AGENDA
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13:00
Golf
- Date/Time: Wednesday, October 18
- 12:00 PM CT: Guests can arrive at noon to practice on the driving range prior to tee time at 1:00 PM.
- 1:00 PM CT: Shotgun Tee-time
- Address: Tour 18 Golf Course, 8718 Amen Corner, Flower Mound, TX 75022.
- Group transportation will not be provided to the golf course. Please arrange your own transportation (Uber/Lyft, etc.)
- Lunch: Assorted boxed lunches will be provided on-site at the golf course
- Golf carts: All carts will be equipped with rental clubs, if requested, and golf balls.
- Luggage storage: The staff will direct you to a dedicated room to store your luggage upon arrival.
- Coach transportation to Las Colinas Resort: At the end of the day, coach bus transportation will be provided to transport golfers to the Las Colinas Resort. The first bus will leave at 5:00pm and the last bus will leave at 5:15pm CT.
- Date/Time: Wednesday, October 18
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14:00
Registration check-in
2:00 PM - 6:30 PM
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18:00
Welcome Reception & Dinner
6:00 PM - 8:00 PM
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07:30
Breakfast & Registration check-in
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08:30
Welcome & Opening Address
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08:45
Keynote - Economic Outlook: Still Resilient
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09:30
Transition Break
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alt_route09:40
Breakout Session Set 1
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09:40
Prepare in Advance for Credit Risk with EDF-X
Credit Analytics - EDF-X™
Backed by our time-tested models, RiskCalc and CreditEdge, EDF-X analyzes 450 million pre-scored companies globally, informing you of impending risks and sending alerts to help you stay on top of your entire portfolio.
In this session we’ll discuss the benefits of EDF-X from automated credit risk ratings to actionable insights into the creditworthiness of a particular company. We’ll also highlight capabilities for scenario analyses based on integration with various alternative and economic data. -
09:40
Setting You Up for Success - CreditLens Integrations and Best Practices
Loan Origination - CreditLens™
What are best practices for optimizing your CreditLens environment post implementation? This session will present key recommendations for a successful operational support model, including integrations with other systems and efficient data and process flows. Particular attention will be given to training resources and expanding the roll-out within your organization.
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09:40
Analyzing Period-Over-Period Changes in the Allowance
CECL Allowance - ImpairmentStudio™
Join us as we showcase the various tools at your disposal, both within and outside of ImpairmentStudio, to help explain the changes in your institution’s loss allowance. Topics will include the out-of-the-box reports available in ImpairmentStudio, attribution analysis tools and benchmarking resources.
Kent Booth Associate Director - Senior Product Consultant, Moody'sSam Pallas Associate Director - Customer Success, Moody's -
09:40
How to Set Effective Risk Limits
Portfolio Management - RiskFrontier™ and PortfolioStudio™
This session will discuss how capital-based limits can be derived from a portfolio-level risk assessment. We also describe a case study and discuss practical constraints to implementing an effective risk limits system.
Jeff Graham Director-Advisory Services, Moody'sGlenn Levine Senior Director-Customer Success Management, Moody's
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10:25
Transition Break
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alt_route10:30
Breakout Session Set 2
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10:30
Looking Ahead to 2024: Growth Drivers and Risks Impacting Lending
Loan Origination - CreditLens™
What are we anticipating the commercial lending landscape to look like in 2024? How can CreditLens be used to drive improvements in efficiency ratios and foster greater profitability during a period of tighter lending standards? How does the CreditLens development plan align with changing market conditions and requirements? Join us to discuss growth drivers and emerging risks in this higher interest rate environment.
John Benesh Director - Product Management, Moody's -
10:30
EDF-X: The Future of Credit Analytics
Credit Analytics - EDF-X™
It’s no longer about models and metrics but about decision analytics. EDF-X turns the value of our data into action, enabling you to make better credit decisions with Moody's recommended views or custom dashboards that are tailored just for you.
