Virtual ALM and IBOR Summit

Virtual ALM & IBOR Summit

Virtual ALM and IBOR Summit

VIRTUAL ALM AND IBOR SUMMIT

July 20 – 24, 2020

CeFPro aims to deliver thought leadership and insight in increasingly uncertain times by leveraging innovation and technology to bring a week long virtual event.

Join us at 10:00 (EST)/3:00 (BST) Monday to Friday for 1.5 hours of interactive, virtual learning. Each day aims to deliver new insight from a diverse range of high level speakers on a range of topical areas including:

INTEREST RATES ICON

INTEREST RATES
Discussing the changing rate environment and the ability of financial institution to sufficiently manage the balance sheet

STRESS TESTING ICON

STRESS TESTING
Exploring the latest developments and trends surrounding liquidity stress testing

COVID -19 2 ICON

COVID 19
Examining how the current crisis scenario is set to influence Asset & Liability Management

TRANSITION ICON

IBOR TRANSITION
Reviewing the path of transition and the remaining challenges to phase out LIBOR

COVID -19 ICON

COVID 19
Discussing the anticipated impacts of the current crisis on IBOR transition

View the full agenda here
Hear from industry experts including
Brian-Brown-head-shot--120x120

Brian Brown
Head of Liquidity Risk Management for UKI/CIB
Deutsche Bank

Armel K FinTech

Armel R. Kouassi
Head of Balance Sheet Modeling
Northern Trust

Oskar Rogg

Oskar Rogg
Head of Treasury
Credit Agricole

ishan lal

Ishan Lal
Director
Credit Suisse

ERJUN-112x120

Erjun Chen
Audit Director
CIT Bank

Vineet-Gumasta-120x120

Vineet Gumasta
Head of Balance Sheet Risk Management, North America
Rabobank

Sandeep Bhorkar

Sandeep Bhorkar
Director, IBOR Transition
Société Générale

man

Jason Granet
Head of LIBOR Transition
Goldman Sachs

Ian Fox

Ian Fox
Group IBOR Transition Director
Lloyds Banking Group

Mark Cabana

Mark Cabana
Head of US Rates Strategy
Bank of America

LenaYoung

Lena Young
Head of Audit Liquidity and Funding
Credit Suisse

Navin Rauniar

Navin Rauniar
CMB LIBOR Transition Lead
FVB Bank

View full speaker line up
Sponsorship

CAN YOUR ORGANIZATION CONTRIBUTE?

Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at this virtual event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact sales@cefpro.com or call us on +44 (0) 207 164 6582 (UK) / +1 888 677 7007 (USA) where a member of the team will be happy to tailor the right package for you.

Each virtual day will take place at 10:00 (EST)/3:00 (BST) for 1.5 hours and will feature; chairs opening remarks, presentation, panel discussion, live audience Q&A, live polling and documentation handouts.

During registration you can register for one or more of the sessions below:

MONDAY
JULY 20, 2020
10:00 (EST)/3:00 (BST)

INTEREST RATES
Discussing the changing rate environment and the ability of financial institution to sufficiently manage the balance sheet

  • Risk appetite
  • Potential for negative rates
    • Management techniques
  • Optimizing the balance sheet
  • Positioning the business
  • Modeling
  • Influences on decision making

Frank Sansone, SVP, Treasurer, China Construction Bank
Daniel Weigert, Head it Market and Liquidity Risk, IDB Bank NY 

TUESDAY
JULY 21, 2020
10:00 (EST)/3:00 (BST)

STRESS TESTING
Exploring the latest developments and trends surrounding liquidity stress testing

  • Formulating scenario’s and assumptions
    • Accessing the correct data
  • Development of early warning indicators
  • Reverse stress testing
  • Lessons learned from COIVD 19
  • Crisis planning

Brian Brown, Head of Liquidity Risk Management for UKI/CIB, Deutsche Bank
Vineet Gumasta, Head of Balance Sheet Risk Management, North America, Rabobank
Erjun Chen, Audit Director, CIT Bank (tbc) 

