Global Financial Services Conference
 

Agenda

Global Financial Services Conference

Wednesday, September 12 - Friday, September 14, 2018

New York Hilton Midtown

1335 Avenue of the Americas

New York City




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Printable agenda
Wednesday, September 12, 2018
 Gramercy Suite
Breakout Session - Gibson Suite
Murray Hill Suite
Breakout Session - Clinton Suite
Nassau Suite
Breakout Session - Madison Suite
Regent Parlor
Breakout Session - Morgan Suite
Beekman Parlor
Breakout Session - Bryant Suite
7:00 am - 9:00 amBreakfast - Sutton Parlor, 2nd Floor
7:00 am - 5:00 pmRegistration - East Corridor, 2nd Floor
7:30 am - 8:10 amKeynote Breakfast - Sutton Parlor, 2nd Floor** Introduction by Jes Staley, Group CEO, Barclays
Office of the Comptroller of the Currency
Joseph M. Otting, Comptroller of the Currency
8:15 am - 8:55 amCitigroup Inc.
John Gerspach, CFO
Fifth Third Bancorp**
Greg Carmichael, Chairman, President & CEO
Cboe Global Markets
Ed Tilly, CEO & Chairman
AGNC Investment Corp**
Gary Kain, CEO & CIO
Prudential Plc**
Mike Wells, CEO
9:00 am - 9:40 amSunTrust Banks, Inc.**
Allison Dukes, CFO
Signature Bank
Joseph DePaolo, President & CEO
Eric Howell, Corporate & Business Development - EVP
Nasdaq, Inc.
Michael Ptasznik, CFO
SLM Corp.
Ray Quinlan, Chairman & CEO
 
9:45 am - 10:25 amKeyCorp
Beth Mooney, Chairman & CEO
Don Kimble, CFO
Texas Capital Bancshares, Inc.
Keith Cargill, President & CEO
Julie Anderson, CFO
Prologis, Inc
Chris Caton, SVP, Research
The Travelers Companies, Inc.**
Alan Schnitzer, Chairman & CEO
Bankia SA
Leopoldo Alvear, CFO
10:30 am - 11:10 amPNC Financial Services Group Inc
William S. Demchak, Chairman, President & CEO
Robert Reilly, EVP & CFO
 CBRE Group, Inc.
Jim Groch, CFO
AXA Equitable Holdings, Inc
Mark Pearson, President & CEO
 
11:15 am - 11:55 amCitizens Financial Group, Inc.**
Bruce Van Saun, Chairman & CEO
Zions Bancorporation
Scott McLean, President & COO
Edward Schreiber, EVP & CRO
Boston Properties, Inc.
Owen Thomas, CEO
The Allstate Corporation**
Tom Wilson, Chairman, President & CEO
 
12:00 pm - 12:40 pmAmerican Express**
Jeff Campbell, CFO
Bank of Hawaii Corp.
Peter Ho, Chairman, President & CEO
BDC Panel**
Apollo Investment Corp.
Tanner Powell, President & Chief Investment Officer
Ares Capital Corp.
Kipp deVeer, Partner, Head of Credit Group
Michael Smith, Partner, Co-Head of Credit Group
Oaktree Specialty Lending Corp.
Edgar Lee, CEO & CIO
TPG Specialty Lending, Inc.
Joshua Easterly, CEO & Chairman
CIBC
Laura Dottori, SEVP & Chief Risk Officer
Christina Kramer, SEVP & Group Head, Personal & Small Business Bkng
 
12:45 pm - 1:55 pmKeynote Lunch - Sutton Parlor, 2nd Floor**
Barclays PLC
Tim Throsby, President, Barclays Bank & CEO, Barclays International
2:00 pm - 2:40 pmBank of America**
Andy Sieg, Head of Merrill Lynch Wealth Management
First Horizon National Corporation
Bryan Jordan, President, CEO & Chairman
Great-West Lifeco Inc.**
Garry MacNicholas, EVP & CFO
Prosperity Bancshares, Inc.
Eddie Safady, President
 
2:45 pm - 3:25 pmBlackRock Inc.**
Tom Wojcik, Global Head of Investor Relations & Corporate Development and Head of Americas Strategy
M&T Bank Corporation
Darren King, EVP & CFO
Sun Life Financial
Steve Peacher, President, Sun Life Investment Management
Mr. Cooper Group
Jay Bray, Chairman & CEO
Swedbank AB
Anders Karlsson, CFO
3:30 pm - 4:10 pmDiscover Financial Services**
Mark Graf, EVP & CFO
Synovus Financial Corp.
Kessel Stelling, Chairman & CEO
TD Bank Group**
Greg Braca, Group Head, U.S. Retail
TMX Group Ltd.
Lou Eccleston, CEO
DNB
Kjerstin Braathen, CFO

