Join industry leaders and Moody's analysts for in-depth discussions on bank credit, the economy, and the role of banks in private credit. Participate in interactive sessions, connect face-to-face and engage in specialized breakout sessions on banks, finance companies, and private credit.
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Each of the sessions will be repeated to allow delegates to attend more than one stream.
Analytical and economic considerations shaping bank credit
Private credit market growth drivers and sustainability
Performance drivers and outlooks for US speciality finance
Analytical and economic considerations shaping bank credit
Private credit market growth drivers and sustainability
Performance drivers and outlooks for US speciality finance
Event concludes
If you have any questions about the event, please contact Shoshana Tetroashvili at Shoshana.Tetroashvili@moodys.com.
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Dr Duncan Pieterse has been appointed as the Director-General as from 1 September 2023. He has served in various positions in the National Treasury over the past 10 years, including as the Deputy Director-General: Economic Policy and later Deputy Director-General: Asset and Liability Management.
Prior to joining the National Treasury, he worked as a development economist and public finance consultant in South Africa, and also conducted research at Yale and Brown Universities in the United States.
Dr Pieterse holds a Bachelor of Business Science, Master of Business Science and Doctor of Philosophy degrees, all in economics, from the University of Cape Town. He also has a Master in Public Administration from Harvard University. He serves as an Adjunct Associate Professor in the School of Economics at the University of Cape Town and is the current Chair of the Board of Directors of the New Development Bank.
Daryl Bible is the Chief Financial Officer of M&T Bank responsible for the overall financial management of the company. He joined the bank in this position in June 2023.
Daryl Bible brings three decades as a banking and corporate finance leader to his new role at M&T Bank. Previously, he was the CFO of Truist Financial Corporation, where he established a proven track record of economic transformations and operational execution. Bible joined Truist's predecessor, BB&T, in January 2008 after a 24-year career with U.S. Bank, serving 10 years as treasurer.
Bible earned both a bachelor’s and master’s degree in business administration from the University of Cincinnati and is a CFA® charter holder.
Bible is a member of the CFA Society North Carolina, CFA Society Cincinnati, CFA Society Buffalo, and the BAI CFO Executive Roundtable. He also serves on the board of the Greater Charlotte YMCA and is Chair of their Diversity Committee.
Dan Simkowitz is Co-President of Morgan Stanley. He is responsible for the Institutional Securities Group and serves on the firm’s Operating, Management and Risk Committees, as well as the Morgan Stanley-MUFG Steering Committee. He was also Co-Chair of the Firm’s Capital Commitment Committee. He was most recently Head of Morgan Stanley Investment Management (MSIM) and Co-Head of Corporate Strategy.
Mr. Simkowitz began his career at Morgan Stanley in 1990 in the M&A department and has worked in New York, Tokyo and Hong Kong. He was previously the Co-Head of Global Capital Markets and was the lead capital markets partner for the firm’s assignments with the U.S. Treasury and Federal Reserve during the 2008-2012 financial crisis. In 2016, Mr. Simkowitz was appointed Head of MSIM and led the firm’s acquisitions of Eaton Vance/Parametric and Mesa West and the growth of its private markets and alternatives platform.
Mr. Simkowitz is a graduate of Harvard College and holds an MBA from Columbia University. He is on the boards of the American Museum of Natural History, the U.S. Olympic Committee Foundation and the Executive Committee of the Investment Company Institute. Mr. Simkowitz is a member of the Council on Foreign Relations and Harvard’s Committee on University Resources.
Charles W. Scharf has been Chief Executive Officer and President of Wells Fargo & Company, and a member of its Board of Directors, since October 2019.
A financial services veteran with more than 30 years of experience in leadership roles in the banking and payments industries, Charlie served as chief executive officer of Bank of New York Mellon from July 2017 to October 2019 and the chairman of its board from January 2018 to October 2018. He also was chief executive officer and a director of Visa Inc. from November 2012 to December 2016.
