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31 July 2010
finance/insurance sector

4th Annual Capital Allocation and Stress Testing
Increasing capital adequacy with an emphasis on proactive risk management and improved stress testing

Event Date: 28-29 Jan 2010
Location: Millennium Broadway Hotel, Times Sqaure, New York, NY, USA

key conference speakers

Michel Araten
Managing Director, Global Credit Risk Management, JP Morgan Chase
Bogie Ozdemir
Vice President, Economic Capital, Stress Testing and Basel Analytics, Bank of Montreal
Michael Carhill
Director of Risk Analytics Division, Office of the Comptroller of the Currency, US Treasury Department
Brian Peters
Senior Vice President, Risk Management Function, Bank Supervision Group, Federal Reserve Bank of New York
Philip Chamberlain
Managing Director of Portfolio Management, Bank of New York Mellon

key conference topics

  • Reviewing how Capital Adequacy was Assessed and Where Opportunities Exist in Light of Current Economic Stress
  • Defining a Risk Appetite that Makes Sense for Your Business Structure
  • Sharing Lessons Learned from the Supervisory Capital Assessment Program (SCAP) Testing
  • Looking at the Future of Regulatory Concerns for Capital Allocation
  • Managing and Mitigating Counterparty Credit Risk
  • key conference features

  • Analyze how the economy has continued to drive capital adequacy planning throughout the industry
  • Identify ways to mitigate key areas of risk within your organization
  • Discover where regulation may be headed, and what changes may be afoot
  • Learn how top companies view macroeconomic factors in their capital planning
  • conference focus

    The past twelve months have brought unprecedented changes to the US financial system

    The past twelve months have brought unprecedented changes to the US financial system. The need for all financial institutions to discuss the impact of the credit crisis, share practices and assess how to re-evaluate their models in light of market turmoil and recent regulation is significant. As economic capital models evolve, a constant focus on effective risk management is paramount to ensure adequate capital allocation.

    The convergence of risks, the diversification benefit of risks, and some of the more intangible, and often hard to quantify risks such as liquidity risk, reputation risk, concentration risk, business risk, etc. have come to the forefront. Regardless of whether companies will fall under Basel II supervision, regulators will be looking to ensure that banks have sufficiently modeled their enterprise risks, and will focus on stress testing these models under much more stringent conditions than in the past.

    This conference will investigate how leading banks have been innovating their economic capital models to more truly reflect the challenges that today’s marketplace presents. It will also focus on how regulators are and will be taking a more strict approach to their risk assessments, their capital assessments and their stress testing of banks across the country.

    conference sponsors
    Silver Sponsor


    Moody's Economy.com

    Silver Sponsor


    Invictus Group

    Silver Sponsor


    Promontory Financial Group LLC

    Silver Sponsor


    Primatics Financial

    who should attend the conference

    marcus evans invites 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 venue

    Millennium Broadway Hotel
    145 West 44th St
    New York, NY 10036-4012
    USA

    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

    Michel Araten
    Managing Director, Global Credit Risk Management
    JP Morgan Chase

    Bogie Ozdemir
    Vice President, Economic Capital, Stress Testing and Basel Analytics
    Bank of Montreal

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

    Brian Peters
    Senior Vice President, Risk Management Function, Bank Supervision Group
    Federal Reserve Bank of New York

    Philip Chamberlain
    Managing Director of Portfolio Management
    Bank of New York Mellon

    Michael O’Malley
    Director, Credit Risk Analytics
    RBS Americas, Citizens Financial Group, Inc.

    Anthony Hughes
    Managing Director, Credit Analytics Group
    Moody’s Economy.com

    Bruce Stevenson
    Senior Vice President, Economic Capital & ICAAP
    HSBC USA

    Margaret Trench
    Senior Director, Portfolio Risk Management
    Barclays US

    Jeff Sant
    Managing Director, Client Services
    Primatics Financial, LLC

    Dolores (Lori) Miller, CFA
    Director Bank OpRisk Americas
    Credit Suisse

    Satya Mohit
    Vice President, Economic Capital Manager
    Fifth Third Bancorp

    Thomas Boltja
    Senior Vice President, Director Economic Capital Management
    KeyCorp

    Pete Fitzsimmons
    Managing Director, Risk Advisory Services
    Primatics Financial, LLC

    Jeffrey A. Brown
    Managing Director
    Promontory Financial Group LLC

    H. Walter Young
    Senior Vice President, Corporate Finance
    Zions Bancorporation

    Kamal Mustafa
    Chairman
    Invictus Consulting Group, LLC

    Erik Larson
    Director
    Promontory Financial Group LLC

    Ying Feng
    Senior Vice President, Director of Risk Analytics
    Huntington Bancshares Inc

    general enquiries

    Michael Bury

    455 N Cityfront Plaza Dr 9th Floor
    Chicago, IL, 60610


    Telephone:
    1 312 540 3000
    Fax: 1 312 894 6304
    Email: michaelb@marcusevansch.com


    sponsorship opportunities

    marcus evans Capital Markets

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

    Telephone: 888 844 4901
    Fax: 246 417 5328
    Email: capitalmarkets@marcusevansbb.com

    conference quote

    "Advance methodologies and tools around your allocation process to obtain capital adequacy goals "

    Improving capital allocation processes through refined risk management and enhanced stress testing methods