Clearwater Analytics to Present At Annual Association For Financial Professionals Conference

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Clearwater Speakers Cover a Broad Range of Timely Topics in Three Separate Presentations

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Investments: Streamlining the Reporting and Accounting Processes

Clearwater Analytics, a leading provider of web-based investment portfolio reporting, today announced its participation in the Association for Financial Professionals (AFP) annual conference, October 19-22 in Los Angeles, California. Selected to participate in three separate presentations, Clearwater has partnered with other industry leaders to discuss tax considerations for investment portfolios, opportunities to improve transparency into money market funds, as well as increase operational efficiency in corporate treasury investment reporting. Along with leading discussions on current financial and investment topics, Clearwater will also be demonstrating the industry's most advanced investment reporting solutions at booth number 1351.

"AFP is the marquee event that brings together the brightest financial professionals and industry visionaries in corporate treasury," said Clearwater's CEO Courtlandt Gates. "Clearwater is recognized as the leader of on-demand reporting and analytics for investment portfolios, and we have worked with our partners and customers to identify and present on today's pressing industry issues and provide recommendations for the future. Turmoil in the financial markets is changing the landscape and Clearwater is excited to share strategies that will enable companies to respond to market dynamics rather than be paralyzed by them."

Clearwater will be involved in three separate presentations at this year's AFP conference. Specific presentations include:

"Do You Know What Your Cash is Buying? A Glimpse Into Total Fund Transparency and the Future of Money Market Technology" - Clearwater CEO Courtlandt Gates will be co-presenting with Thomas C. Knight CCM, Senior Vice President of Business Development and Treasurer, Institutional Cash Distributors, and Timothy M. Muindi, Assistant Treasurer of VeriSign, Inc. This session will discuss the future of money market technology in an environment where a premium is placed on portfolio transparency and operational efficiency above and beyond investment return.

"Investments: Streamlining the Reporting and Accounting Processes" - Tyler Haws, Business Development at Clearwater, will be co-presenting with Dexter Newman, Director of Corporate Finance at Best Buy Co., Inc. This session will illustrate strategies from Best Buy and how its use of technology creates efficient, accurate, and automated reporting and accounting processes for investments.

"Income Tax Considerations for Your Investment Portfolio" - Eric Gwilliam, Business Development at Clearwater, will be co-presenting with Len Rosenduft, Treasurer, Altera Corporation. This presentation will dive into tax considerations for fixed income investment strategies, including GAAP versus tax reporting of income, and the nuances of original issue discounts, alternative minimum tax, and write-downs. The presentation also addresses the Municipal Bond Market in general and identifies best practices in implementing and executing a tax exempt investment strategy.

For more information about Clearwater's participation at the AFP and other conferences visit

About Clearwater Analytics
Clearwater Analytics is a recognized leader in daily, web-based, investment portfolio reporting. Powered by advanced technology and dedicated service, Clearwater aggregates and reconciles portfolio data, integrates third-party information, and generates accounting, compliance, risk and performance reporting and analytics for global investors, investment managers, transaction portals and custody banks.

Clearwater provides specific solutions for a number of investor types including operating funds, insurers, family offices, endowments, foundations, and central banks. Clearwater delivers actionable insights into holdings and reporting that is clear, consistent and auditable. Headquartered in Boise, Idaho, Clearwater Analytics also has offices in New York, NY. For more information visit or call 208.433.1200.

Clearwater Analytics and Money Fund Transparency are trademarks or registered trademarks of Clearwater Analytics in the United States and in other countries. Other product and company names herein may be the trademarks of their respective owners.


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