In this session we’ll focus on core functionalities related to early warning, portfolio monitoring as well as integrations with CeditLens and other Moody’s solutions. We’ll also provide a preview of our 2024 product innovations. -
10:30
ImpairmentStudio Roadmap & Innovation Session
CECL Allowance - ImpairmentStudio™
Hear directly from the ImpairmentStudio product team as they review and address questions on the features and fixes added in the most recent release. The team will also preview future enhancements and innovations based on prioritization of customer feedback.
MJMay Jeng Director-Research, Moody's Analytics -
10:30
Portfolio Solution Developments & Innovation Session
Portfolio Management - RiskFrontier™ and PortfolioStudio™
Join this session to walk through a portfolio management case study utilizing the latest product features. This session will also provide an update on the roadmap and next generation developments of our portfolio risk solutions.
Abinash Arulanandam Director-Portfolio Management, Moody'sDeepa Prakash Director-Product Management, Moody's
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11:15
Networking Break and Innovation Labs
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alt_route11:45
Breakout Session Set 3
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11:45
Evolution of CreditLens: The Arrival of Global Cash Flow
Loan Origination - CreditLens™
Elevate your financial analysis to new heights with the delivery of Global Cash Flow functionality in CreditLens 5.23.11. Learn about more advanced features of the financial analysis module such as custom ratios and projections.
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11:45
EDF-X in Action
Credit Analytics - EDF-X™
This demo session is your ultimate guide to unleash the full power of EDF-X. Discover what sets it apart from other early warning risk solutions, learn the basics from logging in to setting up a portfolio, and master the most sought-after features from peer analysis to custom alerts. We’ll also give an overview of the benefits and implementation of our API for integration with your in-house systems.
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11:45
Peer Discussion on CECL Calculation & Support Processes
CECL Allowance - ImpairmentStudio™
Join your peers in a roundtable discussion as they share what they have learned through three quarters (or longer) of CECL. This will be a moderated session, but one that encourages open discussion of your CECL or IFRS 9 experience including best practies, lessons learned, and what is on the horizon.
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11:45
A Practical Guide to Managing Concentrations: How Much is Too Much?
Portfolio Management - RiskFrontier™ and PortfolioStudio™
Building concentrated portfolios often results from financial institutions having expertise in certain asset classes, industries and geographic areas. In this session our presenters will walk through an example of analyzing and reporting on portfolio concentration risk and some of the actions that can be taken to mitigate this risk.
Jeff Graham Director-Advisory Services, Moody'sLibor Pospisil Senior Director-Analytics & Modeling, Moody's
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12:30
Lunch
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alt_route13:30
Breakout Session Set 4
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13:30
Portfolio Watch: Keeping Tabs on Your Loans
Loan Origination - CreditLens™
Join us to learn how to leverage CreditLens Monitor™ to enhance your portfolio management experience and gain deep and actionable insight into your loan portfolio. Learn the most effective ways to track covenants and better measure performance over the lifecycle of your credits.
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13:30
Prepare in Advance for Credit Risk with EDF-X
Credit Analytics - EDF-X™
Backed by our time-tested models, RiskCalc and CreditEdge, EDF-X analyzes 450+million pre-scored companies globally, informing you of impending risks and sending alerts to help you stay on top of your entire portfolio.In this session we’ll discuss the benefits of EDF-X from automated credit risk ratings to actionable insights into the creditworthiness of a particular company. We’ll also highlight capabilities for scenario analyses based on integration with various alternative and economic data.
-
13:30
Analyzing Period-Over-Period Changes in the Allowance
CECL Allowance - ImpairmentStudio™
Join us as we showcase the various tools at your disposal, both within and outside of ImpairmentStudio, to help explain the changes in your institution’s loss allowance. Topics will include the out-of-the-box reports available in ImpairmentStudio, attribution analysis tools and benchmarking resources.
