Global Financial Services Conference
 

Agenda

Global Financial Services Conference

Monday, September 8 - Wednesday, September 10, 2014

New York Hilton Midtown

1335 Avenue of Americas

New York City




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Printable agenda
Monday, September 8, 2014
 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
9:00 am - 9:40 amCitigroup Inc.
John Gerspach, CFO
The Travelers Companies, Inc.**
Jay Benet, Vice Chairman & CFO
Signature Bank
Joseph DePaolo, President & CEO
Eric Howell, EVP - Corporate & Business Development
Royal Bank of Canada**
Janice Fukakusa, CAO & CFO
Commerzbank AG
Stephan Engels, CFO
9:45 am - 10:25 amAmerican Express**
Josh Silverman, President, Consumer Products & Services
TD Ameritrade Holding Corp.
Fred Tomczyk, President & CEO
FirstMerit Corporation**
Paul Greig, Chairman & CEO
Intact Financial Corporation
Charles Brindamour, CEO
Royal Bank of Scotland Group PLC**
Ewen Stevenson, CFO
10:30 am - 11:10 amAmeriprise Financial**
James Cracchiolo, Chairman & CEO
E*Trade Financial
Matt Audette, CFO
Stonegate Mortgage Corp.**
Jim Cutillo, CEO
Home Loan Servicing Solutions Ltd.
John Van Vlack, CEO
Aegon Americas**
Mark Mullin, CEO Aegon Americas
11:15 am - 11:55 amFifth Third Bancorp**
Kevin Kabat, Vice Chairman & CEO
McGraw Hill Financial Inc.
Doug Peterson, CEO
Springleaf Holdings, Inc.
Jay Levine, President & CEO
RCS Capital Corp.
Larry Roth, CEO Cetera Financial Group
Michael Weil, President
Brian Jones, CFO
Brian Nygaard, COO
Andrew Backman, MD, Investor Services, PR
Barclays Africa Group Ltd**
Craig Bond, Chief Executive: Retail & Business Banking
12:00 pm - 1:10 pmKeynote Lunch - Sutton Parlor, 2nd Floor**
Barclays PLC
Tom King, CEO, Investment Bank
1:15 pm - 1:55 pmPartnerRe Ltd.
Bill Babcock, CFO
Equifax Inc.
Jeffrey Dodge, SVP, IR
CYS Investments Inc.
Kevin Grant, CEO
Synovus Financial Corp.
Kessel Stelling, Chairman & CEO
SEB
Jan Erik Back, CFO
2:00 pm - 2:40 pmCapital One Financial
Richard Fairbank, CEO
Federated Investors Inc
Chris Donahue, President & CEO
Vornado Realty Trust
Stephen Theriot, CFO
Two Harbors Investment Corp.
Thomas Siering, President & CEO
Bill Roth, CIO
Henderson Group PLC
Roger Thompson, CFO
2:45 pm - 3:25 pmBlackRock, Inc**
Rob Kapito, President
KeyCorp
Beth Mooney, Chairman & CEO
Don Kimble, CFO
Kimco Realty Corp.
Dave Henry, CEO & Vice Chairman
David Bujnicki, VP
Arlington Asset Investment Corp
Rock Tonkel, CEO
Brian Bowers, CIO
 
3:30 pm - 4:10 pmTCF Financial
William Cooper, Chairman & CEO
Navient Corp.
Jack Remondi, CEO
Brixmor Property Group Inc.
Michael Pappagallo, President & CFO
BDC Panel**
Apollo Investment Corp.
Ted Goldthorpe, President
Ares Capital Corp.
Kipp deVeer, CEO
Penni Roll, CFO
Fifth Street Finance Corp.
Leonard Tannenbaum, CEO
Prospect Capital Corp.
Grier Eliasek, President & COO
TPG Specialty Lending
Joshua Easterly, Co-CEO
 
4:15 pm - 4:55 pm Associated Banc-Corp
Philip Flynn, President & CEO
MGIC Investment
Curt Culver, Chairman & CEO
Joint Presentation
ARMOUR Residential REIT, Inc
Scott Ulm, Co-CEO
Jeffrey Zimmer, Co-CEO
James R. Mountain, CFO
Mark R. Gruber, COO
Javelin Mortgage Investment
 

