Emre Balta will be presenting at Treasury & ALM.

Mark Benaharon will be presenting at Treasury & ALM.

Thomas Braun will be presenting at Treasury & ALM.

Byron has been with Infor for over 15 years as a leader in the Financial Services, Banking, and Insurance space. He supports Infor’s global financial services customers and ensures that Infor is meeting all their application needs. Mr. Byrd is active in the industry at global events including ACT, Eurofinance, Sibos, and AFP. Prior to Infor, Byron worked for Pega and several North American banks.

Mark Cabana is the head of US Rates Strategy at BofA Global Research,
based in New York. In this role, he publishes research and trade
recommendations covering US short-term interest rates and macro
strategy. He also meets regularly with a broad range of clients to discuss
the firm’s views on Fed policy, interest rates, and financial regulation.
Cabana joined the firm in 2015.
Before joining BofA Securities, Mark worked as an officer in the Markets
Group at the Federal Reserve Bank of New York. He spent nearly 9 years
on the Open Markets Trading Desk which spanned the duration of the
financial crisis. While at the NY Fed, Cabana was closely involved with
the design and implementation for a number of asset purchase / QE
programs and also managed a team focused on analyzing global
macroeconomic conditions and financial markets.
Cabana earned a bachelor’s degree from Furman University and a
master’s degree from Johns Hopkins University in finance and
international relations. He is a CFA charterholder.

Fernando Carbone is a Lead Specialist in Quantitative Analytics at the Office of Risk Management of the Inter-American Development Bank. Fernando has over 20 years of experience in risk management, specializing in the application of quantitative methods in risk measurement, model validation, risk guidelines, and the design, development and implementation of risk models and systems for Bank treasury and capital market portfolios. He has led projects in quantitative risk management and is currently leading efforts to prepare internal models and systems for LIBOR Transition. Prior to joining IDB, Fernando held positions in quantitative analysis and financial engineering at Bear Stearns and Reuters America. Fernando holds a Ph.D. in Physics from the City University of New York.

Erjun Chen is a director of Internal Audit Department at CIT. His responsibilities include leading an audit team auditing the interest rate risk management, liquidity risk management, capital stress testing and other Treasury functions.

Before joining CIT, Erjun worked at Ernest & Young and KPMG as a Senior Audit Manager and an Audit Manager, respectively, focusing on the financial statements audits in the banking industry. Prior to that, he worked as a Foreign Exchange trader at one of Chinese Banks.

Erjun holds MBA in Finance from Fordham University Graduate School of Business. He is a CPA licensed in New York State. He obtained a certification of Data Analytics from eCornell.

Kevin Clarke will be speaking at CeFPro’s Treasury & ALM USA 2021 Congress.

Bill has worked in the financial services space for over 20 years in several senior roles, specifically within Product Management for more than 10 years. Bill is focused on delivering integrated finance, risk and regulatory compliance and reporting solutions to support regulated financial institutions in meeting their obligations to external regulators and their own board of directors.

Ashish Deccannawar is a Senior Manager at TD Bank and leads Liquidity Strategy and Governance function for TD’s Consolidated U.S. Operations (TD Bank and TD Securities). In this role, Ashish is responsible for calibrating assumptions for End of the day and Intraday liquidity stress tests, LCR, and NSFR. Currently, he is focused on implementing and enhancing governance around FR 2052a, NSFR, and Intraday. He is also responsible for Contingency Funding Plans (CFPs), and liquidity chapters of Recovery Resolution Planning (RRP).

Ashish is an expert in Liquidity risk, and Bank’s balance sheet management functions and has over 10 years of experience in funding and liquidity risk space. Prior to his current role, he worked as a management consultant at Big four consulting firms advising Global Systemically important Banks (G-SIBs) and other domestic US banks.

Ashish has extensive experience in advising US Banks in the Liquidity Risk space. Topics of his interest include Liquidity Stress Testing, Cash Flow Projections, Fr2052a reporting, Funds Transfer Pricing (FTP), and Net Stable Funding Ratio (NSFR)

Ashish holds MBA from Fordham University, where he specialized in Finance & Accounting and bachelor’s degree in Computer Science from University of Mumbai.

Gennadiy Goldberg will be presenting at Treasury & ALM.

