by Brian Weeks | Mar 22, 2024 | Coffee Break Sessions, Podcast
In today’s podcast, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, on credit agreements. What are they? What terms are typically negotiated? What are positive and negative covenants? Listen in to learn more.
by Brian Weeks | Mar 7, 2024 | Coffee Break Sessions, Podcast
In today’s podcast, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer on what Capital Management is, why the structure matters, and optimization. Listen in to learn more.
by Brian Weeks | Feb 15, 2024 | Coffee Break Sessions, Podcast
In our final episode covering FDIC and SIPC, we’ll hear from Paul Galloway, Senior Director, Advisory Services at Strategic Treasurer, on the thought process behind optimizing your portfolio when you’ve reached the limits of FDIC and SIPC coverage.
by Brian Weeks | Feb 1, 2024 | Coffee Break Sessions, Podcast
In today’s podcast episode, we discuss the distinctions between FDIC and SIPC. This discussion covers why FDIC and SIPC were created, the nuanced differences, and whether enrollment is required for their protection.
by Brian Weeks | Jan 18, 2024 | Coffee Break Sessions, Podcast
Join us in this Treasury Update Podcast episode and learn what SIPC stands for, the types of investments it watches over, and the ones it doesn’t. Hear from Craig Jeffery as he shares the perks, limitations, and funding of SIPC.