Thursday, September 13, 2018
 Gramercy Suite
Breakout Session - Gibson Suite
Murray Hill Suite
Breakout Session - Clinton Suite
Nassau Suite
Breakout Session - Madison Suite
Regent Parlor
Breakout Session - Morgan Suite
Beekman Parlor
Breakout Session - Bryant Suite
7:00 am - 9:00 amBreakfast - Sutton Parlor, 2nd Floor
7:00 am - 5:00 pmRegistration - East Corridor, 2nd Floor
7:30 am - 8:10 amComerica Inc.**
Ralph Babb, CEO
Muneera Carr, CFO
TCF Financial Corp.
Craig Dahl, Chairman & CEO
 Navient
Jack Remondi, President & CEO
Tryg A/S
Johan Brammer, Chief Commercial Officer
8:15 am - 8:55 amBNY Mellon**
Charlie Scharf, Chairman & CEO
Mike Santomassimo, CFO
BMO Financial Group
Tom Flynn, CFO
TransUnion
Jim Peck, President & CEO
PennyMac Financial Services, Inc.
David Spector, President and CEO
Société Générale
Philippe Heim, Deputy CEO
Diony LEBOT, Deputy CEO
9:00 am - 9:40 amU.S. Bancorp**
Andy Cecere, Chairman, President & CEO
Terry Dolan, Vice Chairman & CFO
Webster Financial Corp.
John Ciulla, President & CEO
Glenn MacInnes, EVP & CFO
Brookfield
Brian D. Lawson, CFO & Sr. Managing Partner
Two Harbors Investment Corp.
Thomas Siering, President & CEO
Bill Roth, CIO
Bill Greenberg, Co-Deputy CIO
Nordea Bank AB**
Christoffer Rees, CFO
9:45 am - 10:25 amState Street Corporation
Ron O'Hanley, President & COO
Eric Aboaf, CFO
 Royal Bank of Canada
Rod Bolger, CFO
Radian Group Inc.
Rick Thornberry, CEO
Standard Chartered PLC
Simon Cooper, CEO, Corporate, Commercial & Institutional Banking
10:30 am - 11:10 amRegions Financial Corp.**
John Turner, President & CEO
Umpqua Holdings Corp.
Cort O'Haver, CEO
Ron Farnsworth, CFO
Intact Financial Corp.
Louis Marcotte, SVP & CFO
Air Lease Corporation
John Plueger, CEO & President
Royal Bank of Scotland Group PLC**
Katie Murray, Deputy CFO
11:15 am - 11:55 am East West Bancorp
Dominic Ng, Chairman, President & CEO
iStar Inc.
Jay Sugarman, Chairman & CEO
MGIC Investment Corp.
Tim Mattke, EVP and CFO
Banco Sabadell
Sergio Palavecino, Group Financial Management Director & CFO Spain
12:00 pm - 12:40 pmAlly Financial Inc.**
Jennifer LaClair, CFO
Associated Banc-Corp
Phil Flynn, CEO
Chris Niles, CFO
Fair Isaac Corp.
Dave Lightfoot, VP Product Management
Invesco Mortgage Capital Inc.
John Anzalone, CEO
European Reinsurance Panel
Hannover Re
Roland Vogel, CFO
JLT
Ed Hochberg, CEO North America
Swiss Re
12:45 pm - 1:55 pmKeynote Lunch - Sutton Parlor, 2nd Floor**
JPMorgan Chase & Co.
Marianne Lake, CFO
2:00 pm - 2:40 pm New York Community Bancorp, Inc.
Joseph R. Ficalora, President & CEO
Lincoln National Corp.**
Dennis Glass, President & CEO
First American Financial Corp.
Mark Seaton, CFO
 
2:45 pm - 3:25 pmNorthern Trust Corp.
S. Biff Bowman, CFO
Peter Cherecwich, President, Corporate & Institutional Services
Bank OZK
George Gleason, Chairman & CEO
 PennyMac Mortgage Investment Trust
David Spector, President and CEO
Legal & General Group PLC
Nigel Wilson, CEO
3:30 pm - 4:10 pmU.S. Mid-Cap Bank Panel**
BofI Holding, Inc.
Greg Garrabrants, President & CEO
First Midwest Bancorp
Michael Scudder, Chairman, President & CEO
Home BancShares Inc.
John Allison, Chairman
    

Friday, September 14, 2018
 Gramercy Suite
Breakout Session - Gibson Suite
Murray Hill Suite
Breakout Session - Clinton Suite
Nassau Suite
Breakout Session - Madison Suite
Regent Parlor
Breakout Session - Morgan Suite
Beekman Parlor
Breakout Session - Bryant Suite
7:00 am - 9:00 amBreakfast - Sutton Parlor, 2nd Floor
7:00 am - 12:00 pmRegistration - East Corridor, 2nd Floor
7:30 am - 8:10 amWells Fargo & Company
John Shrewsberry, CFO
Equifax, Inc.
John Gamble, CFO
 FinTech: Digital Currency Panel
Bitgo
Mike Belshe, CEO
Bitpay Inc
Stephen Pair, CEO
Xapo
Ted Rogers, President
 