Bryan Greathouse, CFA, currently serves as the Chief Investment Officer for Centennial Bank, wholy owned subsidiary of Home Bancshares (NASDAQ – HOMB). Previously, Bryan held positions pertaining to Asset-Liability Management as well as Liquidity Stress Testing and Funds Management with Centennial Bank and Bank OZK. Bryan began his career with Arvest Wealth Management and Arvest Bank as a Fixed Income Analyst, where he progressed to managing taxable and tax-exempt bond portfolios for trust and wealth management clients in addition to co-managing the ABG-Municipal Bond Fund. Bryan graduated with a Bachelors of Business Administration in Finance from the University of Central Arkansas and earned the Chartered Financial Analyst designation in 2015.

With over 30 years of experience in strategic risk management, Mike Guglielmo has provided technical and strategic consulting to a diverse group of financial institutions. Mike is also a frequent author and top-rated speaker on a variety of balance sheet and model risk management and operational risk management topics. He is the Immediate Past Chairman for the Financial Managers Society and is a faculty member for the FMS Institute.

During his tenure at DCG, Mike has served in various capacities, including director of financial analytics. In addition, he is a technical resource for the ongoing development of many of DCG’s quantitative and strategic risk management products and services. Prior to joining DCG, Mike managed the ALCO and strategic planning processes for a regional bank in the northeast. Mike is a graduate of Fairfield University with a degree in economics.

Vineet Gumasta will be presenting at Treasury & ALM.

Michael Harmon will be presenting at Treasury & ALM.

Mike is a Portfolio Manager for TIAA’s $280 Billion General Account investment portfolio.  His responsibilities include portfolio management, asset allocation, derivatives/hedging strategies, currency risk management, and portfolio ALM. Mike also works with TIAA’s Treasury team on portfolio liquidity management and funding/debt management.

Before joining TIAA, Mike was Director of Investment Risk Management at Genworth Financial where he was responsible for asset/liability management, derivatives risk oversight and counterparty credit risk.  At Genworth, Mike was also a Senior Derivative Trader where he traded interest rate swaps, futures, equity options, and developed hedging strategies.  Prior to working at Genworth, Mike was at Principal Financial Group where he managed a portfolio of structured products and derivatives.

Mike holds a BS in industrial engineering from University of Michigan and an MBA in finance from University of Illinois.  He is a CFA Charterholder and a Professional Risk Manager (PRM).

Oliver joined MUFG from UBS’ Investment Bank, where he was the Global Head of Market Risk. Prior to UBS, Oliver held various risk management positions in New York and Toronto over the last 17 years. He started his career in Bankers Trust’s Market Risk Department.  

Oliver graduated from Karlsruhe University (Germany) with a diploma in Industrial Engineering. Oliver holds a CFA designation.

Anthony joined Novo in 2017 as one of the first 10 global employees. In his current role as Head of Data & Risk, Anthony oversees Risk, Compliance, and Partner Bank Relationships. Anthony started working in the Fintech industry after graduating from Columbia University with a Masters of Science in Applied Analytics. Before working in fintech, Anthony served in the Australian Army, and then worked in corporate advisory with a focus on financial analysis of distressed mining assets in the Asia- Pacific region. Anthony completed an undergraduate degree majoring in Economics & Finance at the University of Western Australia.

Jay has worked in the financial service industry since 1995, serving in a variety of roles, including internal and external audit, consulting, and treasury, financial and accounting responsibilities.  He has been with BBVA USA for eleven years in the Internal Audit department, and is currently the Chief Audit Executive of BBVA USA.  Prior to becoming the Chief Audit Executive, he focused primarily on financial risks, including market, capital, and liquidity activities, and the related risk management and internal governance activities.  Prior to joining BBVA, he worked with PwC for several years, including a two year rotation in London from 2007 to 2009.  He is a Certified Professional Accountant and Certified Internal Auditor.

Yuhong Liu will be presenting at Treasury & ALM.

Kimy Metivier is Principal – Risk Management at Empyrean Solutions.  Before starting this role in 2017, Kimy worked at Wolters Kluwer as a Senior Sales Engineer for over 3 years. Prior to this, Kimy worked at Wall Street Systems as a Treasury Presales Consultant for over 2 years. He also worked at SunGard (now FIS) for over 9 years, first, as a Professional Services Consultant focusing on their ALM product and then as a Technical Sales Engineer.

