Regulatory Trends and Managing Profitability in Financial Institutions

PRESENTATION September 19, 2014

Speaker / Author

Marti Tirinnanzi

President and CEO, Financial Standards Inc.

Marti Tirinnanzi has notable accomplishments in the field of corporate finance, specifically financial risk management, hedging strategies using derivatives contracts and financial instrument accounting. She was named by Futures Magazine as one of the Top 25 Most Influential People based on her work with Fannie Mae and Freddie Mac to promote transparency and central clearing of derivatives contracts. Her recent project work involves developing a means to hedge the credit risk of 30-year residential mortgages and securities without relying on guarantees from Fannie Mae and Freddie Mac. She is also involved in designing currency-hedging programs for affordable housing development in emerging ... Read More

Annetta Cortez

Managing Director of ACT Consulting

Annetta Cortez is a seasoned practitioner and consultant with over twenty years of experience in the area of risk and capital management with a client base that includes many of the major financial institutions and regulatory authorities throughout the world. She has worked in over 30 countries and in all major financial markets jurisdictions. She has delivered a wide range of risk related engagements across all segments of risk and capital management to banks, insurers, other financial institutions, large corporations, governments and regulatory authorities. Most recent assignments have mainly focused on delivering solutions in response to new banking regulations. Ms. Cortez ... Read More

Jeff Curry

Director, Deloitte & Touche LLC

Jeff Curry is a director in the governance, regulatory and risk practice within Deloitte & Touche’s Enterprise Risk Services Group. He primarily serves the mid-tier banking and other financial services companies in the areas of enterprise risk management (ERM), stress testing, financial risk management and regulatory risk management. Jeff’s focus has been on the development and enhancement of comprehensive ERM frameworks, risk governance structures, risk policy development, risk metrics and reporting, risk reporting, risk analytics, risk/control assessment processes and other dimensions of the ERM process. His career emphasis has also been on financial risk management, including market risk management, liquidity ... Read More

Frank Morisano

Partner, Ma Lee Advisory Limited

Frank Morisano has over 25 years of practical experience and serves as a partner at Ma Lee Advisory Limited. He advises the firm’s clients on implementing strategic and tactical solutions related to the growth of earnings, performance improvement, liquidity management, prudent risk taking, new market development, creating pervasive organizational cultures and strengthening corporate governance. Previously, Mr. Morisano spent many years with PricewaterhouseCoopers Consulting in Asia, Europe and North America. His management experience includes serving as a chief strategy officer, chief risk officer, chief credit officer and managing director of mergers and acquisitions. The global corporations he has worked for include Bank ... Read More