Pending and final rules
Speaker: Dan Smith, Assistant Director of the Financial Institutions and Business Liaison at the Consumer Financial Protection Bureau.
Dan Smith is the CFPB’s first Assistant Director for the Office of Financial Institutions and Business Liaison. Mr. Smith comes to the CFPB having previously served at Freddie Mac.
While at Freddie Mac, Mr. Smith served as the Director of Industry and State Relations and was responsible for legislative, regulatory, and industry issues in all 50 states. Mr. Smith managed Freddie Mac’s relationships with the National Association of Realtors (NAR), the minority realtor groups, and state realtor associations. Mr. Smith joined Freddie Mac having spent 15 years lobbying Governors, Attorneys General, State Agencies, and Legislative bodies in all 50 states on behalf of direct marketers and publishers, fortune 500 companies, international publishers, and three trade associations as Vice President at Dehart and Darr Associates.
Mr. Smith is a leading authority on state legislative process and has an in depth knowledge of consumer protection laws and regulations in the areas of foreclosure prevention, mortgage and banking related issues, privacy, direct marketing, and publishing.
Prior to working with state issues, Mr. Smith was a staff member in the Office of the Honorable Edward M. Kennedy in the United States Senate. Mr. Smith received his Masters of Business Administration and undergraduate degree in Political Science from Mount Saint Mary’s.
Topic: “Short-Term Investments Options: Higher Rates, But It’s Not All Good News”
The session will cover the market forces and regulatory pressures that are changing the landscape for short-term investments. Rates are higher, but it can be more challenging to manage cash and short-term investment portfolios. Ms. Fava will discuss the challenges and then describe investment options and strategies that can be used to enhance investment returns.
Speaker: Barbara Fava, Managing Director, PFM Asset Management LLC
Barbara Fava is a Managing Director with PFM Asset Management LLC. She has thirty-five years of experience as a cash and investment manager. Prior to joining PFM, she served as Deputy State Treasurer of the Commonwealth of Pennsylvania where she was responsible for managing the State’s $6 billion fixed income investment portfolio.
At PFM, Ms. Fava specializes in developing and implementing investment strategies for operating funds and bond proceeds. She has worked with clients across the county to improve the function and efficiency of treasury operations and to improve investment performance.
Ms. Fava has a Master’s in Business Administration from the Pennsylvania State University and Bachelor of Science in Business Administration with a dual concentration in Economics and Finance from Clarion University of Pennsylvania. She is a frequent lecturer on banking, cash management and investment topics.
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