Tuesday, September 9, 2014
 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 amU.S. Bancorp**
Richard Davis, Chairman, President & CEO
Andrew Cecere, Vice Chairman & CFO
General Growth Properties**
Sandeep Mathrani, CEO
CoreLogic Inc.
Frank Martell, COO
 Legal & General
Mark Gregory, CFO
8:15 am - 8:55 amNorthern Trust**
Steven Fradkin, President, Wealth Management
Comerica Incorporated**
Ralph Babb, Chairman & CEO
Karen Parkhill, Vice Chairman & CFO
BMO Financial Group**
Tom Flynn, CFO
Santander Consumer USA Holdings, Inc.**
Jason Kulas, President & CFO
Banco Bilbao Vizcaya Argentaria S.A.
Jaime Saenz De Tejada, CFO
9:00 am - 9:40 amState Street Corporation
Joseph L. Hooley, CEO
Michael Bell, CFO
First Horizon National Corporation
Bryan Jordan, Chairman, President & CEO
TD Bank Group**
Tim Hockey, Group Head, Canadian Banking, Auto Finance & Wealth Management, TD Bank Group & President & CEO, TD Canada Trust
Simon Property Group
David Simon, Chairman & CEO
Admiral Group PLC
Geraint Jones, CFO
Andrew Rose, CEO, comparenow.com
9:45 am - 10:25 amBNY Mellon
Gerald Hassell, Chairman & CEO
Ally Financial Inc.**
Michael Carpenter, CEO
Jeff Brown, CEO of Dealer Financial Services
Canadian Imperial Bank of Commerce - CIBC**
Kevin Glass, SEVP, CIBC & CFO
Radian Group
S.A. Ibrahim, CEO
Credit Suisse Group AG**
David Mathers, CFO
10:30 am - 11:10 amPNC Financial Services Group
William Demchak, Chairman, President & CEO
CIT Group, Inc
John Thain, Chairman & CEO
Scott Parker, CFO
Lincoln Financial Group
Dennis R. Glass, President & CEO
City National
Russell Goldsmith, Chairman & CEO
Christopher Carey, CFO
Danske Bank
Henrik Ramlau-Hansen, CFO
11:15 am - 11:55 amSunTrust Banks**
Bill Rogers, Chairman & CEO
Webster Financial
James Smith, Chairman & CEO
Glenn MacInnes, EVP & CFO
Fidelity National Information Services**
Gary Norcross, President & COO
Woody Woodall, CFO
PennyMac Financial Services, Inc.
Stanford Kurland, Chairman & CEO
David Spector, President & COO
Friends Life
Andy Briggs, Group Chief Executive
12:00 pm - 12:40 pmDiscover Financial Services**
Mark Graf, EVP & CFO
New York Community Bancorp
Joseph R. Ficalora, President & CEO
Texas Capital Bancshares
C. Keith Cargill, President & CEO
Peter Bartholow, COO & CFO
Vince Ackerson, President, Texas & Chief Lending Officer
John Hudgens, Chief Credit Officer & CRO
Fidelity National Financial, Inc.
Brent Bickett, President
Tony Park, CFO
Dan Murphy, Treasurer
KBC
Luc Popelier, CFO
12:45 pm - 1:55 pmKeynote Lunch - Sutton Parlor, 2nd Floor**
JPMorgan Chase & Co.
Marianne Lake, CFO
2:00 pm - 2:40 pmMorgan Stanley**
Ruth Porat, EVP & CFO
People's United Financial
Jack Barnes, President & CEO
CBOE Holdings, Inc.
Ed Provost, President & COO
SLM Corp.
Raymond J. Quinlan, CEO
Steven J. McGarry, EVP & CFO
Crédit Agricole S.A.
Bernard Delpit, Group CFO
2:45 pm - 3:25 pmRegions Financial
Grayson Hall, CEO
Astoria Financial
Monte N. Redman, President & CEO
Nasdaq OMX Group, Inc.
Lee Shavel, EVP & CFO
Umpqua Holdings Corp.
Ray Davis, President & CEO
Ron Farnsworth, EVP & CFO
Gjensidige Forsikring ASA**
Catharina Hellerud, CFO
3:30 pm - 4:10 pmZions Bancorporation**
Doyle Arnold, Vice Chairman & CFO
Fulton Financial Corp.
Phil Wenger, President & CEO
Unum Group
Rick McKenney, EVP & CFO
Walter Investment Management
Gary Tillett, CFO
Denmar Dixon, Vice Chairman & CIO
 
4:15 pm - 4:55 pmEquity Residential
David Neithercut, President & CEO
EverBank Financial Corp.**
Robert Clements, Chairman & CEO
Steve Fischer, EVP & CFO
WisdomTree Investments Inc
Jonathan Steinberg, CEO
Amit Muni, CFO
Five Oaks Investment Corporation
David Carroll, CEO
David Oston, CFO
David Akre, Head of Whole Loans
 

