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FEI Austin May 2026 Dinner Meeting  Liquidity Solutions Managing Risk and Opportunities in a Safe Short Liquid Context FEI Austin May 2026 Dinner Meeting  Liquidity Solutions Managing Risk and Opportunities in a Safe Short Liquid Context FEI Austin May 2026 Dinner Meeting  Liquidity Solutions Managing Risk and Opportunities in a Safe Short Liquid Context

  

Maggiano's Little Italy (Domain)
Tuesday, May 19, 2026 5:30 PM - 8:00 PM Central Standard Time

FEI Austin is excited to announce our May 2026 dinner meeting featuring Steven D. González, SVP, Regional President & Head of Corporate Banking - Austin at PNC Bank, and J.R. Martin, SVP, Market Director & Senior Investment Advisor at PNC Bank. 

All organizations manage cash assets, whether funds are held conservatively or positioned for greater capital efficiency. During the 15 months ending December ’25, the Fed cut policy rates by 175 basis points. More cuts are expected in ’26 amid new Fed leadership. In this context, CFOs are exploring ways to improve investment performance for accumulated cash and reserve assets. Different institutions define safe/short/liquid differently, so evaluating risks and opportunities subject to an organization’s unique situation is a must for determining suitability. As a liquidity solutions provider, we outline a flexible process to help finance professionals analyze asset pools, define variables (i.e., time horizons and projected cash flows), and structure portfolios designed to achieve specific investment objectives. 

Join us for this “Liquidity Solutions: Managing Risk & Opportunities in a Safe/Short/Liquid Context” presentation and dinner on Tuesday, May 19 from 5:30 PM to 8 PM at Maggiano's Little Italy (Domain).

 

REGISTRATION DEADLINE
Registration will close on Friday, May 15, at 5:00 PM (CT)

 

CPE CREDIT 
1.0 CPE credit will be given in the Field of Study: (TBD) 

 

LEARNING OBJECTIVES
    -  Learn how CFOs are exploring ways to improve investment performance for accumulated cash and reserve assets
    -  Identify how different institutions define safe/short/liquid differently, so evaluating risks and opportunities subject to an organization’s unique situation is a must for determining suitability
    -  Understand a flexible process to help finance professionals analyze asset pools, define variables (i.e., time horizons and projected cash flows), and structure portfolios designed to achieve specific investment objectives. 

 

PLEASE NOTE FEI AUSTIN'S EVENTS POLICY
1.)  This event is intended only for:
    -  Current FEI Austin Members (including Retired Members)
    -  Current FEI Austin Sponsors
    -  Prospective members who qualify for FEI membership and must be approved by a current FEI Austin Board Member before registering.

2.)  Registration must be completed before the registration deadline; walk-ins will not be permitted.   

3.)  We encourage all of our current members and sponsors to attend this and all FEI Austin events. However, FEI Austin is required to provide an accurate number of guests to our venue for food and seating. Please only register for this event if you can attend.  

We thank you for your cooperation with these guidelines!


QUESTIONS?
If you have any questions, please contact FEI Austin's Chapter Administrator, Nima Vadgama, at feiaustin@gmail.com.


Speakers

J.R. Martin

SVP, Market Director & Senior Investment Advisor

PNC Bank

Steven González

SVP, Regional President & Head of Corporate Banking

PNC Bank