Kent Booth Associate Director - Senior Product Consultant, Moody'sSam Pallas Associate Director - Customer Success, Moody's -
13:30
Optimizing a Credit Portfolio to Improve the Earnings Profile
Portfolio Management - RiskFrontier™ and PortfolioStudio™
This session will show how a credit risk assessment can be used to optimize a portfolio’s risk-adjusted returns. We also present a case study which leverages our portfolio management solution in combination with ALM analysis, and show how it can improve your firm’s earnings profile.
Glenn Levine Senior Director-Customer Success Management, Moody'sAbinash Arulanandam Director-Portfolio Management, Moody's
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14:15
Networking Break and Innovation Labs
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alt_route14:45
Breakout Session Set 5
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14:45
Lending Suite Innovations Bring Increased Efficiency
Loan Origination - CreditLens™
Join us to learn more about upcoming initiatives in Generative AI, efficiency improvements and new tools to provide a more in-depth look at risk and better facilitate origination.
-
14:45
EDF-X: The Future of Credit Analytics
Credit Analytics - EDF-X™
It’s no longer about models and metrics but about decision analytics. EDF-X turns the value of our data into action, enabling you to make better credit decisions with Moody's recommended views or custom dashboards that are tailored just for you.
In this session we’ll focus on core functionalities related to early warning, portfolio monitoring as well as integrations with CeditLens and other Moody’s solutions. We’ll also provide a preview of our 2024 product innovations. -
14:45
Peer Discussion on Benchmarking CECL Allowance - ImpairmentStudio
CECL Allowance - ImpairmentStudio™
Join your peers in a roundtable discussion as they share how they benchmark their allowance reserves with management and the board. Understand how they compare themselves with their peers and review the available benchmarking tools available with ImpairmentStudio.
Annie Choi Senior Director-Product Management, Moody's -
14:45
Assessing Credit, Climate and ESG Risks in a Unified Framework
Portfolio Management - RiskFrontier™ and PortfolioStudio™
Risk managers are increasingly being asked to evaluate the impact of non-financial risks on potential portfolio losses. In this session, learn how to capture the relationships between credit, climate and ESG risks as part of a single, holistic risk process.
Abinash Arulanandam Director-Portfolio Management, Moody's
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15:30
Transition Break
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alt_route15:35
Breakout Session Set 6
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15:35
The Art of Originating a Deal – Originate and close a (CRE) deal from start to finish
Loan Origination - CreditLens™
See how you can leverage CL CRE to complete an end-to-end loan origination process from opportunity assessment to term sheet generation to underwriting, decisioning, closing and monitoring
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15:35
EDF-X in Action
Credit Analytics - EDF-X™
This demo session is your ultimate guide to unleash the full power of EDF-X. Discover what sets it apart from other early warning risk solutions, learn the basics from logging in to setting up a portfolio, and master the most sought-after features from peer analysis to custom alerts. We’ll also give an overview of the benefits and implementation of our API for integration with your in-house systems.
-
15:35
Joint session with Portfolio Management
CECL Allowance - ImpairmentStudio™
The CECL Allowance Stream during this time will join together with the Portfolio Management Stream session “Utilize Portfolio Strategies to Manage Future Credit Risk Provisions”
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15:35
Utilize Portfolio Strategies to Manage Future Credit Risk Provisions
Portfolio Management - RiskFrontier™ and PortfolioStudio™
How can you forecast and manage the impact of future allowances? Join this session to learn how to leverage PortfolioStudio to manage Expected Credit Loss (ECL) volatility in future periods.
Libor Pospisil Senior Director-Analytics & Modeling, Moody's
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16:20
Transition Break
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16:30
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17:00
Closing Reception & Dinner
5:20 PM - 7:20 PM
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Dante DeAntonio is a senior director at Moody’s Analytics. He manages and regularly contributes to Economic View. Dante specializes in U.S. macroeconomics, with a focus on the labor market and regional economics. Dante regularly presents to clients and conferences, and has been featured in a number of media outlets. Before joining Moody’s Analytics, he worked as an economist in the Current Employment Statistics program at the Bureau of Labor Statistics. Dante is also an adjunct professor in the Economics and Finance Department at West Chester University of Pennsylvania. Previously, he was an adjunct in the Economics Department at Lehigh University. He holds a master’s degree and PhD in economics from Lehigh University and a bachelor’s degree in economics from Pennsylvania State University.
