NOVO INVESTMENT
Briefings archive · Institutional economics coverage

Past desk economy & policy events

Highlights from NOVO INVESTMENT–hosted salons, partner briefings, and macro roundtables surfaced for teams that reconcile policy moves to treasury execution daily.

Photography is bundled under /public/images and opens in a new tab from this site only.

Macro working sessionOpen full image
Cross-desk collaborationOpen full image
Allocator roundtableOpen full image
War-room screensOpen full image
Policy read-throughOpen full image
Sponsor loungeOpen full image
March 19, 2025 · preview assetOpen full image

FOMC read-through for prime brokerage cash desks

Rates path · ON RRP usage · sponsored access spreads

Panel translated the SEP dot fan into playbook toggles our brokers use for intra-day ladders and haircut conversations with sponsors.

NOVO INVESTMENT · Midtown executive studio + live stream

Audience183 verified desk participants · 14 partner banks replay licenseReplay / deck request
February 06, 2025 · preview assetOpen full image

ECB & FX hedging overlays for USD reporting funds

EUR funding stress · hedge accounting reminders

Treasury architects compared T+1 dollar funding windows against EUR GC baskets and how portals should evidence hedge effectiveness memos.

Hybrid · London studio & Miami bridge line

Audience211 seats · ECB guest lecturer blockReplay / deck request
January 21, 2025 · preview assetOpen full image

IMF liquidity stress narratives for allocator committees

Sovereign cash buffers · IMF WEO tie-ins

Allocator-facing teams mapped IMF language to disclosures they already publish in investor read-only workspaces.

Invitation-only immersive room

Audience96 allocator + 74 broker ops leadersReplay / deck request
December 12, 2024 · preview assetOpen full image

CPI whisper workflow for cross-asset desks

Headline vs core positioning · glide-path trades

Workflow designers showed how Tape analytics categories carry CPI shocks into treasurer commentary drafts within an hour.

Virtual war-room (FIX dial-in mirrored in portal sandbox)

Audience312 participants · breakout rooms capped at 35Replay / deck request
November 06, 2024 · preview assetOpen full image

Gilt dispersion & SONIA glide paths for Anglo desks

Funding arbitrage vs client reporting integrity

Prime brokers debated fair-value marks when SONIA ramps diverged from modeled paths; sample LP letters were circulated.

NOVO Lab · Canary Wharf residency week

Audience128 UK-domiciled participantsReplay / deck request
October 03, 2024 · preview assetOpen full image

SOFR transition fallout — documentation audit sprint

Legacy fallback clauses · escalation lists

Legal ops supplied clause maps that plug into onboarding checklists surfaced on the Financing product pages mirrored in training.

Documentary lab + paralegal AMA

Audience92 compliance + ops pairsReplay / deck request
September 17, 2024 · preview assetOpen full image

Commodity shocks & working capital elasticity

Freight-energy pass-through · revolver choreography

Sponsor-backed desks explained how invoicing pacing and reserves choreography dampened inventory spikes without tripping lending tests.

Industrial sponsor lounge · Chicago Loop

Audience76 industrial sponsors · 110 broker attendeesReplay / deck request
August 07, 2024 · preview assetOpen full image

Sanctions refresh & treasury payment screening

OFAC updates · counterparty hierarchies

Operations owners demoed mirrored approval hierarchies aligning with sanctioned entity graph checks before wires release.

SEC-style roundtable simulator

Audience164 risk + ops hybridsReplay / deck request
July 09, 2024 · preview assetOpen full image

Global PMI surprise distribution & tape hygiene

Nowcasts · surprise indices · TCA overlays

Quant leads discussed cross-checking PMI prints using tape analytics overlays so juniors don’t double-count shocks across sleeves.

Data science collaboration studio

Audience142 quant + strategist seatsReplay / deck request
June 05, 2024 · preview assetOpen full image

Private credit IRR disclosure vs public marks

NAV ladders · PIC timing · DPI optics

Investor relations teams synced on how investor read-only workspaces narrate valuations without tipping MNPI timelines.

LP advisory council · closed session recap

Audience88 allocator-only · redacted replayReplay / deck request
May 08, 2024 · preview assetOpen full image

Basel III endgame skim for-sponsored access brokers

RWA density · intraday liquidity charges

Credit risk leads translated Basel headlines into conversational collateral for desks selling sponsored access uplift stories.

Regional roadshow finale · Miami

Audience198 broker credit strategistsReplay / deck request
April 03, 2024 · preview assetOpen full image

US regional bank fallout — depositor playbook debrief

Uninsured sweep structures · fiduciary bridges

Desk leads walked through treasury sweeps mirrored in collateral reserves tooling and investor communications etiquette.

Panic-room exercise + calm-room AMA

Audience255 multi-region participants · stress SIMReplay / deck request