8:15 am - 8:55 amHuntington Bancshares Inc.
Mac McCullough, CFO
Rich Porrello, President of Huntington Auto Finance
 U.S. Bank Capital Update & Outlook Panel**
Barclays PLC
Faizal Sayani, Managing Director
Credit Karma**
Joe Kauffman, Chief Financial Officer
 
9:00 am - 9:40 amMoody's Corp.
Mark Almeida, President
CIT Group, Inc.
Ellen Alemany, Chairwoman & CEO
Financial Services Regulatory State of Play Panel**
Barclays PLC
Anna Harrington, Director
Brendan Reilly, Head of U.S. Government Relations & Regulatory Policy
FinTech: Wealth Technology Panel
Betterment
Jon Stein, Founder & CEO
SigFig
Michael Sha, CEO
United Capital
Joe Duran, CEO
 
9:45 am - 10:25 amVerisk Analytics
Lee Shavel, CFO
Legg Mason Inc.
Joe Sullivan, Chairman & CEO
Rate/QE Impact on Financials Panel**
Barclays PLC
Joseph Abate, Managing Director, Interest Rate Strategy
FinTech: Mobile-First Banking
Aspiration
Andrei Cherny, CEO
Moven
Marek Forysiak, CEO
Varo
Colin Walsh, CEO and Founder
 
10:30 am - 11:10 amS&P Global Inc.
Doug Peterson, CEO
SEB
Masih Yazdi, Finance Director
An In-depth Look at the Deposit Landscape
Novantas, Inc.
Pete Gilchrist, EVP
Andrew Frisbie, EVP
Bob Warnock, VP
Coinbase** 
11:15 am - 11:55 amNational Mortgage Insurance Corporation
Bradley Shuster, CEO
Claudia Merkle, President
Adam Pollitzer, EVP, CFO
Financial Institutions M&A Outlook Panel**
Barclays Investment Banking
Lee Einbinder, Vice Chairman, Banking
Tom Vandever, Head of FIG Americas
Accounting Issues Impacting Financials Panel**
Financial Accounting Standards Board (FASB)
R. Harold Schroeder, Board Member
FinTech: Small Business Lending Technology
Fundation
Sam Graziano, CEO
Kabbage
Kevin Phillips, Head of Corporate Development
On Deck Capital, Inc.
Noah Breslow, Chief Executive Officer
SmartBiz
Evan Singer, CEO
 
12:00 pm - 1:10 pmKey Conference Takeaways & Global Financial Services Outlook** - Sutton Parlor, 2nd Floor
Barclays Equity Research Analyst Lunch Panel
Jeremy Campbell, United States - Brokers, Asset Managers & Exchanges
Mark DeVries, United States - Consumer Finance
Claudia Gaspari, Europe - Insurance
Jay Gelb, United States - Life & Non-Life Insurance
Amit Goel, Europe - Banks
Jason Goldberg, United States - Large-Cap Banks
Matt Keating, United States - Mid-Cap Banks
Chris Manners, Europe - Banks
Manav Patnaik, United States - Business & Professional Services
Ross Smotrich, United States - REITs

Printable agenda
**No Breakout Session

Companies Hosting One-on-One Meetings Only
Company Company
ABN AMRO Group NV HSBC Holdings PLC
Admiral Group plc ING
AIB Group plc Intercontinental Exchange Inc.
Alpha Bank Intesa Sanpaolo SpA
Amalgamated Bank Jones Lang LaSalle Inc.
Ameriprise Financial KBC NV
Arch Capital Group Ltd. Kimco Realty
ASR Nederland NV London Stock Exchange Group Plc
AXA SA Man Group plc
Banco Bilbao Vizcaya Argentaria S.A. MAPFRE SA
Banco Santander SA MarketAxess Holdings Inc.
Bank of Ireland Marsh & McLennan Cos.
BankUnited, Inc. Morgan Stanley
BAWAG PLC Munich RE
BlackRock Inc. NN
Brixmor PacWest Bancorp
Canadian Western Bank People's United Financial, Inc.
CME Group Inc. Popular, Inc.
CoreLogic Inc. Provident Financial plc
Credit Suisse Group AG Quilter (formerly Old Mutual PLC)
Cullen/Frost Bankers, Inc. Raiffeisen Bank International
Danske Bank A/S RSA Insurance Group PLC
Deutsche Boerse AG Sabre Insurance Group plc
Digital Realty Trust Inc. Sampo
Dime Community Bancshares St. James's Place
Direct Line Insurance Group Standard Life Aberdeen
DWS Group SVB Financial Group
Erste Group Bank AG Svenska Handelsbanken
Eurobank Ergasias SA Synchrony Financial
Fidelity National Financial, Inc. The Carlyle Group
First Interstate BancSystem Inc. UBS Group AG
Goldman Sachs Group Inc. - DINE AROUND ONLY UniCredit SpA
Hargreaves Lansdown Virtus Investment Partners, Inc.
Hartford Financial Services Group Western Alliance Bancorp
Hastings Group Holdings Plc.