Global Financial Services Conference
 

Agenda

Global Financial Services Conference

Wednesday, September 16 - Friday, September 18, 2015

New York Hilton Midtown

1335 Avenue of Americas

New York City




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Printable agenda
Wednesday, September 16, 2015
 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 amCitigroup Inc.
John Gerspach, CFO
Santander Consumer USA Holdings, Inc.
Jason Kulas, CEO
Manulife Financial
Gavin Robinson, CEO, Japan
Walter Investment Management
Denmar Dixon, EVP, CIO & Vice Chairman
Gary Tillet, CFO
 
8:15 am - 8:55 amThe Travelers Companies, Inc.**
Jay Fishman, CEO
SallieMae
Ray Quinlan, CEO
  UBS AG**
Sergio P. Ermotti, Group Chief Executive Officer
9:00 am - 9:40 amComerica, Inc.**
Ralph Babb, Chairman & CEO
Synchrony Financial**
Margaret Keane, President & CEO
Brian Doubles, EVP & CFO
FirstMerit Corporation
Paul Greig, CEO
Arch Capital Group Ltd.
Mark Lyons, EVP & CFO
 
9:45 am - 10:25 amNorthern Trust Corporation**
Frederick Waddell, Chairman & CEO
Equifax Inc.
Jeffrey Dodge, SVP, IR
Associated Bank
Philip Flynn, President & CEO
First American Financial
Mark Seaton, CFO
Swedbank AB
Anders Karlsson, Chief Risk Officer & Member of the Group Executive Committee
10:30 am - 11:10 amCitizens Financial Group, Inc.
Bruce Van Saun, Chairman & CEO
Legg Mason
Joseph Sullivan, Chairman & CEO
Bank of Hawaii Corporation
Peter Ho, Chairman, President & CEO
PennyMac Financial Services, Inc.
David Spector, President & COO
Banco Popular Español
Francisco Sancha, CFO
11:15 am - 11:55 amBB&T**
Kelly King, Chairman & CEO
CME Group, Inc.
John Pietrowicz, CFO
Zions Bancorporation**
Scott McLean, President & COO
American Capital Agency
Gary Kain, President & CIO
Danske Bank**
Henrik Ramlau-Hansen, CFO
12:00 pm - 1:10 pmKeynote Lunch - Sutton Parlor, 2nd Floor**
Wells Fargo & Company
John Shrewsberry, CFO
1:15 pm - 1:55 pmAlly Financial Inc.**
Chris Halmy, CFO
Nasdaq
Adena Friedman, President
Annaly Capital Management, Inc.
Kevin Keyes, President & CEO
David Finkelstein, Head of Agency Portfolio
Michael Quinn, Co-Head Commercial Real Estate
Jeff Thompson, Co-Head Commercial Real Estate
ARMOUR Residential REIT, Inc.
Scott Ulm, Co-CEO
Jeff Zimmer, Co-CEO
James Mountain, CFO
Mark Gruber, COO & Head of Portfolio Management
 
2:00 pm - 2:40 pmRegions Financial
Grayson Hall, Chairman & CEO
CBOE Holdings, Inc.
Ed Provost, President & COO
Synovus Financial Corp.
Kessel Stelling, Chairman & CEO
Cherry Hill Mortgage Investment Corp.
Jeffrey Lown, President & CIO
Banco Sabadell
Albert Coll, Group Markets & Institutional Policy Director
2:45 pm - 3:25 pmOcwen Financial
Ron Faris, CEO
Michael Bourque, CFO
 First Horizon National Corporation
Bryan Jordan, Chairman, President & CEO
BDC Panel**
Apollo Investment Corporation
Ted Goldthorpe, President
Ares Capital Corporation
Michael Smith, Co-President
Fifth Street Finance Corp.
Todd Owens, CEO
Prospect Capital
Grier Eliasek, President
TPG Specialty Lending, Inc.
Joshua Easterly, Chairman & co-CEO
 

