Financial Institutions Conference 2018

Tuesday, June 12, 2018

June 2018

Financial Institutions Conference 2018

Finance of the Future
Tuesday, June 12, 2018
June 2018
Moody's HQ
New York

Financial Institutions Conference 2018

Finance of the Future

Tuesday, June 12, 2018
June 2018
Moody's HQ
New York

Financial Institutions Conference 2018

Finance of the Future

Tuesday, June 12, 2018
June 2018
Moody's HQ
New York

Financial Institutions Conference 2018

Finance of the Future

Tuesday, June 12, 2018
June 2018
Moody's HQ
New York

Financial Institutions Conference 2018

Finance of the Future

Tuesday, June 12, 2018
June 2018
Moody's HQ
New York
Conference

Global Macroeconomic Scenario Update With an Outlook for EMEA

Wednesday, April 25, 2018 | 11AM EDT | 3PM BST | 4PM CEST

Who will be the winners and losers in the fintech race?

Moody’s Financial Institutions Conference 2018 will explore the transformative impact of new technologies in the coming years. The conference will feature a highly engaging panel discussion and dynamic deep dives into the opportunities and challenges facing financial institutions.

Our keynote speaker, Hans Morris, the former President of Visa and the Managing Partner of Nyca Partners, will focus on key trends and what the focal points for Fintech investors should be.

Mark Zandi, the Chief Economist of Moody’s Analytics, will deliver the luncheon featured address. After lunch, you will engage with Moody’s senior analysts for a deeper look into the hot topics that should matter to you.  

Moody’s Financial Institutions Conference 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 challenges lie ahead and learn how to best prepare to thrive.

Why Attend?

<div class="custom-container w-container"><div class="custom-item-holder alt"><img src="https://global-uploads.webflow.com/59faed4401b9500001e97e74/5ae342314cc19f6883e3c11f_discover2-white.png" class="custom-item-icon alt"><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Discover</h1><p class="custom-item-para alt white">Discover fresh perspectives on the market dynamics</p></div></div><div class="custom-item-holder alt"><img src="https://global-uploads.webflow.com/59faed4401b9500001e97e74/5ae342ff8cb7533468114601_Analyze%202.png" class="custom-item-icon"><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Analyze</h1><p class="custom-item-para alt white">Analyse which trends will have the most significant impact in the year ahead</p></div></div><div class="custom-item-holder alt"><img src="https://global-uploads.webflow.com/59faed4401b9500001e97e74/5ae3432d0d74803949144d7f_network2.png" class="custom-item-icon"><div class="custom-item-text-holder"><h1 class="custom-item-heading alt white">Networking</h1><p class="custom-item-para alt white">Network with the top Moody's analysts and senior investors and other market participants.</p></div></div></div>

Agenda

8:00 AM     Registration & Breakfast

8:00 AM     Pre-conference Workshop

Enhance the Way You Do Fundamental Credit Analysis with Moody’s CreditView

Presented by Moody’s Analytics

9:00 AM     Welcome

Ana Arsov, Managing Director, Global Investment Banks, Finance Companies and Securities, Moody’s Investors Service

9:10 AM     Opening Remarks

Robert Fauber, President, Moody’s Investors Service

9:20 AM     Moody’s Address: State of the Credit Markets

Richard Cantor, Chief Credit Officer, Moody’s Investors Service; Chief Risk Officer, Moody’s Corporation

10:00 AM   Fireside Chat: How Technology Is Transforming the Financial Sector

Our keynote speaker, Hans Morris, will speak to Ana Arsov about current trends in fintech and what financial institutions must do to compete effectively.

  • ‍How innovative is the financial services industry today?
  • Which sectors are most exposed to fintech-driven disruption?
  • How should incumbents deal with these threats?
  • How tech-savvy are US firms versus global competitors?