In his current role, Kimy accompanies Regional Sales Managers during the initial discovery call to determine the needs of potential customers, and provides technical assistance regarding performance of our ALM, DFAST and Liquidity solution.  An important aspect of Kimy’s role is to be knowledgeable about product performance, upgrades, and any changes which will affect the product, in order to convey to the Sales team and potential customers.

Kimy earned his Bachelor’s degree and his Master’s degree in Economics from Montreal University.  Kimy also earned his MBA from Laval University in Quebec City, Quebec in 2001.  Kimy holds the CFA Charter.

Mr. Charlie Peng is currently a Senior Vice President and Head of Treasury at Bank of China USA, primarily responsible for managing the banking book interest rate risk, liquidity risk and funding operations, investment management and other treasury functions .

Prior to that, he was also Head of Market Risk Management at Bank of China USA, and a director in Global Risk Oversight group at American Express, mainly responsible for financial & treasury risk modelling and market risk oversight. He also worked at Bank of America Merrill Lynch and Deloitte.

He is a CFA and holds MS Computer Science from State University of New York at Binghamton, MS Economics at Fudan University and Bachelor at Nankai University in China.

Christian has been leading the liquidity risk management team of the Americas at Deutsche Bank over the last 3 years. He is an expert in setting up a best practice liquidity risk framework and is deeply involved in the liquidity stress scenario analysis including the review and challenge. During his career he was covering liquidity risk in both Treasury and Risk and worked in both domestic as well as foreign banks represented in the Americas. Christian is a regular speaker at Industry conferences.

Jeff Prelle will be presenting at Treasury & ALM.

Hugo Ramirez is an experienced, awarded audit top executive with a demonstrated history of working 32 years at three countries in the banking industry (29 in auditing). Mr. Ramirez holds a Master in Finance and a Bachelor’s degree in International Trade. Skilled in Management, Risk Management, Financial Analysis, Forensic (Fraud) Investigations, Regulatory Compliance, Finance, Data Analytics, and Banking Operations, Hugo is a strong professional also graduated from The University of Texas at Austin- McCombs School of Business, and, the Tecnologico de Monterrey (Leadership and Top Executives Development programs). Mr. Ramirez is a CRMA (IIA) and is Certified as Regulatory Vendor Program Manager. During his time at BBVA (32 years) he has held several top senior audit positions at four entities including Chief Audit Executive at two of those. Mr. Ramirez was key during the implementation of several global multidisciplinary audit projects along his career (e.g. Compliance RA tools, Agile organization, Offsite-Audit, etc.). He is a long-established member of the Institute of Internal Auditors and the Association of Certified Fraud Examiners. College professor and conference speaker are also part of his professional practice background.

Jessica Rice, Director, Senior Data Scientist, manages the Data Services group, providing responsive and thorough solutions to client questions/issues after diligent analysis. Engaged extensively in product enhancement, Rice’s experience has focused primarily on fixed income and derivatives, as well as expanding the quantitative analytics solution offering. Prior to her current position, Rice served as Director, Balance Sheet Analytics with Performance Trust Capital Partners, and also worked previously for ZM Financial Systems as Director, Consulting Services. Rice holds dual degrees from James Madison University in Quantitative Finance and Mathematics, with a minor in Economics.

Oskar Rogg is Head of Treasury, Americas for Credit Agricole CIB. He joined the bank in 2006 after stints at Ernst & Young/Cap Gemini, a fin-tech boutique and 10 years running a startup consulting firm. Oskar began his career at First Boston (now Credit Suisse) where he developed software, worked in municipal finance and traded repo and municipal GICs. He has authored 15 books and articles, including chapters on repurchase agreements in the Handbook of Fixed Income Securities and the Handbook of Treasury Securities. He is a graduate of Cornell University and holds Series 7, 63, & 24 registrations and a PMP.

Armel Romeo Kouassi will be presenting at Treasury & ALM.

Santosh is technology leader with 17+ years of experience in delivery of strategic, high impact technology programs. His experience spans multiple domains and industries. Most of his last decade he has built and executed technology roadmaps for large Canadian banks and insurance firms covering digital transformation, analytics, cloud, big data and emerging technologies like blockchain and machine learning. His core competencies are technology strategy, enterprise architecture and distributed systems. Throughout his career he has actively partnered, coached and mentored a number of leaders at various levels through technology challenges.