Previously, he was a managing director of One Equity Partners at JPMorgan Chase & Co. and chief executive officer of Retail Financial Services at JPMorgan Chase. He also was chief executive officer of the retail division of Bank One Corp., chief financial officer of Bank One Corp., chief financial officer of the Global Corporate and Investment Bank division of Citigroup, and chief financial officer of Salomon Smith Barney and its predecessor company.
Charlie earned a Bachelor of Arts degree from Johns Hopkins University and an MBA from New York University.
He is a director of Microsoft Corporation and is a member of The Business Council. He lives in New York City.
Mr. West has served as President of Moody’s Ratings since November 2019. Mike served as Managing Director—Head of MIS Ratings and Research from June 2016 to October 2019. Previously, Mike served as Managing Director—Head of Global Structured Finance from February 2014 to May 2016 and Managing Director—Head of Global Corporate Finance from January 2010 to January 2014. Earlier in his career, Mike was also responsible for the research strategy for the ratings businesses and before that led Corporate Finance for the EMEA Region, European Corporates and the EMEA leveraged finance business. Prior to joining Moody’s in 1998, Mike worked at Bank of America and HSBC in various credit roles.
Donald Robertson is a Managing Director & Global Co-Head of Banking, based in New York. In this role, he oversees the North American analytical teams covering banks, finance companies, and securities firms and coordinates the analysis of Global Investment Banks globally. As a senior leader in Moody’s Financial Institutions Group management team, his focus is on leading the US banking franchise and deepening analytical approaches and engagement. Donald is also focused on adapting processes, tools and work flows to address rapid digitalization.
Previously, Donald was a lead analyst for global investment banks, securities firms and market infrastructure firms. In this role he had direct responsibility for the ratings of a number of US and European banks, exchange operators, electronic market makers and clearing houses. Donald was the lead author of Moody’s rating methodologies for Securities Industry Market Makers and Securities Industry Service Providers, and played an integral role in their development and implementation.
Donald joined Moody’s in 2007 as an accounting specialist in Moody’s Enhanced Analytics Group. In this role, he developed and authored Moody’s cross-sector rating methodology for Financial Statement Adjustments in the Analysis of Financial Institutions and helped develop and implement Moody’s system for capturing, adjusting and analyzing banks’ financial reporting. Prior to joining Moody’s, Donald was a Director of Financial Audit at Siemens Corporation, responsible for leading a team conducting IFRS and US GAAP audits in the Americas’ region.
Donald started his career at PwC based in Glasgow, UK. In 1998, he transferred to the New York Metro region, and was an audit manager with a client base in the pharmaceutical industry. Donald is a CA and CPA (inactive) and holds an undergraduate degree from the University of Glasgow
Charles W. Scharf has been Chief Executive Officer and President of Wells Fargo & Company, and a member of its Board of Directors, since October 2019.
A financial services veteran with more than 30 years of experience in leadership roles in the banking and payments industries, Charlie served as chief executive officer of Bank of New York Mellon from July 2017 to October 2019 and the chairman of its board from January 2018 to October 2018. He also was chief executive officer and a director of Visa Inc. from November 2012 to December 2016.
Previously, he was a managing director of One Equity Partners at JPMorgan Chase & Co. and chief executive officer of Retail Financial Services at JPMorgan Chase. He also was chief executive officer of the retail division of Bank One Corp., chief financial officer of Bank One Corp., chief financial officer of the Global Corporate and Investment Bank division of Citigroup, and chief financial officer of Salomon Smith Barney and its predecessor company.
Charlie earned a Bachelor of Arts degree from Johns Hopkins University and an MBA from New York University.
He is a director of Microsoft Corporation and is a member of The Business Council. He lives in New York City.
Ana Arsov is a Global Managing Director, co-heading of the banking rating franchise for Moody’s Investor Service which includes rating coverage for banks, securities firms, specialty finance and market infrastructure.
