NOVEMBER 16, 2021
"Hedge Funds and Prime Brokerage: The Evolving Risk Landscape" - The speakers for this virtual session included Ari R. Cohen, Managing Director, Advisory Services, Ernst & Young LLP, Joseph Padellaro, Senior Vice President, Credit Risk Management, Citi, Matthew Rinaldi, Chief Operating Officer, Weiss Asset Management
SEPTEMBER 23, 2021
"Inflation Risks: Phantom Menace or Clear and Present Danger?" - The speakers for this virtual session included Richard Berner, Clinical Professor of Finance and Professor of Management Practice, Co-Director, The Volatility and Risk Institute, Leonard N. Stern School of Business, Matthew Luzzetti, Chief US Economist, Deutsche Bank, Bart Oosterveld, C. Boyden Gray Fellow and Director, Global Business and Economics Program, Atlantic Council
June 23, 2021
Hedge Fund Roundtable
APRIL 27, 2021
"ESG Breakfast with CreditSights"
MARCH 25, 2021
"Focus on Clearinghouses: Current Risks, Margin Frameworks and Future Trajectory" - The speakers for this virtual session included Nicolas (Nico) Friedman, Managing Director, Head of Global Markets Credit Risk, Goldman Sachs, Giovanna Pomilio, Head of Credit Risk, London Stock Exchange Group and Robert Steigerwald, Senior Policy Advisor, Financial Markets Group, Federal Reserve Bank of Chicago
MARCH 4, 2021
"Fintech and the Future of Finance: Managing the Risk of Fintech and Crypto" - The speakers for this virtual session included Irene Aldridge, President and Managing Director, Research, AbleMarkets, Anand Autar, Global Head of Analytics Business Developement, ING, Caroline Tarnok, Global Head of Counterpraty and Credit Risk, Coinbase, Inc.
JANUARY 21, 2021
"Chief Credit Officers Panel" - The speakers for this virtual session included Michael C. Ankrom, Jr., Head of Enterprise Credit and Global Banking Risk, Bank of America, Ryan Atkinson, Managing Director and Chief Credit Officer for the Global Investment Bank, Credit Suisse and Peter Yearley, Chief Risk Officer of Corporate Bank and Investment Bank, United Kingdom and Ireland, Head of Credit Risk Management and Head of Enterprise Risk Management, Deutsche Bank
DECEMBER 10TH 2020
"CMCAS Senior Leadership Breakfast"
November 5th 2020
"Margin Rules and Collateral: Key Issues and Risks" - The speakers for this virtual event included John Aurre, Managing Director, Goldman Sachs, Arthur Laichtman, Managing Director, Risk Control, UBS AG, Yoko Katagishi, Managing Director, Head of Counterparty Credit and Financial Market Utility Risk, Bank of America
September 23rd and 24th 2020
June 3rd 2020
"Post-COVID Economic Recovery: Considerations for Risk Managers" - The speakers for this virtual event included Craig Broderick (retired and previously CRO at Goldman Sachs) and Matt King, Global Markets Strategist, Citi
MAY 14TH 2020
"Non-Bank Finance" Zoom Session
JANUARY 22ND 2020
"Annual Chief Credit Officers Panel" - The speakers at this program included Vincent DiMassimo, Chief Credit Officer, Morgan Stanley, Mary Katherine DuBose, Executive Vice President, and Chief Credit Officer, Credit Risk, Wells Fargo Company, Alex Golten, Global Head of Credit Risk and Chief Credit Officer, Goldman Sachs, Penny Tsekouras, Chief Credit Officer, Americas, and Chief Risk Officer of Wealth Management, Americas, UBS
NOVEMBER 14TH 2019
"Risk Considerations for Mortgage Assets and Housing Reform Post-Financial Crisis" - The speakers at this program included Ajay Rajadhyaksha, Managing Director and Head of Macro Research, Barclays, Grant Bailey, Managing Director and Head of North American RMBS and Covered Bond Group, Fitch Ratings, and Erin Barry, Head of Home Lending Public Policy, Wells Fargo. The moderator for this session was Isaac Boltansky, Director of Policy Research, Compass Point Research