Fumi Shiba is Head of Market Risk of National Australia Bank, NY Branch overseeing the branch’s market risk and balance sheet and liquidity risk activities. Fumi joined National Australia Bank from Nikko Asset Management where she was the Regional Head of Risk overseeing a wide range of specialist risk areas in both investment risk and enterprise risk. Fumi holds a Bachelor of Arts in Economics from Kyoto University in Japan.

Steve is a Managing Director at Empyrean Solutions focused on introducing Empyrean to some of the largest, most sophisticated banks in North America, the UK, EU, and Asia-Pacific.  In this role, he leverages his experience as a successful financial services industry executive and consultant leading engagements in treasury, liquidity management, balance sheet and capital strategies, finance, regulatory risk compliance, and credit portfolio oversight.

He regularly presents and chairs industry risk conferences.  Steve has published in numerous industry journals including Bank Director, Bank Accounting and Finance, Commercial Lending Review, and American Banker.

Prior to joining Empyrean Solutions, Steve held Managing Director positions at Novantas and First Manhattan Consulting Group.  He started his career leading treasury at Shawmut National Corporation, a leading Northeast regional bank.  He has an undergraduate degree in economics from Allegheny College with honors and an MBA in finance from Tulane University.

Tess Virmani is Associate General Counsel and Executive Vice President, Public Policy of the Loan Syndications and Trading Association (LSTA).

Tess has a broad range of responsibilities at the LSTA. She leads the LSTA’s sustainable finance and ESG initiatives which seek to foster the development of sustainable lending as well as promote greater ESG disclosure in the loan markets. In addition, Tess engages in the LSTA’s policy initiatives, including market advocacy and spearheading industry solutions to market developments, such as the transition to replacement benchmarks. Tess focuses on maintaining and augmenting the LSTA’s extensive suite of documentation, which includes templates, market standards, and market and regulatory guidance. Finally, she is involved in the development and presentation of the LSTA’s robust education programs.

Prior to joining the LSTA, Tess practiced as a finance attorney at Skadden, Arps, Slate, Meagher & Flom LLP in New York. She received a B.S. in International Politics from the Walsh School of Foreign Service at Georgetown University and a J.D. from Fordham University School of Law. She is admitted as an attorney in New York. Tess is an FSA Level II Candidate.

Jason Wang, CFA, is Chief Risk Officer at Synergy Credit Union, the fourth largest credit union in Saskatchewan, Canada. He also sits on the advisory board of Marble Financial, a Vancouver-based fintech. In the past two decades, Jason has had extensive risk management, analytics and compliance experience spanning across organizations in the banking industry, including Citigroup, American Express, and TransUnion. Jason has been frequently interviewed by major media outlets including Bloomberg, CBC, CTV, etc. Jason received his Master of Business Administration from New York University. In addition, Jason is a CFA charterholder.

Matthew Whaley will be presenting at Treasury & ALM.

Allen Whipple is Managing Director and one of the founders of ActiveViam. In his current role, he is focused on expanding ActiveViam’s channel partners, including OEMs, Value Added Resellers (VARs) and integrated software vendors (ISVs). By joining forces with partners, Allen ensures that ActiveViam expands its offering within an ecosystem of integrated solutions to better address customer needs.

Paige Wisdom is a strategic executive with deep expertise in finance, risk management and capital markets at Fortune 500 financial institutions and private equity and venture capital-backed FinTech start-ups.  She has a track record of leading high performing teams through extensive M&A, financial market and large-scale transformation.  She is recognized as a results-oriented leader focused on leveraging data-driven analytics and creating an inclusive culture for talent development.

Paige currently serves on the board of Morgan Stanley Bank N.A. and Morgan Stanley Private Bank.  She currently is a member of both the Risk and Audit Committees.

For the past five years, Paige has been the CFO of non-bank, early-stage financial services companies owned by venture capital and private equity, including Exeter Finance, Renovate America, and Southern Management.

During the 2008 financial crisis, Paige took on the important role of Chief Enterprise Risk Officer at Freddie Mac where she was responsible for the management of credit, market, model, and operational risk as well as building the risk framework and governance for the $2 trillion company.

Paige holds an MBA from The University of Chicago Booth School of Business and a BS in math and computer science from the University of Illinois, Chicago.