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02:40 - Introduction to Halyard Asset Management
04:12 - History of Cash Management
07:16 - What happened with money market funds?
09:34 - Has the Cash Management space changed?
11:02 - Cash management philosophy
12:23 - A liquid portfolio
17:39 - Drawing the safety line
19:25 - Considering ESGs
21:11 - Managing cash in different currencies
22:41 - Balancing the mandates
23:52 - Managing risk
25:44 - Thinking about expected returns
27:05 - The evolution of fees
29:40 - Lessons learned
31:27 - How does Kastner see the world?
33:22 - Where are we heading?
37:00 - The global perspective
39:05 - The debt issue
41:30 - Why Cash Management is Not Easy
43:00 - Expectations for 2023
45:59 - Thanks for listening