OCTOBER 17TH 2019
"LIBOR Transition for Risk Professionals: Why You Should Care" - The speakers at this program included Ian Walker, Senior Analyst, J.D., Covenant Review, Guillaume Helie, Vice President, Goldman Sachs and William Riordan, Assistant Vice President, Markets Group, Federal Reserve Bank of New York
SEPTEMBER 17TH 2019
"How Environmental, Social and Governance Factors Are Changing Credit Risk" - The speakers at this program included Eliza Eubank, Director & Global Head of Environmental & Social Risk Management, Citi, Susan Gray, Global Head of Corporate and Infrastructure Ratings, S&P Global Ratings, Melisa Simic, Regional Advisor for the Americas, Environmental and Social Risk (ESR), ING and Hervé P. Duteil, Chief Sustainability Officer, BNP Paribas
JUNE 13TH 2019
"ETFs: Key Risks Lurking Ahead of a Potential Market Turn" - The speakers at this program included Alexander Battles, Head of Prime Finance Risk - Americas, Deutsche Bank, Matthew Brennan, Director, BlackRock, Skander Ghorbal, Head of Quantitative Market-Making Group, Societe Generale Americas and Mark Faulkner, Co-Founder, Credit Benchmark
APRIL 25TH 2019
Half Day Credit Exchange at the Cornell Club
MARCH 14TH 2019
"Technology Innovations in Capital Markets Credit Risk Management" - The speakers at this program included Christian Bluhm, Group Chief Risk Officer, UBS AG, Neil Dodgson, Global Head Risk & Compliance Analytics, IBM Watson Financial Services, Joerg Landsch, Head of Innovation Labs Americas, Deutsche Bank, Benny Nissan, Vice President of Strategy and Innovation, Federal Reserve Bank of New York, Sameena Shah, Managing Director and Head of Data Science, S&P Global Ratings and moderator Ron Cathcart, Managing Director, Promontory Financial Group
JANUARY 30TH 2019
"Annual Chief Credit Officers Panel" - The speakers at this program included Mark Corteil, Senior Vice President, Chief Credit Officer and Head of Credit & Global Markets Risk, State Street, Barry Greenblatt, Managing Director, Head of Governance, Oversight & Underwriting, Wells Fargo, Frank Morisano, Chief Risk Officer, Industrial and Commercial Bank of China (ICBC), Frank Piazza, Senior Vice President, Group Risk Management - Credit, Royal Bank of Canada (RBC)
NOVEMBER 29TH 2018
"Fintech Lending: The New Frontier in Banking" - The speakers at this program included Brian King, Managing Director and Chief Risk Officer for Digital Finance, Goldman Sachs, Brendan Browne, Senior Director, Financial Services Ratings, S&P Global Ratings, Ashish Jain, Senior Vice President, Capital Markets, SoFi, and Patricia Kemp, Co-Founder and Ge&neral Partner, Oak Capital
OCTOBER 30TH 2018
"Trade Wars, Geopolitical Risk and Country Risk: Key Considerations for Risk Professionals" - The speakers at this program included Joyce Chang, Global Head of Research, J.P. Morgan, Bart Oosterveld, C. Boyden Gray Fellow and Director, Global Business and Economics Program, Atlantic Council, and Alexander (Sandy) Wolfson, Managing Director and Head of Global Country Risk Management, Citigroup. The moderator was Katherine Weber, Head of Americas, Country Risk, Fitch Solutions
SEPTEMBER 26th 2018
"Quantitative Trading Strategies: Risk Perspectives and Considerations" - The speakers at this program included Joseph Fusco, Managing Director, CIB Risk, JPMorgan, Professor Dr. Lourenco Miranda, Regional Head of Model Risk Management for the Americas, Societe Generale, Rinku Sinha, Senior IT Risk, Federal Reserve Bank of New York
may 23rd 2018
"The Future of Cryptocurrency and End of Year Reception" - The speaker at this event was Ari Paul, Chief Investment Officer, BlockTower Capital.
