Liquidity Risk Management: What’s Your Liquidity Plan?
Liquidity Risk Management: What’s Your Liquidity Plan?
📅 December 4, 2025 | 🕓 4:00 – 6:30 PM
📍 Gavi Alliance | 2001 K Street NW, Washington, DC
Liquidity is one of the most talked-about — yet often overlooked — dimensions of investing. Many investors acknowledge its importance, but what concrete steps
Many investors talk about liquidity but what steps are they taking to preserve liquidity, especially when a crisis hits? Have economic and macro shocks over the last few years led to revisions of how institutions are managing liquidity? Or are many investors overlooking liquidity risk in their portfolios?
Our panelists will share their insights on how they are managing liquidity and the potential tradeoffs they are making. Jon Dorfman, Chief Investment Officer of Napier Park, will moderate the panel. A few of the central questions we will cover include:
- How do you think about liquidity over different market cycles? Did the liquidity challenges of Covid, SVB, and Liberation Day impact how you manage liquidity?
- What are your sources of liquidity? Which asset classes constitute your sources of liquidity? How has it evolved for your institution and why?
- Do you allocate to cash? How do you think about counterparty risk?
Don’t miss this opportunity to hear leading perspectives and connect with peers on a topic that sits at the core of investment resilience.
Moderator
Jonathan Dorfman
Managing Principal, Chief Investment Officer, Napier Park
Speaker
Timothy Every
Head of the Asset Allocation Committee and Head of Internal Trading, Lockheed Martin Investment Co.
Kevin McCormack, CFA
Executive Director – NEBF Investments
Edgar Nehme
Chief Investment Officer, Keystone Group, L.P.
