US Housing & Housing Finance Executive Series IV
What’s after the boom
Join us for our second annual series of spotlight discussions with senior leaders from a range of industries with exposure to the US housing market, from financial institutions, home builders and housing REITs, to real estate brokers and building products companies.
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Agenda12.00EDT
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SpeakersCharlotte Simonelli Executive Vice President & CFO Anywhere Real Estate Inc.
Edmond DeForest Senior Vice President, Business & Consumer Services, Corporate Finance Moody's Ratings
Bruce R. Jones Executive Vice President and Chief Risk Officer Travelers
Michael Dion, CFA VP-Senior Analyst, Financial Institutions Moody's Ratings
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Charlotte Simonelli is executive vice president, chief financial officer and treasurer of AnywhereSM. In her role, she leads all financial functions across the company’s multiple businesses and brands, including financial reporting, planning and analysis, accounting, treasury, tax, and investor relations. She serves on the Anywhere Executive Committee and reports to Anywhere CEO Ryan Schneider.
Immediately prior to joining Anywhere (formerly Realogy) in March 2019, Charlotte served as Vice President and Chief Financial Officer, Medical Devices, for Johnson & Johnson. With deep financial experience with multi-brand companies in the United States and Europe, Charlotte has held progressively responsible finance positions at Reckitt Benckiser, Kraft Foods Inc., PepsiCo., and Unilever. Her background includes strong experience in P&L management, financial planning and analysis, mergers and acquisitions, sales finance, SAP project management, supply chain finance and audit.
Charlotte holds an MBA from the University of Chicago Graduate School of Business and a Bachelor of Science in Accounting from the Rochester Institute of Technology.
Ed DeForest is a Senior Vice President on the Technology and Services team. Ed covers a portfolio of services and software companies in a range of verticals.
Ed joined Moody’s in February, 2012 from the Federal Reserve Bank of New York, where he shared responsibility for leading a team of examiners reviewing the wholesale loan portfolios of the 10 largest New York-based banks. Prior to his work at the Fed, Ed was a managing director with D.B. Zwirn, where he was the global head of asset management. While there, Ed managed the credit and illiquid risk department, with a portfolio of about $5 billion of assets under management. Ed also worked for 19 years at JPMorgan Chase, in both the credit and lending and the investment banking departments, covering a range of companies in the Technology, Telecommunications, Cable TV, Publishing and Broadcasting sectors. Ed has a B.A. from the University of Pennsylvania and his M.B.A. is from Carnegie Mellon University
Bruce R. Jones is Executive Vice President and Chief Risk Officer at The Travelers. He is also a member of the company’s Management and Operating Committees and leads Enterprise Risk Management department.
Bruce joined Travelers in 1978 as an actuarial student, working on the Workers Compensation product in Hartford, CT. He has held Chief Actuary positions in both National Accounts (10+ years) and Commercial Accounts (5+ years). He has helped build and lead the current ERM group (over the last 10+ years). During his career at Travelers, he has been instrumental in the development of CARMA (Client Access Risk Management Analysis), Loss responsive pricing and cash flow models, LRRS (Loss Reserve Reporting System), APE (Account Pricing Exhibits), Field Office and Regional Controllable Income reporting, Production reporting, Flow (Agency submission activity), ROE model, the proprietary hurricane catastrophe model, Economic Capital Model, business unit and product Performance Measures, the Chart Book for risk exposures and the Risk Book.
Bruce is a Fellow of the Casualty Actuarial Society, a Member of the American Academy of Actuaries and a Chartered Enterprise Risk Analyst (CERA). He has served as a member of the Individual Risk Committee of the NCCI, the Actuarial Research Committee of ISO, the NY, PA and MA WC Actuarial Committees, and the chairman of AAA ERM subcommittee. He also co-authored papers for the CAS on “Measuring R.O.E. from a Financial Planning Perspective” and for AAA on “Insurance Enterprise Risk Management Practices.” He holds a bachelor’s degree and a master’s degree from Boston University.
Bruce and his wife, Debora, have six children and live in Connecticut.
Mike joined Moody’s in September 2017 and is currently responsible for covering the property & casualty insurance sector, including personal and commercial insurers, reinsurers, brokers and title insurers. He brings to this role a wide range of experience in the equity and credit markets, having worked as a sell-side and buy-side equity analyst covering financials, especially insurance, as well as a credit analyst. Prior to joining Moody’s, Mike was co-head of research of a start-up research operation for UBS Wealth Management and also covered the financial sector. Before joining the buy-side, Mike was an equity analyst, primarily covering the property &casualty sector, at Sandler O’Neill + Partners, ABN Amro, and Hoefer & Arnett, now part of Raymond James. Before receiving his graduate degree, Mike worked as a financial analyst at the Industrial Bank of Japan and the Banc of California.