WEDNESDAY
JULY 22, 2020
10:00 (EST)/3:00 (BST)

COVID 19
Examining how the current crisis scenario is set to influence Asset & Liability Management

  • ALM strategy and response to COVID 19
  • Market conditions/economic outlook
  • Managing volatility in the balance sheet
  • Influences on regulation
  • Liquidity reserves
  • Modeling
  • Operational readiness: ALM teams working from home

Armel R. Kouassi, Head of Balance Sheet Modeling, Northern Trust
Oskar Rogg, Head of Treasury, Credit Agricole

Register here
Register here
Register here

THURSDAY
JULY 23, 2020
10:00 (EST)/3:00 (BST)

TRANSITION
Reviewing the path of transition and the remaining challenges to phase out LIBOR

  • Adoption of new rates
  • Developing liquidity in markets
  • Pricing products
  • Modeling
  • Contract review and avoiding law suits
  • Technology/system changes

Sandeep Bhorkar, Director, IBOR Transition, Société Générale
Jason Granet, Head of LIBOR Transition, Goldman Sachs
Daniel Wynne, IBOR Transition SME, National Australia Bank
Emiliano Papa, Head of Rates and FX, Deutsche Bank 

FRIDAY
JULY 24, 2020
10:00 (EST)/3:00 (BST)

COVID 19
Discussing the anticipated impacts of the current crisis on IBOR transition

  • Regulatory expectation
  • Working towards the original timelines
  • Allocation of resources
  • Market conditions/economic outlook
  • Influences on adopting new rates

Ian Fox, Group IBOR Transition Director, Lloyds Banking Group
Mark Cabana, Head of US Rates Strategy, Bank of America

ALL WEEK
JULY 20 – JULY 24, 2020
10:00 (EST)/3:00 (BST)

General outline of each online session

  • Short presentation lasting around 20-30 minutes
  • Followed by interactive panel discussion for around 40-45 minutes
  • Attendees will have the chance to participate in live Q&A

Each of the days will have its own unique format. For example, there may be during the presentation or panel discussion interactive polls, the thought-leaders may include handouts, whitepaper or additional materials.

Register here
Register here
Register here
Brian-Brown-head-shot--120x120

Brian Brown
Head of Liquidity Risk Management for UKI/CIB
Deutsche Bank

ERJUN-112x120

Erjun Chen
Audit Director
CIT Bank

Vineet-Gumasta-120x120

Vineet Gumasta
Head of Balance Sheet Risk Management, North America
Rabobank

Armel K FinTech

Armel R. Kouassi
Head of Balance Sheet Modeling
Northern Trust

ishan lal

Ishan Lal
Director
Credit Suisse

Oskar Rogg

Oskar Rogg
Head of Treasury
Credit Agricole

Frank-Sansone-Head-Shot-120x120

Frank Sansone
SVP, Treasurer
China Construction Bank

Daniel-Weigert-120x120

Daniel Weigert
Head IT Market and Liquidity Risk
IDB Bank NY

Register here
Sandeep Bhorkar

Sandeep Bhorkar
Director, IBOR Transition
Société Générale

Mark Cabana

Mark Cabana
Head of US Rates Strategy
Bank of America

Ian Fox

Ian Fox
Group IBOR Transition Director
Lloyds Banking Group

man

Jason Granet
Head of LIBOR Transition
Goldman Sachs

Emiliano Papa

Emiliano Papa
Head of Rates and FX
Deutsche Bank

Navin Rauniar

Navin Rauniar
CMB LIBOR Transition Lead
FVB Bank

Dan Wynne

Daniel Wynne
IBOR Transition SME
National Australia Bank

LenaYoung

Lena Young
Head of Audit Liquidity and Funding
Credit Suisse

Register here

GLOBAL SURVEY & REPORT
Providing clarity on upcoming trends and opportunities within non-financial risk, and an
assessment of the current software available to manage those risks

With more traditional credit and market risks better understood and controlled across the financial industry, attention is shifting towards understanding and management of Non-Financial Risks (NFR). The remit and definition of NFR continues to evolve and increase in focus and importance across the industry with areas spanning from model risk to operational risk and its subsets.