Karim Berichi is a Senior Director and a member of the Product Management and Strategy leadership team within Moody’s Analytics’ Predictive Analytics division. Mr. Berichi is also Head of Customer Success (Americas) for Credit Analytics within Predictive Analytics.
Prior to Joining Moody’s in 2018, Mr. Berichi had a diversified career, holding leadership roles in banking, investment management, and risk analytics. Mr. Berichi holds a BS in Electrical Engineering and an MBA in Finance from Columbia University, and an MS in Mathematics, Statistics, and Operations Research from New York University.
Leo Gardner is a Director and Manager of Predictive Analytics Customer Success team in the Americas. The central objective of his team is to develop strong relationship of advocacy and trust with customers as they navigate the ownership journey by acting as the bridge between customer expectations and the experience they ultimately receive. Leo has been with Moody’s Analytics for over 20 years and has worked with an extensive cross section of client types. He has strong knowledge of fixed income, capital markets and single obligor credit risk. He believes that we are successful when our customers accrue continued value from our solutions and services. Leo holds an MBA with Distinction from Keller School of Management in Business Administration, Accounting and Finance and a Political Science Bachelor of Art degree from Stonybrook University.
Since 2004, Brian has managed commercial loan origination platforms for a $2T bank in the Small Business, Business Banking, Middle Market Banking, and Commercial Wealth customer segments. Joining Moody’s in 2021, Brian’s focus has been advising commercial lending clients how to integrate business processes, controls and compliance into CreditLens.
Jeremie Greene is a Director in the Banking Solutions group, based in New York, focusing on the customer relationships that promote retention and loyalty. Mr. Greene has been with Moody’s since 2021 and has prior experience in banking with a $25B regional bank in the risk management, credit risk, and commercial banking space.
Most recently, Mr. Greene served as the Chief of Staff of Commercial Banking. During his tenure at the Bank, Mr. Greene had experience in system integration and project implementation, including Moody’s RiskAnalyst, CreditLens, RiskCalc, CMM, and other third party Loan Origination Systems.
Mr. Greene holds Bachelor’s degree in Business Administration with an emphasis in Finance from Susquehanna University.
Avinash is a Senior Director and Product Owner of Moody’s Commercial Real Estate (CRE) Lending Solution, CreditLens CRE. In his current role, he leads the product strategy and execution of CreditLens CRE. He has been with Moody’s Analytics for over 9 years and has served in various senior product roles during his time. Prior to Moody’s Analytics, Avinash worked for several years in management consulting at Ernst & Young and AMI Partners, a boutique advisory firm. In these roles, he worked with many commercial banks providing market strategy, process improvement and risk management advice
Karim Berichi is a Senior Director and a member of the Product Management and Strategy leadership team within Moody’s Analytics’ Predictive Analytics division. Mr. Berichi is also Head of Customer Success (Americas) for Credit Analytics within Predictive Analytics.
Prior to Joining Moody’s in 2018, Mr. Berichi had a diversified career, holding leadership roles in banking, investment management, and risk analytics. Mr. Berichi holds a BS in Electrical Engineering and an MBA in Finance from Columbia University, and an MS in Mathematics, Statistics, and Operations Research from New York University.
Leo Gardner is a Director and Manager of Predictive Analytics Customer Success team in the Americas. The central objective of his team is to develop strong relationship of advocacy and trust with customers as they navigate the ownership journey by acting as the bridge between customer expectations and the experience they ultimately receive. Leo has been with Moody’s Analytics for over 20 years and has worked with an extensive cross section of client types. He has strong knowledge of fixed income, capital markets and single obligor credit risk. He believes that we are successful when our customers accrue continued value from our solutions and services. Leo holds an MBA with Distinction from Keller School of Management in Business Administration, Accounting and Finance and a Political Science Bachelor of Art degree from Stonybrook University.