Mike received his MBA with an emphasis in Investments and International Finance from the University of Notre Dame, and a BS with a focus in Finance from the University of Southern California. Mike is a Chartered Financial Analyst (CFA) and member of the New York Society of Securities Analysts and the CFA Institute.
Charlotte Simonelli is executive vice president, chief financial officer and treasurer of AnywhereSM. In her role, she leads all financial functions across the company’s multiple businesses and brands, including financial reporting, planning and analysis, accounting, treasury, tax, and investor relations. She serves on the Anywhere Executive Committee and reports to Anywhere CEO Ryan Schneider.
Immediately prior to joining Anywhere (formerly Realogy) in March 2019, Charlotte served as Vice President and Chief Financial Officer, Medical Devices, for Johnson & Johnson. With deep financial experience with multi-brand companies in the United States and Europe, Charlotte has held progressively responsible finance positions at Reckitt Benckiser, Kraft Foods Inc., PepsiCo., and Unilever. Her background includes strong experience in P&L management, financial planning and analysis, mergers and acquisitions, sales finance, SAP project management, supply chain finance and audit.
Charlotte holds an MBA from the University of Chicago Graduate School of Business and a Bachelor of Science in Accounting from the Rochester Institute of Technology.
Ed DeForest is a Senior Vice President on the Technology and Services team. Ed covers a portfolio of services and software companies in a range of verticals.
Ed joined Moody’s in February, 2012 from the Federal Reserve Bank of New York, where he shared responsibility for leading a team of examiners reviewing the wholesale loan portfolios of the 10 largest New York-based banks. Prior to his work at the Fed, Ed was a managing director with D.B. Zwirn, where he was the global head of asset management. While there, Ed managed the credit and illiquid risk department, with a portfolio of about $5 billion of assets under management. Ed also worked for 19 years at JPMorgan Chase, in both the credit and lending and the investment banking departments, covering a range of companies in the Technology, Telecommunications, Cable TV, Publishing and Broadcasting sectors. Ed has a B.A. from the University of Pennsylvania and his M.B.A. is from Carnegie Mellon University
Bruce R. Jones is Executive Vice President and Chief Risk Officer at The Travelers. He is also a member of the company’s Management and Operating Committees and leads Enterprise Risk Management department.
Bruce joined Travelers in 1978 as an actuarial student, working on the Workers Compensation product in Hartford, CT. He has held Chief Actuary positions in both National Accounts (10+ years) and Commercial Accounts (5+ years). He has helped build and lead the current ERM group (over the last 10+ years). During his career at Travelers, he has been instrumental in the development of CARMA (Client Access Risk Management Analysis), Loss responsive pricing and cash flow models, LRRS (Loss Reserve Reporting System), APE (Account Pricing Exhibits), Field Office and Regional Controllable Income reporting, Production reporting, Flow (Agency submission activity), ROE model, the proprietary hurricane catastrophe model, Economic Capital Model, business unit and product Performance Measures, the Chart Book for risk exposures and the Risk Book.
Bruce is a Fellow of the Casualty Actuarial Society, a Member of the American Academy of Actuaries and a Chartered Enterprise Risk Analyst (CERA). He has served as a member of the Individual Risk Committee of the NCCI, the Actuarial Research Committee of ISO, the NY, PA and MA WC Actuarial Committees, and the chairman of AAA ERM subcommittee. He also co-authored papers for the CAS on “Measuring R.O.E. from a Financial Planning Perspective” and for AAA on “Insurance Enterprise Risk Management Practices.” He holds a bachelor’s degree and a master’s degree from Boston University.
Bruce and his wife, Debora, have six children and live in Connecticut.
Mike joined Moody’s in September 2017 and is currently responsible for covering the property & casualty insurance sector, including personal and commercial insurers, reinsurers, brokers and title insurers. He brings to this role a wide range of experience in the equity and credit markets, having worked as a sell-side and buy-side equity analyst covering financials, especially insurance, as well as a credit analyst. Prior to joining Moody’s, Mike was co-head of research of a start-up research operation for UBS Wealth Management and also covered the financial sector. Before joining the buy-side, Mike was an equity analyst, primarily covering the property &casualty sector, at Sandler O’Neill + Partners, ABN Amro, and Hoefer & Arnett, now part of Raymond James. Before receiving his graduate degree, Mike worked as a financial analyst at the Industrial Bank of Japan and the Banc of California.
Mike received his MBA with an emphasis in Investments and International Finance from the University of Notre Dame, and a BS with a focus in Finance from the University of Southern California. Mike is a Chartered Financial Analyst (CFA) and member of the New York Society of Securities Analysts and the CFA Institute.