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02 September 2010
finance/insurance sector

3rd Annual Capital Allocation and Stress Testing
Improving economic capital adequacy through focused risk management and stress testing

Event Date: 22-23 Jan 2009
Location: Millennium Broadway Hotel, New York, USA

key conference speakers

Bruce Steveson
Senior Vice President, Econonmic Capital & ICAAP, HSBC USA
Jim Haught
Director of Economic Capital, RBS, Citizens Bank
Robert Kula
EVP and Group Head Quantatative Risk Analysis in Risk Management, KeyBank
Joseph L. Breeden
President and Chief Operating Officer, Strategic Analytics
David Palmer
Senior Supervisory Financial Analyst, Credit Risk Section, Federal Reserve Board of Governors

key conference topics

  • Analyze how current regulations are changing capital allocation strategies
  • Identify key areas of risk within your organization
  • Discover which processes and methods are necessary to satisfy a risk-based approach to economic capital
  • Ascertain how best to comply with regulatory measures
  • Learn how the current market has effected allocation strategies and how to measure your capital demands
  • conference focus

    In today’s competitive environment, affected by the credit crunch and Basel II final rules, financial institutions must fully

    In today’s competitive environment, affected by the credit crunch and Basel II final rules, financial institutions must fully comprehend the relationship between risk and capital in order to make the most efficient use of capital resources and unlock shareholder value. Capital allocation has become increasingly risk sensitive, and in addition to measuring risk effectively, Institutions are charged with creating models that incorporate newly identified risk categories in order to allocate capital adequately.

    conference sponsors
    Platinum Sponsor


    Ernst & Young

    Silver Sponsor


    Strategic Analytics

    Preferred Partner


    Fermat

    Preferred Partner


    Moody's Economy.com

    who should attend the conference

    Managing Directors, EVPs, SVPs, VPs, Directors, Heads and other senior executives of:
    • Economic Capital
    • Capital Management
    • Risk (credit, market, operational)
    • Treasury
    • Basel II

    the conference organisers

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.



    conference speakers

    Bruce Steveson
    Senior Vice President, Econonmic Capital & ICAAP
    HSBC USA

    Jim Haught
    Director of Economic Capital
    RBS, Citizens Bank

    Michael Friesen
    Director, Risk and Capital Modeling
    The Toronto - Dominion Bank

    Mark Eichelberger
    Senior Vice President, Head of Economic Capital
    Wachovia Corporation

    Robert Kula
    EVP and Group Head Quantatative Risk Analysis in Risk Management
    KeyBank

    Joseph L. Breeden
    President and Chief Operating Officer
    Strategic Analytics

    Douglas Lucas
    Executive Director, Head of CDO Research
    UBS AG

    Graydon Barz
    Director, Capital Allocation, Risk Management, and Basel II
    Citigroup Inc.

    David Palmer
    Senior Supervisory Financial Analyst, Credit Risk Section
    Federal Reserve Board of Governors

    Richard Hamilton
    Senior Vice President, Capital Manager, Risk Capital Anaytics Group, Corporate Risk Management
    National City Corporation

    Qingji Yang
    Principle
    Ernst & Young

    Paul Ross
    Senior Vice President, Head of Enterprise Wide Risk
    UnionBanCal Corporation

    Dennis Black
    Vice President, Quantatative Analytics
    Comerica Incorporated

    Michael Carhill
    Director of the Risk Analytics Division
    Office of the Comptroller of the Currency, US Treasury Department

    Rick Miller
    Vice Presdent, Credit Risk Data Solutions, Risk Management
    CIBC

    Don Vangel

    Ernst & Young

    Adam Girling

    Ernst & Young

    general enquiries

    Jamal Batson - Capital Markets

    CGI Tower, 3rd Floor
    Warrens, St. Michael
    Barbados, BB12001

    Telephone:
    246 417 5328
    Fax: 888 844 4901 (Toll Free)
    Email: capitalmarkets@marcusevansbb.com


    sponsorship opportunities

    Jamal Batson

    CGI Tower, 3rd Floor
    Warrens, St. Michael
    Barbados, BB12001

    Telephone: 888.844.4901
    Fax: 246.417.5328
    Email: defense@marcusevansbb.com

    conference quote

    "Explore the latest methodologies, regulations and tools impacting capital allocation today"

    Responding to capital allocation needs to meet regulatory guidelines and achieve allocation goals