Programs We've Held Recently...


"Fintech Lending: The New Frontier in Banking" - The speakers at this program were 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 General Partner, Oak Capital


"Trade Wars, Geopolitical Risk and Country Risk: Key Considerations for Risk Professionals" - The speakers at this program were 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 were 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"


"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


"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


"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

November 5th 2014

"Regulatory Roundup: The New Binding Constraints" - Sponsored by SNL Financial (Presentations can be found here)

October 9th 2014

Member's Only Networking Reception at the New York Athletic Club - Sponsored by CreditSights, Inc.

September 10th 2014

"Mandatory Clearing One Year Later: Impact to Date and What's Next" - Speakers included Maria Baca, Officer, Financial Markets Infrastructure, Federal Reserve Bank of New York, Arthur Leiz, Managing Director, Investment Management Division, Goldman Sachs, Piers Murray, Managing Director, Global Head of OTC Derivatives Clearing and Prime Brokerage, Deutsche Bank, Chinmay Trivedi, Head of Global Treasury Operations, GE Capital Corporation

May 14th 2014

Annual Meeting & Dinner with Michael Alix, Federal Reserve Bank of New York - The Yale Club

April 10th 2014

"All Day Credit Symposium" - Panels and speakers can be found here.

February 27th 2014

"Chief Credit Officers Panel" - Speakers included Stephen Haratunian, Managing Director and Chief Credit Officer, Credit Suisse, George Malanga, Chief Credit Officer, The Bank of New York Mellon Corporation, Kim Whitney, Americas Global Corporate Investment Bank Credit Risk Executive, Bank of America Merrill Lynch, David Wildermuth, Chief Credit Officer, Goldman Sachs

November 19th 2013

"A Discussion on Resolution Planning: The FDIC's Orderly Liquidation Authority" - Speakers included Seth Grosshandler, Partner, Cleary Gottlieb Steen & Hamilton LLB, Robert Smalley, Executive Director, UBS Securities LLC, Ellis Whipple, Global Head of Unsecured Funding and Asset Liability Management, Goldman Sachs

October 8th 2013

"CCPs: Risk Reducers or Risk Transformers?" - Speakers included Jeanmarie Davis, Senior Vice President, Federal Reserve Bank of New York, Steven Mahoney, Managing Director, Credit Suisse, Suzanne Sprague, Executive Director, CME Group

September 10th 2013

"What to Expect in a Rising Interest Rate Environment" - Speakers included Julia Coronado, Chief Economist, BNP Paribas, David Hendler, Head of Financial Services/Senior Analyst, CreditSights, Inc., and Matthew Carroll, Senior Director, Standard & Poor's. Speaker presentations can be found here.

March 27th 2013

All Day Credit Symposium

March 6th 2013

"Algorithmic and High Frequency Trading: An Insider's View" - Speakers included Chris Concannon, Executive Vice President, Virtu Financial LLC, Hitesh Mittal, Vice President, AQR Capital Management, LLC, Brett Redfearn, Head of Market Structure Strategy for the Americas, JP Morgan Securites

May 9th 2013

Annual Dinner at the Princeton Club with speaker David Weisbrod, CEO, LCH.Clearnet LLC

January 15th 2013

"Chief Credit Officers Panel" - Speakers included Vincent DiMassimo the CCO of Morgan Stanley, Sharon Meadows the CCO of Credit Suisse AG, Patrick Ryan the CCO of Citigroup NA, and Ryan Zanin the CRO of GE Capital.

November 13th 2012

"RMBS & Housing Market Trends" - Speakers included Tanuj Garg a Director at Citigroup, Stephan Meili the Global Head of Market Risk at Barclays, and Robert Young a Managing Director at Citigroup.

September 19th 2012

"Evolving Trends in Non Bank Finance" - Speakers included Joe Ciacciarelli from BNY Mellon, Rodrigo Quintanilla from Standard and Poor's, and Alex Roever of JPMorgan Chase.