Ana joined Moody’s in 2013 with an extensive experience in analyzing financial institutions and managing credit professionals. Prior to joining Moody’s, Ana’s most recent role was at UBS, where she spent the last several years as Executive Director in Credit Risk, responsible for financial institutions including North American banks, broker dealers, exchanges and clearinghouses. Prior to UBS, she was Head of Global Portfolio Management-Credit Risk Management at Morgan Stanley, focusing on comprehensive coverage, identification and analysis of risks across the firm’s trading and lending businesses as well as leading key risk management initiatives for Morgan Stanley Bank N.A.
Ana began her career in Credit Risk Management at Lehman Brothers in various credit risk roles, ultimately heading up the North American Financial Institutions and Structured Finance team, and subsequently worked on Lehman’s bankruptcy resolution.
Ana holds a master’s degree in Management (with a specialization in Financial Services and Banking) from Boston University, and a bachelor’s degree in Business from Pace University, New York. Ana also holds certificate on board governance from Harvard Business School.
Daryl Bible is the Chief Financial Officer of M&T Bank responsible for the overall financial management of the company. He joined the bank in this position in June 2023.
Daryl Bible brings three decades as a banking and corporate finance leader to his new role at M&T Bank. Previously, he was the CFO of Truist Financial Corporation, where he established a proven track record of economic transformations and operational execution. Bible joined Truist's predecessor, BB&T, in January 2008 after a 24-year career with U.S. Bank, serving 10 years as treasurer.
Bible earned both a bachelor’s and master’s degree in business administration from the University of Cincinnati and is a CFA® charter holder.
Bible is a member of the CFA Society North Carolina, CFA Society Cincinnati, CFA Society Buffalo, and the BAI CFO Executive Roundtable. He also serves on the board of the Greater Charlotte YMCA and is Chair of their Diversity Committee.
Donald Robertson is a Managing Director & Global Co-Head of Banking, based in New York. In this role, he oversees the North American analytical teams covering banks, finance companies, and securities firms and coordinates the analysis of Global Investment Banks globally. As a senior leader in Moody’s Financial Institutions Group management team, his focus is on leading the US banking franchise and deepening analytical approaches and engagement. Donald is also focused on adapting processes, tools and work flows to address rapid digitalization.
Previously, Donald was a lead analyst for global investment banks, securities firms and market infrastructure firms. In this role he had direct responsibility for the ratings of a number of US and European banks, exchange operators, electronic market makers and clearing houses. Donald was the lead author of Moody’s rating methodologies for Securities Industry Market Makers and Securities Industry Service Providers, and played an integral role in their development and implementation.
Donald joined Moody’s in 2007 as an accounting specialist in Moody’s Enhanced Analytics Group. In this role, he developed and authored Moody’s cross-sector rating methodology for Financial Statement Adjustments in the Analysis of Financial Institutions and helped develop and implement Moody’s system for capturing, adjusting and analyzing banks’ financial reporting. Prior to joining Moody’s, Donald was a Director of Financial Audit at Siemens Corporation, responsible for leading a team conducting IFRS and US GAAP audits in the Americas’ region.
Donald started his career at PwC based in Glasgow, UK. In 1998, he transferred to the New York Metro region, and was an audit manager with a client base in the pharmaceutical industry. Donald is a CA and CPA (inactive) and holds an undergraduate degree from the University of Glasgow
Jeff is an Associate Managing Director overseeing the North American team covering US regional banks as well as Canadian banks. Jeff joined the banking team from Moody’s Credit Strategy & Standards where he focused most recently on Public Finance after a long period focused on Financial Institutions.
Jeff joined Moody’s in 2003 as the accounting specialist supporting the insurance sectors and was one of the founding members of Moody’s Accounting Specialists Group, whose role is to also publish research on complex reporting topics. In 2004, Jeff changed his primarily role to that of a fundamental credit analyst within the US property & casualty insurance team and over time transitioned to a Group Credit Officer supporting the Financial Institution Group before moving to his current role.