Wednesday, September 10, 2014
 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 amWells Fargo
John Shrewsberry, CFO
Capital Bank Financial Corp.
Gene Taylor, Chairman & CEO
Chris Marshall, CFO
Ocwen Financial Corp.
Michael Bourque, CFO
CBRE Group, Inc.
Bob Sulentic, CEO
Jim Groch, CFO & Global Director of Corporate Development
Deutsche Börse
Gregor Pottmeyer, CFO
8:15 am - 8:55 amThe Allstate Corporation
Tom Wilson, Chairman, President & CEO
Bank of Hawaii Corp.
Peter Ho, Chairman, President & CEO
Invesco Mortgage Capital Inc.
John Anzalone, CIO
New York Mortgage Trust, Inc
Steven Mumma, CEO
Nordea
Johan Näs, Head of Corporate & Institutional Banking Sweden
9:00 am - 9:40 amCME Group
Jamie Parisi, CFO
Sean Tully, Senior MD, Interest Rate and OTC Products
Financial Institutions M&A Outlook**
Barclays
Lee Einbinder, Co-Head of FIG Americas
Tod Perkins, Chairman of Depositories
Tom Vandever, Head of FIG Americas M&A
 JGWPT Holdings, Inc.
John Schwab, Chief Financial Officer
BNP Paribas
Philippe Bordenave, COO
9:45 am - 10:25 amEast West Bancorp
Irene Oh, EVP & CFO
U.S. Bank Capital Reform Update & Outlook**
Barclays
Faizal Sayani, Director, Head of Capital Advisory
FXCM Inc.
Drew Niv, CEO
Robert Lande, CFO
PennyMac Mortgage Investment TrustAXA
Henri de Castries, Chairman & CEO
10:15 am - 11:15 amACE Limited - Evan Greenberg, Chairman & CEO - Informal Q&A Session, Clinton Suite
10:30 am - 11:10 amScotiabank
Sean McGuckin, EVP & CFO
Regulatory & Political State of Play**
Barclays
Patrick Durkin, MD, US Head of Government Policy & Finance
Intercontinental Exchange, Inc.
Scott Hill, CFO
ZAIS Financial Corp.
Michael Szymanski, President
Brian Hargrave, CIO
Swedbank AB
Michael Wolf, President/CEO
11:15 am - 11:55 amBank of America**
Bruce Thompson, CFO
Asset/Liability Management Update**
Barclays
Tom O'Hara, MD, Financial Institution Structuring
KCG Holdings Inc.
Daniel Coleman, CEO
First American Financial
Mark Seaton, CFO
Société Générale
Philippe Heim, Group CFO
12:00 pm - 1:10 pmKey Conference Takeaways & Global Financial Services Outlook** Sutton Parlor, 2nd Floor
Barclays Equity Research Analyst Panel
Andy Broadfield, Europe – Insurance
Mark DeVries, United States – Consumer Finance
Daniel Garrod, Europe – Diversified Financials
Jay Gelb, United States – Life & Non-Life Insurance
Jason Goldberg, United States – Large-Cap and Mid-Cap Banks
Kenneth Hill, United States – Brokers, Asset Managers & Exchanges
Jeremy Sigee, Europe – Banks
Ross Smotrich, United States – REITS

     **No Breakout Session
Meetings Only Companies:
Aberdeen Asset Management PLC ADN.L Israel Discount Bank
DSCT.TA
Alpha Bank ACBr.AT
Lloyds Banking Group plc
LLOY.L
Aviva plc
AV.L
Macerich Company MAC
Banco do Brasil
BBAS3.SA
Man Group PLC
EMG.L
Bank Alior S.A.
ALRR.WA
Mapfre
MAP.MC
Bank HaPoalim
POLI.TA
Mizuho Financial Group Inc.
8411.T
Bank Leumi
LUMI.TA
Och-Ziff Capital Management Group LLC
OZM:US
Bank of Georgia Holdings Plc
BGEO:LN
Old Mutual PLC
OML.L
Bank of Ireland
BKIR.I
Piraeus Bank S.A.
BOPr.AT
BankUnited, Inc.
BKU:US
Redwood Trust, Inc.
RWT:US
Catlin Group Ltd
CGL.L
RSA Insurance Group plc
RSA.L
Cherry Hill Mortgage Investment Corp.
CHMI
Sberbank
SBER.MM
Delta Lloyd
DL:NA
SL Green Realty Corp.
SLG
Deutsche Bank AG
DBKGn.DE
St. James's Place
SJP.L
Element Financial EFN.TO
Standard Chartered PLC
STAN.L
Erste Group Bank
ERST.VI
Susquehanna Bancshares Inc.
SUSQ:US
Essent Group 
ESNT
SVB Financial Group
SIVB
Eurobank           EURBr.AT
TBC Bank
TBCB:LI
Goldman Sachs Group Inc. - Dinearound Only
GS
UBS AG
UBSN.VX
Hartford Financial Services Group
HIG
Whitehorse Finance Inc.
WHF
HSBC Holdings
HSBA.L
Zurich Insurance Group AG
ZURN.VX
ICAP PLC
IAP.L


Investors Bancorp Inc.
ISBC