Banking and Finance Conference
Wednesday, October 30, 2019
October
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Overview

CEOs of Goldman Sachs and Royal Bank of Canada headline

Moody’s Banking and Finance Conference 2019 will explore how rapid technological change is amplifying challenges and opening opportunities for North American banks and finance companies at a time of significant uncertainty.

Firms are evolving their strategies to take advantage of technology to better satisfy complex and expanding customer demands and defend against tougher competition. Set against a backdrop of increasingly uncertain markets, firms are keeping a keen watch on a few key sources of disruption – heightened competition from shadow banks, bursts of market volatility and geopolitical instability – while also keeping an eye on the looming risk of a credit cycle downturn.

We have two senior industry executives as our headline speakers:

There will be opportunities to engage with Moody's experts and to delve deeper into credit trends for specific sectors including the global investment banks, regional banks and specialty finance.

Formerly a part of our annual Financial Institutions Conference held in June, this first standalone Moody’s Banking and Finance Conference 2019 will provide a platform to network and to hold critical conversations in an increasingly complex global landscape. This is a must-attend event for those who want to make sense of what disruptive forces lie ahead and learn how to best prepare for them.

Who should attend?

The conference is for senior-level investors, risk managers, analysts and issuers.

Registration is required for attendance.

Участие в конференции дает возможность:

<div class="custom-container w-container"><h2 class="n-h2">Why Attend?</h2><div class="custom-fa-wrapper"><div class="custom-item-holder latamblue"><div class="custom-icon-fa alt latamblue"><br></div><div class="custom-item-text-holder latamblue"><h1 class="custom-item-heading alt latamblue">Discover</h1><p class="custom-item-para alt latamblue">Discover fresh perspectives on the credit markets.</p></div></div><div class="custom-item-holder"><div class="custom-icon-fa alt latamblue"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt latamblue">Analyze</h1><p class="custom-item-para alt latamblue">Analyze which trends will have the most significant impact in the year ahead.</p></div></div><div class="custom-item-holder"><div class="custom-icon-fa alt latamblue"><br></div><div class="custom-item-text-holder"><h1 class="custom-item-heading alt latamblue">Network</h1><p class="custom-item-para alt latamblue">Network with the top Moody's analysts and key market participants.</p></div></div></div></div>

Agenda

8:00 AM Registration & Breakfast

Pre-conference Workshop (8:00 AM)
Discover how Moody’s CreditView can improve your bank credit analysis by bringing together credit ratings, research and data from Moody’s Investors Service, as well as research, data and content.
Presented by Moody’s Analytics

9:00 AM Welcome

9:10 AM Opening Remarks

9:20 AM Moody’s Address: State of the Credit Markets presented by Atsi Sheth

10:00 AM   Morning Spotlight Conversation with David Solomon, CEO of Goldman Sachs

Our morning keynote speaker, David Solomon, will address how Goldman Sachs is aiming to expand and enhance its franchise into adjacent sectors

  • What role does technology play in the expansion?    
  • Will the benefits increasingly have to be shared with new business partners?
  • How are customer needs changing and is it getting harder to meet these needs?

10:50 AM Networking Break

11:10 AM     Panel Discussion: Risk Management Hot Topics

The panel will explore a range of current risk management issues, including:

  • Sizing up risks in leveraged lending
  • What key actions are firms taking to prepare for a turn in the credit cycle?
  • What are the key concerns with the LIBOR transition?
  • What are the best ways to plan for geopolitical disruptions?
  • What challenges would arise from a sustained period of market volatility?

Moderator

»    Andrea Usai, Associate Managing Director, Financial Institutions Group, Moody's Investors Service

Panelists

»    Cindy Greenough, Chief Credit Officer, Canadian Imperial Bank of Commerce

»    Mark W. Midkiff, Chief Risk Officer, KeyCorp

»    Amanda G. Norton, Senior Executive Vice President and Chief Risk Officer, Wells Fargo

 

11:55 AM     US Economic Outlook provided by Mark Zandi

12:40 PM    Networking Lunch

1:50 PM Afternoon Spotlight Conversation with David McKay, CEO of Royal Bank of Canada

Our afternoon keynote speaker, David McKay, will talk about the Royal Bank of Canada’s expansion into the US capital market and wealth management sectors

  • What are the key factors that differentiate RBC in the US? 
  • How is technology influencing the capital markets, wealth management and banking?
  • Is “Big Tech” a friend or foe?

2:40 PM  Panel Discussion: Cybersecurity

The panel will discuss key developments and trends in financial institutions’ cybersecurity risks

  • Which bad actors present the biggest challenge?
  • Is it inevitable that a large-scale disruption will occur?
  • How well prepared are banks for these risks?