Thursday, September 17, 2015
 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 amBank of America**
Brian Moynihan, CEO
TCF Financial Corporation
Craig Dahl, Vice Chairman & President
KCG Holdings Inc.
Daniel Coleman, CEO
CYS Investments, Inc.
Kevin Grant, Founder & CEO
Scotiabank
Sean McGuckin, CFO
8:15 am - 8:55 amU.S. Bancorp**
Richard Davis, Chairman, President & CEO
Kathy Rogers, Vice Chairman & CFO
The Allstate Corporation
Tom Wilson, Chairman & CEO
E*TRADE Financial**
Paul Idzik, CEO
Fidelity National Financial
Brent Bickett, President
Tony Park, CFO
Dan Murphy, Treasurer
Société Générale
Severin Cabannes, Deputy CEO
9:00 am - 9:40 amBNY Mellon
Todd Gibbons, CFO
Brian Shea, CEO, Investment Services
BMO Financial Group**
Cam Fowler, Group Head, Canadian Personal & Commercial Banking
Webster Financial Corporation
James Smith, Chairman & CEO
Glenn MacInnes, EVP & CFO
MGIC Investment
Pat Sinks, CEO
Royal Bank of Scotland Group PLC
Richard O'Connor, Head of IR
9:45 am - 10:25 amPNC Financial Services Group
William S. Demchak, Chairman, President & CEO
Intact Financial Corporation
Charles Brindamour, CEO
Signature Bank
Joseph DePaolo, President & CEO
John Tamberlane, Vice Chairman
Eric Howell, EVP, Corporate & Business Development
Radian Group Inc.
S.A. Ibrahim, CEO
Joseph D'Urso, President of Clayton
Frank Hall, CFO
Virgin Money
Jayne-Anne Gadhia, CEO
10:30 am - 11:10 amState Street
Gunjan Kedia, EVP, Head of Investment Servicing, Americas
Royal Bank of Canada**
Janice Fukakusa, CAO & CFO
The Carlyle Group L.P.
Curt Buser, CFO
Ken Hersh, CEO, NGP Energy Capital Management
PennyMac Mortgage Investment Trust
David Spector, President & COO
AXA
Thomas Buberl, CEO AXA Germany
11:15 am - 11:55 amFifth Third Bancorp**
Tayfun Tuzun, CFO
TD Bank Group**
Colleen Johnston, Group Head, Finance, Sourcing & Corporate Communications & CFO
Astoria Financial
Frank E. Fusco, Senior EVP & CFO
McGraw Hill Financial Inc.
Doug Peterson, CEO
Crédit Agricole S.A.
Jérôme Grivet, Deputy Managing Director
12:00 pm - 12:40 pmSunTrust Banks, Inc.**
Aleem Gillani, CFO
Discover Financial Services**
Mark Graf, CFO & EVP
New York Community Bancorp, Inc.
Joseph R. Ficalora, President & CEO
Equity Residential
David J. Neithercut, CEO & President
Deutsche Börse
Gregor Pottmeyer, CFO
12:45 pm - 1:50 pmKeynote Lunch - Sutton Parlor, 2nd Floor**
2:00 pm - 2:40 pmCapital One Financial**
Rich Fairbank, CEO
Lincoln Financial Group
Dennis Glass, President & CEO
EverBank Financial Corp.
Rob Clements, Chairman & CEO
Steve Fischer, CFO
Brixmor Property Group
Michael Pappagallo, President & CFO
Bankia S.A.
Leopoldo Alvear, CFO
2:45 pm - 3:25 pmAmerican International Group**
David Herzog, CFO
Huntington Bancshares
Mac McCullough, CFO
Texas Capital Bancshares, Inc.
Keith Cargill, President & CEO
Julie Anderson, CAO
CBRE Group, Inc.
Bob Sulentic, CEO
London Stock Exchange Group Plc
David Warren, CFO
3:30 pm - 4:10 pmFair Isaac Corp.
Will Lansing, CEO
 Capital Bank Financial Corp.
Gene Taylor, CEO
Chris Marshall, CFO
 Legal & General
Mark Gregory, CFO
4:15 pm - 4:55 pmBlackRock, Inc**
Gary Shedlin, CFO
Navient Corp.
Jack Remondi, CEO
Chimera Investment Corp.
Matt Lambiase, CEO
Rob Colligan, CFO
 SEB
Jan Erik Back, CFO

Friday, September 18, 2015
 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 - 5:00 pmRegistration - East Corridor, 2nd Floor
7:15 am - 8:10 amKeynote Breakfast - Sutton Parlor, 2nd Floor**
JPMorgan Chase & Co.
Jamie Dimon, Chairman & CEO
8:15 am - 8:55 amIntercontinentalExchange, Inc.**
Scott Hill, CFO
Financial Institutions M&A Outlook**
Barclays
St. James Place
David Bellamy, CEO
  
9:00 am - 9:40 amKeyCorp
Don Kimble, CFO
Christopher Gorman, President, Corporate Bank
U.S. Bank Capital Reform Update & Outlook**
Barclays
Five Oaks Investment Corporation
David Oston, CFO
  
9:45 am - 10:25 am Regulatory & Political State of Play**CoreLogic
Frank Martell, COO
  
10:30 am - 11:10 amMorgan Stanley**
Eric Heaton, President of Morgan Stanley Bank NA, CEO & President of Morgan Stanley Private Bank NA
Asset/Liability Management Update**KBC Groep NV
Luc Popelier, CFO
  
11:15 am - 11:55 amAmerican Express**
Jeff Campbell, CFO
The Mechanics of Lift-Off**CIBC
Laura Dottori, Senior EVP & Chief Risk Officer
  
12:00 pm - 1:10 pmKey Conference Takeaways & Global Financial Servies Outlook - Sutton Parlor, 2nd Floor**
Barclays Equity Research Analyst Panel

Printable agenda
       **No Breakout Session


       Meetings Only Companies: 
Aberdeen Asset Management PLC ADN LN Goldman Sachs Group Inc.
GS
Admiral Group PLC
ADM LN
Henderson Group PLC
HGG LN
AFLAC INC.          AFL ICAP PLC
IAP LN
Alpha Bank    ALPHA GA Israel Discount Bank
DSCT IT
American Capital, Ltd.   ACAS Itaú Unibanco Holding SA
ITUB4 BZ
Arlington Asset Investment Corp.             AI Lloyds Banking Group
LLOY LN
Banca Sistema 
BST IM
MAPFRE
MAP SM
Banco Bilbao Vizcaya Argentaria   
BBVA SM
Man Group PLC 
EMG LN
Banco do Brasil
BSLI3 BZ
Mizuho Financial Group Inc.
8411 JP
Bank HaPoalim
POLI IT
Monex Group, Inc.
8698 JP
Bank Leumi
LUMI IT
Munich RE 
MUVGn DE
Bank of Georgia 
BGEO LN
New Residential Investment Corp   
NRZ
Bank of Ireland
BKIR ID
Oaktree Capital Group, LLC
OAK
BankUnited, Inc.
BKU
Och-Ziff Capital Management Group LLC OZM
Brown & Brown, Inc.
BRO
Popular Inc 
BPOP
Canadian Western Bank
CWB CN
Sanlam
SLM SJ
Credit Suisse Group AG
CSGN VX
T. Rowe Price Group
TROW
Element Financial
EFN CN
Tryg
TRYG DC
Erste Group Bank
EBS SW
Voya Financial, Inc.
VOYA
Garanti Bank
GRNYO TI