Gearing for the Future in Risk Management

Registration is now closed. If you would like to register for this event, please email staff@interdependence.org.

“Gearing for the Future in Risk Management” has been approved for  4 CTFA credits by the Institute of Certified Bankers.  CTFA credits should be distributed as follows: 1 FID, 3 INV.  This statement should not be viewed as an endorsement of this program or its sponsor.  ICB Members must report these credits at www.icbmembers.org.

AGENDA

8:30 – 9:00 a.m. | Registration

9:00 – 9:10 a.m. | Opening Remarks

• Ralph Giraud, Part Time Lecturer, Rutgers School of Business – Camden

9:10 – 10:00 a.m. | The Macroeconomy, Monetary Policy and the Fed, and Municipal Challenges
Experts look at the macroeconomy, monetary policy and the role of the Fed. The current and anticipated future condition of municipal finance will also be explored.

• Luke Tilley, Officer and Economic Advisor with the Federal Reserve Bank of Philadelphia
• Tom Kozlik, Director and Municipal Credit Analyst, Janney Montgomery Scott
• Moderator: Ralph Giraud, Part Time Lecturer, Rutgers School of Business – Camden

10:00 – 10:50 a.m. | Risk on the Street: Operation & Regulation of Investment Vehicles
Regulatory challenges concerning hedge funds, ETFs (Exchange Traded Funds) and mutual funds are addressed.

• Fabio Battaglia, Partner, Stradley Ronon Stevens & Young, LLP
• Christopher Zimmerman, Counsel, Stradley Ronon Stevens & Young, LLP
• Moderator: Nicholas Kiritz, Senior Principal, Promontory Financial Group, LLC

10:50 – 11:10 a.m. | Coffee Break

11:10 a.m. – 12:00 p.m. | Making Mole Hills Out of Mountains (of Data)
Measuring and managing risk is a task that requires the navigation, aggregation and distillation of mountains of data in order to derive actionable analyses. This panel will examine the steps required to meet these challenges.

• Michael Boldin, Senior Economic Analyst, Federal Reserve Bank of Philadelphia
• Tom Kimner, Head of Americas Risk Practice at SAS Institute
• Werner Hahn, Co-Founder of Knight’s Hammer LLC
• Moderator Jefferson Braswell, Founding Partner and CEO, Tahoe Blue Ltd.

12:00 – 12:50 p.m. | Regulatory Trends and Managing Profitability in Financial Institutions
This panel will discuss implications of regulatory reforms on financial institution profitability.

• Marti Tirinnanzi, President and CEO of Financial Standards, Inc.
• Jeff Curry, Director – AERS/Governance, Regulatory & Risk Strategies/Financial Services, Deloitte & Touche LLP
• Annetta Cortez, Managing Director of ACT Consulting
• Moderator: Frank Morisano, Board Member, Ma Lee Advisory Limited

12:50 – 1 p.m. | Conclusion

• Steven Lee, Chair, The Financial Risk Institute