Moderator

»   Derek Vadala, Chief Executive Officer, Moody’s joint venture with Team8

Panelists

»   Jason Harrell, Head of Business and Government Cybersecurity Partnerships, The Depository Trust & Clearing Corporation

»   Joseph Leonard, Senior Vice President, Technology Services Group, The Federal Reserve Bank of New York

3:35 PM Breakout Sessions I

1. Global Investment Banks
  • Key regional and global trends and implications for the GIBs, including comparative competitive trends in the US and Europe
  • Progress on business model transformation     
  • Developments in GIBs’ digital strategies
2. Specialty Finance & GSEs
  • Auto finance: Softening sales environment for manufactures risks captives’underwriting
  • Aircraft lessors: increased competition is negatively affecting margins; threats to airline companies’ credit quality could ultimately impact lessors’ financial performance
  • Credit cards: profitability remains strong; increase in charge-off slows as asset quality stabilizes
  • CRE lending : excess office supply and exposures to upper end of multi-family and select retail sectors are points of stress for CRE lenders
  • Payday lending: regulatory environment remains a key area of focus
  • Residential mortgages: overcapacity and elevated costs continue to constrain profitability
  • GSEs: performance remains solid; wishful thinking on legislative reform; focus on administrative reform
3. US Regional Banks
  • Profitability dynamics with interest rates on hold
  • Consolidation trends   
  • Asset quality hot spots      
  • Regulatory updates
  • CECL implementation

4:20 PM Breakout Sessions II

1. Global Investment Banks
2. Specialty Finance & GSEs
3. US Regional Banks

5:00 PM     Conference Concludes

Agenda

8:00 AM Registration & Breakfast

Pre-conference Workshop (8:00 AM)
Discover how Moody’s CreditView can improve your bank credit analysis by bringing together credit ratings, research and data from Moody’s Investors Service, as well as research, data and content.
Presented by Moody’s Analytics

9:00 AM Welcome

9:10 AM Opening Remarks

9:20 AM Moody’s Address: State of the Credit Markets presented by Atsi Sheth

10:00 AM   Morning Spotlight Conversation with David Solomon, CEO of Goldman Sachs

Our morning keynote speaker, David Solomon, will address how Goldman Sachs is aiming to expand and enhance its franchise into adjacent sectors

10:50 AM Networking Break

11:10 AM     Panel Discussion: Risk Management Hot Topics

The panel will explore a range of current risk management issues, including:

Moderator

»    Andrea Usai, Associate Managing Director, Financial Institutions Group, Moody's Investors Service

Panelists

»    Cindy Greenough, Chief Credit Officer, Canadian Imperial Bank of Commerce

»    Mark W. Midkiff, Chief Risk Officer, KeyCorp

»    Amanda G. Norton, Senior Executive Vice President and Chief Risk Officer, Wells Fargo

 

11:55 AM     US Economic Outlook provided by Mark Zandi

12:40 PM    Networking Lunch

1:50 PM Afternoon Spotlight Conversation with David McKay, CEO of Royal Bank of Canada

Our afternoon keynote speaker, David McKay, will talk about the Royal Bank of Canada’s expansion into the US capital market and wealth management sectors

2:40 PM  Panel Discussion: Cybersecurity

The panel will discuss key developments and trends in financial institutions’ cybersecurity risks

Moderator

»   Derek Vadala, Chief Executive Officer, Moody’s joint venture with Team8

Panelists

»   Jason Harrell, Head of Business and Government Cybersecurity Partnerships, The Depository Trust & Clearing Corporation

»   Joseph Leonard, Senior Vice President, Technology Services Group, The Federal Reserve Bank of New York

3:35 PM Breakout Sessions I

1. Global Investment Banks
2. Specialty Finance & GSEs
3. US Regional Banks

4:20 PM Breakout Sessions II

1. Global Investment Banks
2. Specialty Finance & GSEs
3. US Regional Banks

5:00 PM     Conference Concludes

Speakers

Featured Industry Speakers

David M. Solomon
Chairman and CEO

Goldman Sachs

Goldman Sachs

Chairman and CEO
David M. Solomon
David McKay
President and CEO

External Organisation

RBC

External Organisation

RBC

President and CEO
David McKay
Mark W. Midkiff
Chief Risk Officer

External Organisation

KeyCorp

External Organisation

KeyCorp

Chief Risk Officer
Mark W. Midkiff
Amanda Norton
Chief Risk Officer

External Organisation

Wells Fargo

External Organisation

Wells Fargo

Chief Risk Officer
Amanda Norton

Moody's Speakers

Ana Arsov
Managing Director
Global Investment Banks, Finance Companies and Securities

Moody's Investors Service

Moody's Investors Service

Global Investment Banks, Finance Companies and Securities
Managing Director
Ana Arsov
Gregory Bauer
Managing Director, Global Banking

Moody's Investors Service

Moody's Investors Service

Managing Director, Global Banking
Gregory Bauer
Atsi Sheth
Managing Director - Credit Strategy, Credit Strategy & Standards

Moody's Investors Service

Moody's Investors Service

Managing Director - Credit Strategy, Credit Strategy & Standards
Atsi Sheth
Andrea Usai
Associate Managing Director, Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Associate Managing Director, Financial Institutions Group
Andrea Usai
Celina Vansetti - Hutchins
Managing Director
Financial Institutions Group

Moody's Investors Service

Moody's Investors Service

Financial Institutions Group
Managing Director
Celina Vansetti - Hutchins
Mark Zandi
Chief Economist

Moody's Analytics

Moody's Analytics

Chief Economist
Mark Zandi

Contact 

Moody’s Events 

Sandra Fung

Manager – MIS Events and Outreach

+1 (212) 553-5913

sandra.fung@moodys.com