Banking Advisory Board Fall 2022 Meeting
Palm Beach Gardens, FL
AGENDA
-
Wednesday, November 2 (in ET)
-
12:00
Optional Networking Activity: Intercoastal Waterway Boat Tour
Join Captain Bobby and fellow Advisory Board colleagues as we set sail on the Intracoastal Waterway. Our excursion will include a leisurely tour of the picturesque waters that flow by historical sites, state parks, aquatic preserves, and magnificent homes.
Our group will meet in the lobby of the PGA Resort Hotel at noon and return around 3:15pm, in time to attend the optional Climate/ESG Risk Assessment Framework Innovation Lab.A boxed lunch will be provided. To ensure your spot, please confirm your participation by filling out this form
-
16:00
Optional Pre-Event Workshop: Climate/ESG Risk Assessment Framework Innovation Lab
This innovation lab will give participants an overview of Moody's Analytics current and forthcoming capabilities in Climate and ESG such as the below, and facilitate thinking around how to best leverage them in the bank’s decision making processes:
- Impact of ESG on obligor's credit quality
- Modelling physical climate risk in credit exposures
- Integrating ESG and Climate risk assessment in the Loan origination workflow
- Climate and ESG profiling for bank's credit portfolios
-
17:30
Opening reception & dinner
-
Thursday, November 3 (in ET)
-
07:45
Breakfast
-
08:45
-
09:00
-
10:00
Member Update on Strategic Response to Economic Turmoil
Member discussion
-
10:45
Break
-
11:00
-
12:00
Networking Lunch
-
13:30
Expanded Advisory Services
-
14:00
-
14:45
Break
-
15:00
Managing Emerging Risks: KYC
-
15:45
-
16:45
-
17:00
Post-Event Networking Reception & Dinner / Departures
Confirm cancellation
An error occurred trying to play the stream. Please reload the page and try again.
ClosePlease sign in to your account:
Antonios is a Senior Director in the Banking strategy group focusing on market development for climate and ESG solutions for banks. Previously with the Moody’s EMEA advisory team, he has led engagements on IFRS9 provisioning, portfolio modelling, stress testing and strategic capital and liquidity planning among others.
Prior to joining Moody’s he was helping financial institutions improve and develop their risk and capital management capabilities as part of the Financial Services advisory practice of a Big 4 firm in the UK, after a number of years in credit and analytics leadership roles in banking.
Antonios holds a Masters in Economics and Finance with focus in Econometrics from Warwick Business School.
Tim Daly is Managing Director & Head of the Banking Americas segment at Moody's Analytics. Tim is responsible for Moody’s Analytics suite of solutions including, Lending, Risk & Finance, KYC, CRE, Digital Insights, Insurance, Predictive Analytics and Economics. Tim partners closely with the largest financial institutions in the Americas, providing financial intelligence, software, and analytical tools to help business leaders make better, faster decisions. Tim holds a B.A. in Marketing from Fordham University in New York City. Recent research includes co-authoring papers with Dr, Amnon Levy around credit portfolio models that integrate with epidemiological data to facilitate navigating through COVID-19. Tim has been with Moody’s Analytics for 18 years. Prior to his current role, Tim managed the Strategic Relationship team as well as the Economics and Business Analytics sales team at Moody’s Analytics, led by Chief Economist, Mark Zandi.
Jacob Grotta is the General Manager of the Banking Solutions business of Moody’s Analytics. His unit creates and delivers technology solutions that help lending institutions with essential decisions in credit origination, risk management, financial planning, and stakeholder reporting. Jacob has held a number of roles at Moody’s Analytics leading analytic, consulting, data, and software businesses. He joined Moody’s through the acquisition of Wall Street Analytics in 2006 where he served as Chief Operating Officer. Jacob is based in the San Francisco area and holds a bachelor’s degree in Mathematics from the Massachusetts Institute of Technology.
Cristian deRitis, Deputy Chief Economist at Moody’s Analytics, specializes in assessing the economy’s impact on household finance, housing, credit markets and public policy. Named on two U.S. patents for credit modeling, he created loss forecasting and stress testing systems for financial institutions. He joined Moody’s in 2008, after serving as a director with Fannie Mae. He also was an adjunct professor of economics at Johns Hopkins University.
Antonios is a Senior Director in the Banking strategy group focusing on market development for climate and ESG solutions for banks. Previously with the Moody’s EMEA advisory team, he has led engagements on IFRS9 provisioning, portfolio modelling, stress testing and strategic capital and liquidity planning among others.
Prior to joining Moody’s he was helping financial institutions improve and develop their risk and capital management capabilities as part of the Financial Services advisory practice of a Big 4 firm in the UK, after a number of years in credit and analytics leadership roles in banking.
Antonios holds a Masters in Economics and Finance with focus in Econometrics from Warwick Business School.
Jacob Grotta is the General Manager of the Banking Solutions business of Moody’s Analytics. His unit creates and delivers technology solutions that help lending institutions with essential decisions in credit origination, risk management, financial planning, and stakeholder reporting. Jacob has held a number of roles at Moody’s Analytics leading analytic, consulting, data, and software businesses. He joined Moody’s through the acquisition of Wall Street Analytics in 2006 where he served as Chief Operating Officer. Jacob is based in the San Francisco area and holds a bachelor’s degree in Mathematics from the Massachusetts Institute of Technology.
Tim Daly is Managing Director & Head of the Banking Americas segment at Moody's Analytics. Tim is responsible for Moody’s Analytics suite of solutions including, Lending, Risk & Finance, KYC, CRE, Digital Insights, Insurance, Predictive Analytics and Economics. Tim partners closely with the largest financial institutions in the Americas, providing financial intelligence, software, and analytical tools to help business leaders make better, faster decisions. Tim holds a B.A. in Marketing from Fordham University in New York City. Recent research includes co-authoring papers with Dr, Amnon Levy around credit portfolio models that integrate with epidemiological data to facilitate navigating through COVID-19. Tim has been with Moody’s Analytics for 18 years. Prior to his current role, Tim managed the Strategic Relationship team as well as the Economics and Business Analytics sales team at Moody’s Analytics, led by Chief Economist, Mark Zandi.