Dynamic markets bring challenge and opportunity in equal measure. This panel brings together Patty Kao, who leads fixed income strategy at SVB Asset Management, Ivan Asensio, a trusted advisor in global foreign exchange and corporate practitioners to discuss how corporations can move with confidence through today’s shifting landscape.

You’ll hear actionable insights on preserving capital and managing risk as the Federal Reserve adjusts rates and global currency markets react. Attendees will walk away with practical steps to optimize liquidity, structure investments and unlock FX advantages, all rooted in real-world examples relevant for all sizes of treasury teams.

Learning Objectives:

1. Understand key FI/FX market drivers and rate shifts

2. Explore innovative approaches to enhance portfolio performance in a dynamic economy

3. Review the value proposition of active versus passive management

4. Benchmark hedge structures and policy with peers

Speakers:

• Patty Kao, Head of SVB Asset Management, SVB Asset Management, a subsidiary of First Citizens Bank

• Ivan Oscar Asensio, Ph.D., Managing Dir., Head of FX Risk Advisory - Silicon Valley Bank, a division of First Citizens Bank

• Stephanie Kraft, EVP of Finance - ZEFR

• Brian Choe, VP of Finance - ThatGameCompany