Charlene currently holds the position of Director within the Banking Risk and Finance division at Moody's Analytics. In this role, she takes the lead in developing and enhancing banking products offered by the company. With a professional journey spanning over 15 years in product management at Moody's Analytics, Charlene has consistently demonstrated her expertise and commitment. Her primary motivation and passion lie in crafting products that not only meet the needs of clients but also provide significant value to them.
Brandon is a Moody’s loan origination solution specialist and subject matter expert with over 15 years of experience in the financial industry. Brandon’s passion is to help clients with their credit and risk assessment needs that allow him to utilize his years of experience in sitting in the shoes of a commercial credit underwriter.
Leo Gardner is a Director and Manager of Predictive Analytics Customer Success team in the Americas. The central objective of his team is to develop strong relationship of advocacy and trust with customers as they navigate the ownership journey by acting as the bridge between customer expectations and the experience they ultimately receive. Leo has been with Moody’s Analytics for over 20 years and has worked with an extensive cross section of client types. He has strong knowledge of fixed income, capital markets and single obligor credit risk. He believes that we are successful when our customers accrue continued value from our solutions and services. Leo holds an MBA with Distinction from Keller School of Management in Business Administration, Accounting and Finance and a Political Science Bachelor of Art degree from Stonybrook University.
Karim Berichi is a Senior Director and a member of the Product Management and Strategy leadership team within Moody’s Analytics’ Predictive Analytics division. Mr. Berichi is also Head of Customer Success (Americas) for Credit Analytics within Predictive Analytics.
Prior to Joining Moody’s in 2018, Mr. Berichi had a diversified career, holding leadership roles in banking, investment management, and risk analytics. Mr. Berichi holds a BS in Electrical Engineering and an MBA in Finance from Columbia University, and an MS in Mathematics, Statistics, and Operations Research from New York University.
Scott is a Director in the Regulatory and Accounting Solutions team responsible for providing accounting expertise across solutions, products, and services offered by Moody’s Analytics in the US. He has over 15 years of experience leading auditing, consulting, and accounting policy initiatives for financial institutions.
Scott is a licensed CPA in Massachusetts and a member of the AICPA, with a Bachelor of Science in Accounting from Lehigh University.
Laurent is a Senior Director responsible for providing Risk and Finance integration expertise across solutions, products, and services offered by Moody's Analytics in the US and Canada. As a domain expert in financial services since 2005, Laurent has accumulated a wealth of knowledge on the effective integration of risk and finance processes. He has participated in a variety of implementation projects in the US and Canada and has advised financial institutions on key regulatory issues such as CCAR, DFAST, and now IFRS9 and CECL credit loss reserving.
Laurent holds a Bachelor of Accounting/MIS from H.E.C. and an Executive MBA from St. Mary's of California. He is also a member of PRMIA and acting steering committee member for San Francisco and Vancouver.
Brandon is a Moody’s loan origination solution specialist and subject matter expert with over 15 years of experience in the financial industry. Brandon’s passion is to help clients with their credit and risk assessment needs that allow him to utilize his years of experience in sitting in the shoes of a commercial credit underwriter.
Karim Berichi is a Senior Director and a member of the Product Management and Strategy leadership team within Moody’s Analytics’ Predictive Analytics division. Mr. Berichi is also Head of Customer Success (Americas) for Credit Analytics within Predictive Analytics.
Prior to Joining Moody’s in 2018, Mr. Berichi had a diversified career, holding leadership roles in banking, investment management, and risk analytics. Mr. Berichi holds a BS in Electrical Engineering and an MBA in Finance from Columbia University, and an MS in Mathematics, Statistics, and Operations Research from New York University.