Prior to joining Moody’s, Jeff spent 12 years in public accounting, most recently with PricewaterhouseCoopers LLP where he was a Senior Manager in the Insurance Audit Practice in New York City. Jeff’s previous experience included a tour in the Accounting Consulting Services Group of PwC’s National Office. Jeff is a Certified Public Accountant and graduated magna cum laude from Skidmore College in New York.
Mr. Fanger has been with Moody’s since 1995 as a member of Moody’s Financial Institutions Group. In June 2008 he returned to Moody’s Global Banking team after serving as Chief Credit Officer for Moody’s Financial Institutions Group for 2 ½ years.He currently has lead or co lead analytic responsibilities for a number of large universal banks and securities firms headquartered in Europe and the U.S., and also provides guidance and support to other analysts covering similar institutions to help ensure consistency in Moody’s analysis and ratings of these complex firms. Mr. Fanger also continues to support Moody’s Credit Policy function through his participation on a variety of standing committees and special projects.
Mr. Fanger has previously served as Regional Credit Officer for the Americas Banking team and the Finance and Securities team at Moody’s, and has been lead analyst on a wide range of banks, thrifts, and credit card companies on those teams. Prior to joining Moody’s Mr. Fanger worked at the Federal Reserve Bank of New York in Banking Supervision, and also served a brief stint at the Federal Reserve Bank of San Francisco.
Mr. Fanger has a Masters in Public Policy from Harvard University’s Kennedy School of Government where he concentrated in Business and Government Relations, and a B.A. from Colby College where he majored in Economics and Government.
Allen Tischler is a senior member of Moody’s North American Banking Team covering a broad portfolio of US regional banks and custody banks. He is also Moody’s lead analyst on the Federal Farm Credit Banks and a number of Federal Home Loan Banks.Allen joined the team in 1999 as an Associate Analyst.
Prior to joining Moody’s, Allen completed a Management Associate program with the Dun & Bradstreet Corporation.
Allen holds a B.A. degree from Michigan State University and an M.B.A. from the University of Chicago.
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).
Fadi oversees the North American team covering US-based global investment and universal banks, securities firms and wealth managers. Previously, Fadi was a lead analyst for a number of predominantly US-based banks, exchange operators, market makers, clearing houses and wealth managers. Prior to joining Moody’s in 2013, Fadi was an Investment Analyst at a Toronto-based asset manager overseeing a portfolio of investments in natural resources and financial institutions. Fadi previously worked at the Bank of Montreal as a Product Manager in cash management and payments products.
Fadi holds an undergraduate degree in Economics and Political Science from the Lebanese American University and a Master of Finance from Queen’s University in Canada. Fadi is a CFA Charterholder
Dan Simkowitz is Co-President of Morgan Stanley. He is responsible for the Institutional Securities Group and serves on the firm’s Operating, Management and Risk Committees, as well as the Morgan Stanley-MUFG Steering Committee. He was also Co-Chair of the Firm’s Capital Commitment Committee. He was most recently Head of Morgan Stanley Investment Management (MSIM) and Co-Head of Corporate Strategy.
Mr. Simkowitz began his career at Morgan Stanley in 1990 in the M&A department and has worked in New York, Tokyo and Hong Kong. He was previously the Co-Head of Global Capital Markets and was the lead capital markets partner for the firm’s assignments with the U.S. Treasury and Federal Reserve during the 2008-2012 financial crisis. In 2016, Mr. Simkowitz was appointed Head of MSIM and led the firm’s acquisitions of Eaton Vance/Parametric and Mesa West and the growth of its private markets and alternatives platform.
Mr. Simkowitz is a graduate of Harvard College and holds an MBA from Columbia University. He is on the boards of the American Museum of Natural History, the U.S. Olympic Committee Foundation and the Executive Committee of the Investment Company Institute. Mr. Simkowitz is a member of the Council on Foreign Relations and Harvard’s Committee on University Resources.
