Fixed Income Seminar: Life as a Chief Financial Officer

Session 3: a 75 minute overview of the day in the life of a CFO

1. how do CFOs marry/oversee/referee between the investment folk and the trading folk
2. role and process in issuing debt and when to do so (maybe the story from “former employer” regarding timely debt issuance 
3. – valuation and gateway to the public . . are valuation concerns for an investment portfolio the same as for a trading portfolio?   what do investors ask of you, or how do you respond
4. war stories begetting learnings
5. -skills to be a successful CFO or member of a finance team
6. recommendations for career development

Taking place in Studio Blue, HELM 200D