Leo Gardner is a Director and Manager of Predictive Analytics Customer Success team in the Americas. The central objective of his team is to develop strong relationship of advocacy and trust with customers as they navigate the ownership journey by acting as the bridge between customer expectations and the experience they ultimately receive. Leo has been with Moody’s Analytics for over 20 years and has worked with an extensive cross section of client types. He has strong knowledge of fixed income, capital markets and single obligor credit risk. He believes that we are successful when our customers accrue continued value from our solutions and services. Leo holds an MBA with Distinction from Keller School of Management in Business Administration, Accounting and Finance and a Political Science Bachelor of Art degree from Stonybrook University.
Irina Korablev leads Banking OU Data Science and Analytics team. Her team explores application of decision intelligence, text analytics and gen AI to Banking products, provides data driven insights, products and innovations based on Moody’s Analytics’ data assets.
Prior to her current role, Irina led product management and go-to-market strategy for Moody’s Analytics’ platform (CAPTM), as well as its data assets and content.
Previously Irina led operations for Moody’s Analytics’ Credit Research Database, one of the world’s largest private firm credit risk data repositories that enabled the Moody’s Analytics’ RiskCalc™ product line. Her team also developed RiskCalc model monitoring and validation process. As a member of Research Team Irina developed the Loss Given Default model for LossCalc™ and private firm default probability models that are part of RiskCalc suite. A veteran of Moody’s Analytics, Irina was one of the early employees at KMV, taking over management of the data assets from one of the founders.
Irina holds an MS in Applied Mathematics from Moscow State University and MA in Economics from Central European University, completing her studies in Essex, UK and Budapest, Hungary. When not at work, you can find Irina and her family on ski slopes or in the wilderness, exploring the far away and exotic places.
Karim Berichi is a Senior Director and a member of the Product Management and Strategy leadership team within Moody’s Analytics’ Predictive Analytics division. Mr. Berichi is also Head of Customer Success (Americas) for Credit Analytics within Predictive Analytics.
Prior to Joining Moody’s in 2018, Mr. Berichi had a diversified career, holding leadership roles in banking, investment management, and risk analytics. Mr. Berichi holds a BS in Electrical Engineering and an MBA in Finance from Columbia University, and an MS in Mathematics, Statistics, and Operations Research from New York University.
Leo Gardner is a Director and Manager of Predictive Analytics Customer Success team in the Americas. The central objective of his team is to develop strong relationship of advocacy and trust with customers as they navigate the ownership journey by acting as the bridge between customer expectations and the experience they ultimately receive. Leo has been with Moody’s Analytics for over 20 years and has worked with an extensive cross section of client types. He has strong knowledge of fixed income, capital markets and single obligor credit risk. He believes that we are successful when our customers accrue continued value from our solutions and services. Leo holds an MBA with Distinction from Keller School of Management in Business Administration, Accounting and Finance and a Political Science Bachelor of Art degree from Stonybrook University.
Scott is a Director in the Regulatory and Accounting Solutions team responsible for providing accounting expertise across solutions, products, and services offered by Moody’s Analytics in the US. He has over 15 years of experience leading auditing, consulting, and accounting policy initiatives for financial institutions.
Scott is a licensed CPA in Massachusetts and a member of the AICPA, with a Bachelor of Science in Accounting from Lehigh University.
Laurent is a Senior Director responsible for providing Risk and Finance integration expertise across solutions, products, and services offered by Moody's Analytics in the US and Canada. As a domain expert in financial services since 2005, Laurent has accumulated a wealth of knowledge on the effective integration of risk and finance processes. He has participated in a variety of implementation projects in the US and Canada and has advised financial institutions on key regulatory issues such as CCAR, DFAST, and now IFRS9 and CECL credit loss reserving.
Laurent holds a Bachelor of Accounting/MIS from H.E.C. and an Executive MBA from St. Mary's of California. He is also a member of PRMIA and acting steering committee member for San Francisco and Vancouver.
