Moody's Canadian Banking and Insurance Briefing returns to Montreal in November! Join us for a networking lunch, followed by a series of panels by our analysts on the outlook of the banking and insurance sector in Canada.
Agenda
Registration and networking lunch
North American banking panel
The panelists will explore and debate the implications of the weakening macroeconomic environment on the banking systems in Canada and the US, addressing top of mind questions including:
- The impact of the outlook for rising interest rates and higher unemployment on Canadian banks
- A comparison of Canadian and U.S. bank capital adequacy
- Liquidity trends at Canadian and U.S. banks
- Profitability trends at Canadian and U.S. banks
- State of the Canadian consumer and impacts of higher rates and a slowing economy on the banks’ residential mortgage portfolios
North American insurance panel
The panelists will explore and debate the implications of the weakening macroeconomic environment on the life and property & casualty (P&C) insurance sectors in Canada and the US, addressing top of mind questions including:
- Impact of inflation and rising interest rates on life and P&C insurers
- Future of M&A activity, considering the challenging current macroeconomic outlook.
- Implications of IFRS 17 on Moody’s credit metrics and credit profiles
- Impact of recent hurricanes and future catastrophe events, including adequacy of reserves
Event Details:
Venue Name: Le Mount Stephen
Address: 1440 Drummond St, Montreal, Quebec H3G 1V9, Canada
Date: November 9, 2022
Time: 11:30 AM – 2:00 PM EST
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Mr. Pinto is the Global Co-Head of Insurance Ratings and Research. Previous positions at Moody’s included Global Head of Funds & Asset Management and Chief Credit Policy Officer for banks.
Mr. Pinto is also an Executive Sponsor for Moody’s CFA and Administrative Professionals Networks; and he is a Mentor Advisor in the Women’s Business Resource Group and a member of CORE (Creating Opportunities for Racial Equity). Additionally, Mr. Pinto sits on the Asset Management Committee which oversees the firm’s retirement savings and pension plans.
Prior to Moody’s, Mr. Pinto worked as a sell-side, buy-side and credit rating agency analyst in New York and London. He led Fixed Income Research departments in EMEA and the Americas at Merrill Lynch, where he was also a top-ranked financial institutions analyst. Previously, he was the Head of Corporate Bond Strategy at broker/dealer Susquehanna International, a portfolio manager at KBW Asset Management, now part of Stifel, and a Director at Fitch Ratings. Mr. Pinto began his career at the United Nations International Fund for Agricultural Development (IFAD) in Rome.
Mr. Pinto is a graduate of Columbia Business School and Trinity College (CT).
Jill Cetina is an Associate Managing Director for U.S. banks and government sponsored enterprises in North American FIG. Prior to joining Moody’s in 2022, Jill held a senior position at the Federal Reserve Bank of Dallas, and has previously worked U.S Treasury, Federal Reserve Board, the Office of the Comptroller of the Currency, and the Office of Financial Research.
Jill earned a BA from Grinnell College and a Master of Public Affairs from Princeton University. She is a CFA charterholder and has published journal articles on a range of banking topics, including stress testing, liquidity management, capital standards, and repo markets.
Since joining Moody’s in November 1998, Peter Nerby has been responsible for analyzing and rating the investment banks, broker-dealers and exchanges within the U.S. securities industry. Peter is currently lead analyst covering Citigroup, Deutsche Bank and JPMorgan Chase. Peter came to the company with more than 15 years’ of experience in corporate finance, credit, and counter party analysis.
Prior to joining Moody’s, he led a team at Deutsche Bank that was responsible for managing the bank’s exposure to U.S. broker dealers. He also spent 12 years at JPMorgan and after completing JPM’s management training program, specialized in managing trading and derivatives counter party risk with regulated financial institutions and hedge funds.
Mr. Nerby holds a B.A. in Business Administration from the Richard Ivey School of Business at the University of Western Ontario. After graduation, he spent a year writing case studies on financial strategies of Canadian natural resource companies for use in the School’s graduate and undergraduate programs. He is a Chartered Financial Analyst.
Sadia covers a portfolio of US regional banks and finance companies and joined Moody’s in 2020. Prior to joining Moody’s, Sadia held positions at the International Fund for Agricultural Development, the Federal Reserve Bank of New York, and the Bank of Scotland.
Robert Colangelo is Vice President for the North America Financial Institutions Group. Based in Toronto, he is a lead credit analyst for the largest Canadian banks and insurance companies and publishes related research on these institutions as well as the banking and insurance sectors.
Rob joined Moody’s in June 2021. Before joining Moody’s, Rob worked at another credit rating agency based in Toronto where he was a lead analyst on the large Canadian banks and various credit unions and other financial institutions in Canada. Rob also held a wide range of senior level positions in Finance at Royal Bank of Canada (RBC), including roles in External Reporting, Investor Relations and performance management reporting and forecasting. Rob holds a Bachelor of Commerce degree from the University of Toronto and is a Chartered Professional Accountant (CA).
Mr. Pinto is the Global Co-Head of Insurance Ratings and Research. Previous positions at Moody’s included Global Head of Funds & Asset Management and Chief Credit Policy Officer for banks.
Mr. Pinto is also an Executive Sponsor for Moody’s CFA and Administrative Professionals Networks; and he is a Mentor Advisor in the Women’s Business Resource Group and a member of CORE (Creating Opportunities for Racial Equity). Additionally, Mr. Pinto sits on the Asset Management Committee which oversees the firm’s retirement savings and pension plans.
Prior to Moody’s, Mr. Pinto worked as a sell-side, buy-side and credit rating agency analyst in New York and London. He led Fixed Income Research departments in EMEA and the Americas at Merrill Lynch, where he was also a top-ranked financial institutions analyst. Previously, he was the Head of Corporate Bond Strategy at broker/dealer Susquehanna International, a portfolio manager at KBW Asset Management, now part of Stifel, and a Director at Fitch Ratings. Mr. Pinto began his career at the United Nations International Fund for Agricultural Development (IFAD) in Rome.
Mr. Pinto is a graduate of Columbia Business School and Trinity College (CT).
Laura Bazer is a Vice President - Senior Credit Officer in the Financial Institutions Group of Moody’s Investors Service. She is responsible for a portfolio of U.S. ratings within the Life Insurance Group.
Ms. Bazer worked for 6 years as a lending officer in the insurance and international divisions at The Bank of New York/Irving Trust Company prior to joining Moody’s in November 1993.
A graduate of Cornell University and Fulbright Scholar, Ms. Bazer holds an M.B.A. in finance and international business from NYU (1987), as well as an M.A. in economic and legal translation from the University of Geneva, Switzerland.
Rabia Yusufzai is an Analyst in the FIG Toronto office responsible for the ratings of Canadian banks, property and casualty insurers, pension managers and crown corporations.
Robert Colangelo is Vice President for the North America Financial Institutions Group. Based in Toronto, he is a lead credit analyst for the largest Canadian banks and insurance companies and publishes related research on these institutions as well as the banking and insurance sectors.
Rob joined Moody’s in June 2021. Before joining Moody’s, Rob worked at another credit rating agency based in Toronto where he was a lead analyst on the large Canadian banks and various credit unions and other financial institutions in Canada. Rob also held a wide range of senior level positions in Finance at Royal Bank of Canada (RBC), including roles in External Reporting, Investor Relations and performance management reporting and forecasting. Rob holds a Bachelor of Commerce degree from the University of Toronto and is a Chartered Professional Accountant (CA).