With NFR building momentum across the industry, this report looks to provide insights on the top non-financial risks prominent across the industry and to assess the future of these risks, future trends and challenges and also provide peer led vendor and in-house software rankings!

18th May 2020

Test Panel Discussion | Non-Financial Risk Survey Results Test

21st October 2019

Reviewing rate options, fall back language and pace of adoption across the major currencies and the ability to work across multiple jurisdictions

By Alaistair Sharp, Head of Short Term Interest Rate Trading London, Credit Suisse
14th October 2019

CeFPro Webinar – LIBOR Transition – How real is it?

27th September 2019
Sandeep Bhorkar, Director, IBOR Transition, Société Générale

Understanding how firms can develop internal transition plans, systems and modelling to ensure they are operationally ready

By Sandeep Bhorkar, Director, IBOR Transition, Société Générale Disclaimer: All of the views, opinions and interpretations presented herein are solely those of the speaker and should […]
12th September 2019
By Sebastien Cross, UK Rates Strategist, Bank of America

Investigating the pace of adoption and characteristics of risk-free rates and how the industry is being impacted by the transformation

By Sebastien Cross, UK Rates Strategist, Bank of America
29th August 2019
Top 3 Investment Priorities

Top 3 investment priorities according to FinTech Leaders 2019 Report

20th August 2019

Reviewing the latest trends and challenges surrounding LIBOR transition and the adoption of alternative reference rates

By Shannon Harris, Senior Research Executive, CeFPro
9th August 2019

Integrating conduct requirements and maturing risk culture of a firm

By Benoît Saint-Jevin, Head of OPC & TAC Coordination, Global Markets Americas, BNP Paribas
9th August 2019

Linking risk appetites to decision making

By Jacob Rosengarten, Principal, Wolf/Rosengarten Group
29th July 2019

Liquidity assumptions: Qualitative approaches

By Joe Peedikayil, SVP, Liquidity/Credit/Capital-Qualitative Model Validation, Wells Fargo
24th July 2019

Interest rates: How firms can sufficiently plan and prepare for multiple outcomes

By Yuhong Liu, Director, BNP Paribas
19th July 2019

Liquidity risk: Maintaining balance sheet stability and risk appetite

By Armel R. Kouassi, Head of Balance Sheet Modeling, Northern Trust
Sponsorship

CAN YOUR ORGANIZATION CONTRIBUTE?

Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at this virtual event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact sales@cefpro.com or call us on +44 (0) 207 164 6582 (UK) / +1 888 677 7007 (USA) where a member of the team will be happy to tailor the right package for you.

Representing a financial institution or government body – (E.g. Bank, Insurance company, Asset Manager, Regulator)

Registration is free if you are representing a financial institution or government body

ALL DAYS

Register for all five days

DAY ONE
MONDAY JULY 20

INTEREST RATES

DAY TWO
TUESDAY JULY 21

STRESS TESTING

DAY THREE
WEDNESDAY JULY 22

COVID 19 INFLUENCE ON ALM

DAY FOUR
THURSDAY JULY 23

IBOR TRANSITION

DAY FIVE
FRIDAY JULY 24

IMPACT OF COVID 19 ON IBOR TRANSITION

Register here

Representing an Information/Service Provider (Eg: Consultant, Vendor, Executive Search Firm, Law Firm)

ALL DAYS

Register for all five days

$599

DAY ONE
MONDAY JULY 20

INTEREST RATES

$199

DAY TWO
TUESDAY JULY 21

STRESS TESTING

$199

DAY THREE
WEDNESDAY JULY 22

COVID 19 INFLUENCE ON ALM

$199

DAY FOUR
THURSDAY JULY 23

IBOR TRANSITION

$199

DAY FIVE
FRIDAY JULY 24

IMPACT OF COVID 19 ON IBOR TRANSITION

$199

Register here

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Center for Financial Professionals