Whether you are a banker, an issuer, or an investor, our goal is to keep you up-to-date on our views and analysis regarding the most important topics impacting your credit and risk decisions today.
We’ll be covering a range topics from the economic to regulatory, from the Swiss domestic themes to the global issues.
Would you like to join us? Then pull up a chair…..
Four major credit themes will be top of mind for credit market participants: higher-for-longer rates, adapting to structural shifts, reform and regulation, polarization.
Topics:
- Sovereign Outlook: Stable but difficult as debt flattens at higher levels, growth is muted
- Banking Outlook: Negative as tight financial conditions and economic slowdown sting
- Insurance Outlook: Swiss Outlook stable, with sector's capital adequacy remaining strong and asset risk, while increasing, should be manageable
- Corporate Outlook: outlooks face increasing hazards from high interest rates, weak demand, geopolitics
- Update on Covered Bond trends
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SpeakersMichael Rohr Senior Vice President, European Banks Moody's Investors Service
Olivier Chemla Vice President - Senior Analyst, Sovereign Risk Moody's Ratings
Matthias Hellstern Managing Director, Corporate Finance Moody's Ratings
Christian Badorff Vice President - Senior Credit Officer, Financial Institutions Moody's Ratings
Martin Rast Vice President, Senior Credit Officer, Structured Finance Group Moody's Investors Service
Julien Belle Senior Vice President -Relationship Manager Moody's Ratings
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Michael Rohr is a Senior Vice President and member of the Financial Institutions Group. Based in Frankfurt, he is responsible for Moody’s ratings for a variety of large financial institutions – including the investment banks – in Switzerland and Germany. Michael joined Moody’s in March 2012.
Prior to his current function, Michael spent 16 years in equity research, asset management and retail banking, holding various positions at both sell-side and buy-side equity research firms and universal banking institutions focused on analyzing European banks.
Michael received a Bachelor Degree in Business Administration from the Akademie Norddeutscher Genossenschaften (co-operative banks university) in Northern Germany.
| Olivier Chemla is a Vice President – Senior Analyst in Moody’s Sovereign Risk Group. Based in Frankfurt, he is the lead analyst for a portfolio of European sovereigns and multilateral institutions. Prior to joining Moody’s in 2018, Olivier served as Chief economist in the French business association for large companies (Afep) for six years. Olivier started his career in the French public administration, holding various positions in the French department for Labour, Health and Economics. He was appointed Special Adviser to the Minister for the Budget, Public accounts and the State reform in the summer of 2011. |
| Matthias Hellstern, Managing Director, has been with Moody’s Deutschland GmbH in Frankfurt since October 2004. Matthias is Team Leader in the European Corporate Finance Group heading the Frankfurt-based analytical team focusing on manufacturing industries. The principal industries covered by his team include Auto, Capital Goods, Paper and Packaging, and Building Materials. He is also managing teams in London and Stockholm that are covering the Real Estate, Shipping and Airlines sectors. Prior to his appointment as Team Leader, Matthias was Moody’s lead analyst for European building materials companies and steel producers. Previously he spent around 10 years in the European banking industry as a corporate credit analyst with Commerzbank and ING in Germany and the UK. Matthias Hellstern has graduated from the University of Augsburg in Germany with a degree in Business Administration (Diplom-Kaufmann). |
| Christian is a Vice President - Senior Analyst in the EMEA Insurance Team based in Frankfurt, Germany, and is the lead analyst for various primary insurers and reinsurers in the Benelux countries, Germany, Italy, the Nordics and Switzerland. Christian joined Moody’s in 2019. Prior to joining Moody’s, he was head of planning and performance management at Zurich Group Germany where he was in charge of planning, forecasting and reporting for the group’s German life insurance operations. Before that, he was a director and lead analyst at S&P Global, covering insurers in EMEA with a focus on companies operating in German-speaking countries. He started his career at Assekurata, where he specialized in assessing the investment management of rated insurers in Germany. Christian holds a degree in Business Administration from University of Cologne. |
Martin Rast is a Senior Credit Officer with Moody’s Structured Finance Group in London. He joined Moody’s in 2005 and originally was a member of both the Covered Bonds and the SIV team. Martin is lead analyst for several European covered bonds with a focus on German Pfandbriefe. Prior to joining Moody’s, Martin worked for HypoVereinsbank in several roles, including its securitisation department. Martin holds a degree in mathematics from the University of Munich (Germany).His PhD thesis was on numerical optimisation in neural networks.
Julien is Senior Vice President in the EMEA Commercial Group, based in Zurich, and responsible to drive Moody’s commercial insurance strategy in the region. Julien has more than 17 years of experience in the financial industry, with extensive knowledge in Finance and (re)insurance business.Prior to joining Moody´s, Julien worked 10 years at Swiss Re in Zurich in differentroles, in Treasury Capital & Liquidity Management and Business Development. AsSenior Business Development Manager, Julien was in charge of originating structured reinsurance transactions, solutions and improving relationship with toptier clients and markets. Before joining Swiss Re, Julien worked for Mazars in Paris and Zurich to cover (re)insurance clients in audit and advisory services.Julien holds an Engineering degree from Ecole des Hautes Etudes d’Ingénieur (HEI),Lille, France and a Master in International Risk Management from HEC BusinessSchool in Paris