April 25TH 2018
Half Day Credit Exchange
FEBRUARY 28TH 2018
"Artificial Intelligence and Machine Learning in Capital Markets and Wholesale Credit Risk" - Speakers included Anand Autar, Head of Portfolio Risk FI/FM Risk, Senior Credit Risk Officer, ING Bank, Neil Dodgson, Global Head Risk & Compliance Analytics, IBM Watson Financial Services, Jeffrey Glibert, Managing Director, Promontory, Arijit Paul, Director and Risk Head of Data Science, Institutional Client Group, Citi
JANUARY 24TH 2018
"Annual Chief Credit Officers Panel" - Speakers included Ryan Atkinson, Chief Credit Officer for Global Markets and Investment Banking and Capital Markets, Credit Suisse, Robert Fellows, Head of Credit Risk and Senior Credit Officer, ING Financial Services, LLC, Lawrence Petroric, Chief Credit Officer, Barclays, Reena Walia, Chief Credit Officer, Regional Head of Market & Credit Risk, HSBC
NOVEMBER 14TH 2017
"Convergence in Asset Management: Existential Challenges and Transformational Opportunities" - Speakers included Ryan Flanders, Head of Private Debt Products, Preqin, Greg Gruber, Head of Wholesale Counterparty Credit Risk, Wells Fargo Securities, Robert A. Picard, Senior Managing Director, GlassBridge Enterprises, Inc.
OCTOBER 19th 2017
"Unwinding QE: What Will It Look Like and What Impact Will It Have?" - Speakers included Brian Coulton, Chief Economist, Fitch Ratings and Joo-Yung Lee, Managing Director and Regional Head of North American Financial Institutions Group, Fitch Ratings
May 17th 2017
"Industry Speed Networking and Member Reception at the Harvard Club"
APRIL 21st 2017
Half Day Credit Exchange at the Cornell Club - Stress Testing Presentation can be found here. Shadow Banking Presentation can be found here.
March 1st 2017
"Demystifying CCPs: What You Need to Know About Their Expanding Role in the Financial Market Eco-System" - Presentation can be found here. Speakers included Vijay Albuquerque, Director, Global Head of Risk, Futures and OTC Clearing, Citigroup, Thierry Grunspan, Director, Financial Services, S&P Global Ratings, Eileen Kiely, Director, Risk and Quantitative Analysis Team, BlackRock, Kevin Pilarski, Managing Director, PricewaterhouseCoopers
An article on CCPs written by Thierry Grunspan of S&P Global Ratings, can be found here.
January 26th 2017
"Chief Credit Officers Panel" - Speakers included Vincent DiMassimo, Morgan Stanley, George Malanga, BNY Mellon, Lloyd Plenty, BNP Paribas, David Wildermuth, Goldman Sachs
November 29th 2016
"Counterparty Default Management: Don't Get Caught Unprepared!" - Speakers included Talha Chaudhry, Prior Global Head of Markets Risk, MF Global, Daniel Miller, Global Head of Market & Liquidity Risk Management, Credit Suisse, Troy Ovitsky, Managing Director and Head of the Contingent Credit and XVA Trading Group, Wells Fargo, Donna Parisi, Partner and Co-Lead of Asset Management, Shearman & Sterling
October 27th 2016
"Bracing for Impact: May the Market Forces Be With You" - Speakers included Steven Englander, Managing Director and Global Head of G10 Strategy, Citi, Brian M. Gibbons, Jr., Global Head of Oil & Gas Research, CreditSights, Inc., Abhi Kane, Director, Skybridge Capital, Oth Ne Win, Managing Director, Head of Interest Rates and Agency Mortgages, Goldman Sachs
September 28th 2016
"Do You Follow the Rules? New and Emerging Regulatory Rules That Credit Analysts Need to Understand" - Speakers included Charles Andrews, Managing Director, PwC, Alex Evis, Managing Director, Goldman Sachs, Anna Harrington, Senior Supervisory Financial Analyst, Board of Governors of the Federal Reserve, Curtis Tao, Managing Director, Associate General Counsel - Bank Regulatory, Citi
May 18th 2016
Annual Meeting and Dinner with Guest Speaker Mark Zandi, Moody's Analytics
April 7th 2016
Half Day Credit Exchange - Speakers and agenda can be found here.
