Please join us for our upcoming meeting on Thursday, May 14th at Premise Health - 5410 Maryland Way, Brentwood TN 37027
Continuing Education Details:
Free for Members and Guest registration $40
Speaker: Frank Gutierrez
Learning Objectives:
- Understanding of market trends within the liquidity and cash management space.
Credit Hours: CTP/CCM: 1.0 | CPE 1.0
Program Delivery Method: Group-live
CPE Field of Study: Finance
Prerequisites: None
Advanced Preparation: None
Speaker Bio: Frank Gutierrez is the Senior Director, Head of Portfolio Management & Trading for BNY Investments Dreyfus. Frank oversees the portfolio management and trading for the firm’s money market mutual funds (both domestic and offshore), short-duration separately managed accounts (SMAs) and an ultra-short exchange-traded fund (ETF). Frank joined BNY in 2022, and with a career spanning more than two decades, Frank has deep expertise in government and credit portfolio management and trading as well as Federal Reserve policy and macroeconomics. Previously, Frank was a senior portfolio manager and trader with J.P. Morgan Asset Management in Global Liquidity. He had direct responsibility for the day-to-day management of over $250 billion in assets across US Treasury, government and credit in various vehicles, including money market funds, undertakings for collective investment in transferable securities (UCITS), and SMAs. He has also developed deep expertise in repurchase agreements, repo blockchain, Federal Reserve policy and macroeconomics. Frank has been in the investment industry since 1999. Frank earned a BA from Rutgers University with a major in economics. Frank is also a board member for Dominicans on Wall Street (DOWS), a nonprofit focused on financial literacy, education and professional development of Hispanic professionals and students.
Association for Financial Professionals – Nashville
MSC 410810
P O Box 415000
Nashville, TN 37241-0810
National Registry of CPE Sponsors ID Number: 105894
Association for Financial Professionals - Nashville is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Photography Disclosure: Upon registering for the event, you are providing AFP-Nashville the irrevocable right to use your photograph for AFP - Nashville advertising, trade and promotion.