Institutional investors are closely watching how the Fed will respond amid historic inflation concerns now and recession worries ahead. What do economic experts predict for 2022?
In this co-hosted webinar, presenters from Goldman Sachs Asset Management and Clearwater Analytics will share insights and analysis into what’s ahead and what investors should know.
We will also dive into technology solutions that can help investors manage their portfolios and liquidity in the face of changing market conditions.
Director of Corporate Treasury Solutions
Cody Lott leads a solutions team focused on corporate treasuries and REITs. In his time at Clearwater, Cody has worked closely with corporate treasury professionals in servicing and solutions roles, helping them to get the most out of the system. With immense experience working within Clearwater, Cody leads his team to keep the entire process in mind, from general sales inquiries to servicing the most complex of investment portfolios, while maintaining a strong relationship with Clearwater clients and users. Prior to his time at Clearwater, Cody worked for Micron Technology as a senior treasury analyst. During Cody’s time at Micron, the portfolio grew to $8 billion and then back down to $3 billion due to acquisitions. Cody managed a group of nine external asset managers at the height of the portfolio and also assisted in the implementation of Kyriba (treasury management system).
Cody spends the majority of his free time in the Idaho outdoors with his wife, family, and friends. In addition to riding snowmobiles for pleasure, Cody also started an organization dedicated to keeping lands public called Sum+It Riders, and he serves on the board of the Idaho State Snowmobile Association. A personal goal of his is to ensure future generations have the opportunity to enjoy the back country.
Cody has an MBA from Boise State University as well as degrees in both accounting and finance.
Global Head of Client Portfolio Management, Goldman Sachs Asset Management
Pat is the Global Head of Client Portfolio Management with the Liquidity Solutions team. He and his team work with GSAM’s third party, institutional and private wealth management teams and their clients, across the globe to assist them with their liquidity management needs.
Prior to becoming Client Portfolio Manager, Pat was a senior portfolio manager with the Liquidity Solutions team and was responsible for the investing and risk management functions for all of our tax exempt and taxable US Dollar portfolios.
Pat is also a member of the Investment Strategy Committee. He joined GSAM in July of 1997 as a member of the Liquidity Solutions Team. Pat started his career with Goldman Sachs in 1995 as an analyst for Goldman’s Short-term Interest Rate Trading and Sales Desks.
Pat received a B.B.A. in Finance from Hofstra University, and received his M.B.A. from Fordham University.
Product Manager, Goldman Sachs Asset Management
Henrietta Farley is a Mosaic Product Manager within the Liquidity Solutions Product Strategy team at Goldman Sachs Asset Management (GSAM). The Product Strategy team is responsible for the product development and distribution of Mosaic. Henrietta is an operating committee member of the GS Women’s Network and is a graduate of the University of Missouri.