BOSTON, MA, April 12, 2024 –Seth Roman, CFA, Principal, and Portfolio Manager, will present at the New England Association for Financial Professionals’ (NEAFP) annual conference on April 25. His session is titled, “Investing Short-term Funds for the Long-term in Today’s Interest Rate Environment.”

Seth’s discussion will address the potential path for Fed policy and the economy, and the impact of those on short duration portfolios. He will delve into different scenarios that may play out over the course of the next 12 months and will highlight the impact those scenarios will have on different portfolios. The discussion will provide finance teams with a better understanding of the risk-reward environment as they position their cash portfolios.

If you are interested in a copy of Seth’s presentation and discussing in more detail LIM’s view of the economic landscape and how our portfolios are positioned in response to these expectations, please contact us at [email protected].