Hans Morris, Managing Partner, Nyca Partners, Chairman of Lending Club, former Managing Director and Advisor at General Atlantic, former President of Visa Inc., and former Chief Financial Officer and Head of Finance, Technology and Operations for Citigroup’s institutional businesses

10:50 AM    Networking Break

11:10 AM    Panel Discussion: Preparing for Accelerated Technological Change

The panel will explore tech-related challenges and opportunities for various types of financial institutions. Looming large are threats from non-traditional players, including large and small tech companies.

  • How will new technologies and non-traditional competitors affect large banks, regional banks and insurers?
  • How are firms monitoring and responding to new technologies and business models?
  • What are the challenges and areas of focus in cybersecurity?
  • How will financial institutions meet changing customer preferences and expectations?

Sean Marion, Managing Director, Financial Institutions, Moody’s Investors Service (Moderator)

Cheryl Geremia, Managing Director, Global Head of Operational Risk, Morgan Stanley

Tom Hollyer, National Product Development Leader, Progressive

Charles Kim, Chief Financial Officer, Commerce Bank

12:00 PM    Luncheon & Featured Address: US Economic Outlook

Mark Zandi, Chief Economist, Moody’s Analytics

1:30 PM      Breakout Sessions I

Global Investment Banks

Pulse of the US Lending Environment

Life Insurance

Property & Casualty (Re)insurance

US Health Insurance

2:25 PM      Breakout Sessions II

Global Investment Banks

US Regional Banks

Life Insurance

Specialty Finance & GSEs

Funds & Asset Management

3:20 PM      Breakout Sessions III

US Regional Banks

European Banks

Canadian Banks

Property & Casualty (Re)insurance

Financial Guarantors and Mortgage Insurance Companies

4:05 PM     Conference Concludes

Speakers

Charles Kim

Executive Vice President and Chief Financial Officer

Other

Commerce Bancshares, Inc.

Other

Commerce Bancshares, Inc.

Executive Vice President and Chief Financial Officer

Charles Kim

Charles G. Kim, 56, Executive Vice President and Chief Financial Officer, Commerce Bancshares, Inc., has corporate responsibility for all financial functions for the company. He is also responsible for the Retail Line of Business, Technology & Enterprise Operations, Consumer Card, Marketing, Strategic Planning, Commerce Bank Mortgage, and Indirect Lending.

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Cheryl Geremia

Managing Director, Global Head of Operational Risk

Other

Morgan Stanley

Other

Morgan Stanley

Managing Director, Global Head of Operational Risk

Cheryl Geremia

Cheryl Geremia is the Global Head of Operational Risk for Morgan Stanley. She joined Morgan Stanley in 2008 as Managing Director, Global Head of Operations Risk & Control. She subsequently took on responsibility for Enterprise Operational Risk & Control which was integrated into the Operational Risk Department in early 2013 to form a single unit led by Ms. Geremia. Additionally, she is Co-Chair of the Firm’s Recovery and Resolution Planning program.

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Tom Hollyer

National Product Development Business Leader

Other

Progressive

Other

Progressive

National Product Development Business Leader

Tom Hollyer

As National Product Development Business Leader, Tom is responsible for designing and developing the next generation of auto insurance products for Progressive, usage-based insurance, Recreational Lines, and Progressive's centralized Data and Analytics team.

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Hans Morris

Managing Partner

Other

Nyca Partners

Other

Nyca Partners

Managing Partner

Hans Morris

Hans Morris is managing partner of Nyca Partners, a fintech VC in New York and San Francisco. He is the chairman of the board of Lending Club, and a board member of portfolio companies AvidXchange, Boomtown, Payoneer, and SigFig.

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Mark Zandi

Chief Economist

Moody's Analytics

Moody's Analytics

Chief Economist

Mark Zandi

Mark M. Zandi is chief economist of Moody’s Analytics, where he directs economic research. Moody’s Analytics, a subsidiary of Moody’s Corp., is a leading provider of economic research, data and analytical tools. Dr. Zandi is a cofounder of the company Economy.com, which Moody’s purchased in 2005.

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Further Information

Contact 
Moody’s Events 

Minsun Pak

Assistant Director – MIS Events and Outreach

+1 (212) 553-3268

minsun.pak@moodys.com