25 min
Decoding Uncertainty: How Morgan Money Helps Clients Fuel Growth Despite Volatility Fintech Corner
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- Business
Every executive dreams of having a finance-themed crystal ball to tackle the burning question: Are we headed back to the era of zero interest rates? Sadly, no mystical orbs are up for grabs. But, in this episode Brett chats with Morgan Money’s Paul Przybylski and Joe Vittoria, as they offer valuable insights about the potential fluctuations of interest rates in the short-term future, and how finance teams can strategically respond - regardless of the direction interest rates take.
Highlights:
Why current interest rates make money market funds a high yield investment
The importance of technology in empowering lean treasury teams to add value and provide strategic insight
Where interest rates may land over the next 12-16 months and how to capitalize no matter which direction they go in
How APIs are providing more flexibility and speed to payments, and what’s still needed to further address client friction
How Morgan Money is leveraging AI to support trading and streamline the customer experience
This episode is brought to you by Trovata.io. Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts.
Learn more about Trovata at https://bit.ly/3JXHbcC.
About Brett Turner:
After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.
Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/
About Paul Przybylski:
Paul Przybylski, Managing Director, is Global Head of Product Strategy and Morgan Money. In this role, he is responsible for the definition and creation of money market funds, ultra-short fixed income funds, ETFs across multiple currencies, and business strategic initiatives. He is also the head of J.P. Morgan Asset Management's trading and analytics platform, Morgan Money. Paul is a member of the Global Cash Investment Policy Committee, Managed Reserve Investment Policy Committee, Global Liquidity Operating Committee, and the Client Service Americas Management Team. He is also a member of the ICI Institutional MMF Committee. Previously, he was CFO with the Global Fixed Income and Liquidity business with additional COO responsibilities for Global Liquidity. Przybylski joined J.P. Morgan in 2009 with seven years of industry experience.
Connect with Paul on LinkedIn: https://www.linkedin.com/in/paul-przybylski-89674bb3/
About Joseph Vittoria:
Joseph Vittoria is the Investment Platform Specialist, Executive Director, with Morgan Money. In this role, he manages client communication, innovation, and strategic direction for Morgan Money across global regions with a focus on the US and EMEA. He is a CFA Charter holder and is Series 7 and 63 FINRA licensed.
Connect with Joseph on LinkedIn: https://www.linkedin.com/in/josephvittoria/
Every executive dreams of having a finance-themed crystal ball to tackle the burning question: Are we headed back to the era of zero interest rates? Sadly, no mystical orbs are up for grabs. But, in this episode Brett chats with Morgan Money’s Paul Przybylski and Joe Vittoria, as they offer valuable insights about the potential fluctuations of interest rates in the short-term future, and how finance teams can strategically respond - regardless of the direction interest rates take.
Highlights:
Why current interest rates make money market funds a high yield investment
The importance of technology in empowering lean treasury teams to add value and provide strategic insight
Where interest rates may land over the next 12-16 months and how to capitalize no matter which direction they go in
How APIs are providing more flexibility and speed to payments, and what’s still needed to further address client friction
How Morgan Money is leveraging AI to support trading and streamline the customer experience
This episode is brought to you by Trovata.io. Trovata.io empowers everyone to analyze, report, forecast, move – manage cash like a pro – no matter who your business banks with. Save time, ensure data accuracy, and drive smarter decisions with access to your data across multiple banks and accounts.
Learn more about Trovata at https://bit.ly/3JXHbcC.
About Brett Turner:
After starting his career as a CPA with the Deloitte audit practice, Brett gained progressive experience in corporate finance and accounting managing SEC reporting for Amazon and then becoming VP of Finance for Worldwide Packets (sold for $300M+ in 2008). Across his last three roles as a startup Co-Founder / CFO, Brett has raised over $100M in equity and venture debt financing while helping create over $500M in shareholder value. Today, he is the founder and CEO of the cash management platform, Trovata. Brett is a Seattle native, with a BA in Finance from Seattle Pacific University.
Connect with Brett on Linkedin: https://www.linkedin.com/in/brett-turner/
About Paul Przybylski:
Paul Przybylski, Managing Director, is Global Head of Product Strategy and Morgan Money. In this role, he is responsible for the definition and creation of money market funds, ultra-short fixed income funds, ETFs across multiple currencies, and business strategic initiatives. He is also the head of J.P. Morgan Asset Management's trading and analytics platform, Morgan Money. Paul is a member of the Global Cash Investment Policy Committee, Managed Reserve Investment Policy Committee, Global Liquidity Operating Committee, and the Client Service Americas Management Team. He is also a member of the ICI Institutional MMF Committee. Previously, he was CFO with the Global Fixed Income and Liquidity business with additional COO responsibilities for Global Liquidity. Przybylski joined J.P. Morgan in 2009 with seven years of industry experience.
Connect with Paul on LinkedIn: https://www.linkedin.com/in/paul-przybylski-89674bb3/
About Joseph Vittoria:
Joseph Vittoria is the Investment Platform Specialist, Executive Director, with Morgan Money. In this role, he manages client communication, innovation, and strategic direction for Morgan Money across global regions with a focus on the US and EMEA. He is a CFA Charter holder and is Series 7 and 63 FINRA licensed.
Connect with Joseph on LinkedIn: https://www.linkedin.com/in/josephvittoria/
25 min