March 15th 2016
"Hedge Funds: Changing Environment Yet Same Old Risks?" - Speakers included Scott Carter, Managing Director and Head of Portfolio Finance, AQR Capital Management, Bryan Fairbanks, Executive Director and Head of Americas Prim Brokerage Risk, UBS, Jonathan Hummel, Managing Director and the Global Head of Funds, Clearinghouses and Exchanges, Deutsche Bank, Sandy Kaul, Managing Director, Global Head of Business Advisory Services,Citigroup, Keith Pieck, Director, Head of Hedge Fund Credit Risk for the Americas, BNP Paribas
January 19th 2016
"Annual Chief Credit Officers Panel" - Speakers included Mark R. Corteil, Senior Vice President and Chief Credit Officer, State Street, Steven Simont, Chief Risk Officer, Morgan Stanley Bank N.A., David J. Weber, Executive Vice President, Group Risk Officer of Wholesale Banking, Wells Fargo & Company, Sebastian Zugman, Chief Credit Officer of the Americas, HSBC
November 10th 2015
"China: Its Current State and Global Repercussions" - Speakers included Alberto Ades, Managing Director, Head of GEM Fixed Income Strategy and Co-Head of Global Economics, Bank of America Merrill Lynch, Clark E. Anderson, Global Head of Country Risk and Credit Portfolio Management, Morgan Stanley, James Koppel, Managing Director, Head of Commodities in the Americas, Societe Generale, Andrew Steel, Managing Director, Head of Asia-Pacific Corporate Ratings Group, Fitch Ratings
October 8th 2015
"Perspectives on the Proposed Margining Framework for Non-Cleared Derivatives" - Speakers included Rae Etherington, Risk Consultant, Mountain Laurel Risk LLC, Jeff Jennings, Managing Director and Head of Clearing, Credit Suisse, Gonzalo Kenny-Garcia, Managing Director, Collateral Optimization, Citi, John Templeton, Managing Director, Global Collateral Services, BNY Mellon
September 24th 2015
Members Only Networking Reception at the New York Athletic Club and Sponsored by CreditSights, Inc.
May 20th 2015
Annual Meeting and Dinner with Guest Speaker Lawrence Goodman, Center for Financial Stability. Lawrence's speech on "The Unwind: What's Next for the Global Economy" can be found here. If you are interested in joining the Center for Financial Stability's website please click here.
April 16th 2015
Afternoon Credit Symposium - Agenda and speakers can be found here.
February 24th 2015
"Think Outside the Banks: A Focus on Non Bank Financial Institutions" - Speakers included: Brendan Browne, Director, Standard & Poor's, James Feeley, Senior Managing Director, Head of Investing, Medley Capital, David Fishman, Managing Director, Goldman Sachs Asset Management and Mark Timperman, Managing Director, Financial Institutions Investment Banking, Wells Fargo
January 21st 2015
"Annual Chief Credit Officers Panel"- Speakers included: Nicolas Erni, Chief Credit Officer, Nomura Holding America Inc., Wendy Gorman, Managing Director and Capital Markets Risk Executive, Bank of America, Kevin B. McGinn, Vice President and Chief Credit Officer, American International Group, Peter Yearley, Chief Credit Officer, Deutsche Bank
December 10th 2014
"The Post QE Environment: The Path of Interest Rates and the Impact on Banks and the Broader Markets"(Presentations can be found here)
December 4th 2014
Voting Member Breakfast