Jin Oh is a Senior Director in the Global Risk Solutions Practice for the Americas, responsible for solution structuring of portfolio risk management, stress testing, and capital planning solutions for large financial institutions including banks and insurance companies. She also works with clients on the impact of ESG and climate on portfolio credit risk and stress testing. Prior to joining Moody’s, she was an engagement director at KPMG, leading capital planning and stress testing implementations for large global financial institutions. Jin holds a Bachelor of Arts in Economics from Cornell University.
Brandon is a Moody’s loan origination solution specialist and subject matter expert with over 15 years of experience in the financial industry. Brandon’s passion is to help clients with their credit and risk assessment needs that allow him to utilize his years of experience in sitting in the shoes of a commercial credit underwriter.
Avinash is a Senior Director and Product Owner of Moody’s Commercial Real Estate (CRE) Lending Solution, CreditLens CRE. In his current role, he leads the product strategy and execution of CreditLens CRE. He has been with Moody’s Analytics for over 9 years and has served in various senior product roles during his time. Prior to Moody’s Analytics, Avinash worked for several years in management consulting at Ernst & Young and AMI Partners, a boutique advisory firm. In these roles, he worked with many commercial banks providing market strategy, process improvement and risk management advice
Karim Berichi is a Senior Director and a member of the Product Management and Strategy leadership team within Moody’s Analytics’ Predictive Analytics division. Mr. Berichi is also Head of Customer Success (Americas) for Credit Analytics within Predictive Analytics.
Prior to Joining Moody’s in 2018, Mr. Berichi had a diversified career, holding leadership roles in banking, investment management, and risk analytics. Mr. Berichi holds a BS in Electrical Engineering and an MBA in Finance from Columbia University, and an MS in Mathematics, Statistics, and Operations Research from New York University.
Leo Gardner is a Director and Manager of Predictive Analytics Customer Success team in the Americas. The central objective of his team is to develop strong relationship of advocacy and trust with customers as they navigate the ownership journey by acting as the bridge between customer expectations and the experience they ultimately receive. Leo has been with Moody’s Analytics for over 20 years and has worked with an extensive cross section of client types. He has strong knowledge of fixed income, capital markets and single obligor credit risk. He believes that we are successful when our customers accrue continued value from our solutions and services. Leo holds an MBA with Distinction from Keller School of Management in Business Administration, Accounting and Finance and a Political Science Bachelor of Art degree from Stonybrook University.
Jin Oh is a Senior Director in the Global Risk Solutions Practice for the Americas, responsible for solution structuring of portfolio risk management, stress testing, and capital planning solutions for large financial institutions including banks and insurance companies. She also works with clients on the impact of ESG and climate on portfolio credit risk and stress testing. Prior to joining Moody’s, she was an engagement director at KPMG, leading capital planning and stress testing implementations for large global financial institutions. Jin holds a Bachelor of Arts in Economics from Cornell University.
Nick is Moody’s Analytics Chief Product Officer – responsible for defining and managing the company’s product and portfolio strategy. His remit includes Marketing, Innovation, Customer Experience and Commercial Strategy, ensuring that we have a modern and innovative approach to the way we work, and place the customer at the center of everything we do.
Nick joined MA as a former customer from ANZ Bank where he was the Group General Manager of Risk. His work history spans banking and finance, digital and internet technology, insurance and superannuation in senior managerial roles with experiences in Australia, Hong Kong and the United Kingdom.
Nick graduated from the University of Melbourne with a Bachelor of Economics & Commerce (Banking/Finance) and has also completed post graduate work at New York University (NYU Stern) in Strategy, Massachusetts Institute of Technology (MIT Sloan) in Digital Transformation, and University of Technology Sydney in Architecture. Nick is well placed to help Moody’s in defining and delivering products that result in better, faster solutions for our customers in the most efficient and cost-effective way.