Financial Institutions Briefing - Canada
Insights from shifts and strains: exploring key credit signals for Canadian financial institutions
Agenda
Registration and breakfast
Banks: staying resilient amid global uncertainty
- How will changes in monetary policy, trade tensions, and the slowing economy impact banks’ credit and liquidity?
- How are Canadian banks managing capital levels amid market shifts and changing global rules?
- What are the other main trends in Canada’s banking sector today, such as new technology and digital banks?
Insurance: strategic shifts through reinsurance and private credit
- How are mergers, acquisitions, and reinsurance changing the life insurance industry? What does this mean for growth and risk?
- How are property and casualty insurers dealing with more natural disasters, and how could new regulations affect them?
- What new trends in private investments are shaping insurers’ portfolios?
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Donald is co-head of global banking and oversees the North American region for the ratings of banks, finance companies and securities firms. As a senior leader in Moody's financial institutions’ management team, Donald focuses on deepening analytical approaches and engagement, steering the franchise, engaging with developments in digital finance, and adapting processes, tools and workflow to address rapid digitalization and AI adoption.
Previously, Donald led a team of analysts covering a portfolio of global investment banks, specialty finance and securities firms in North America and Europe. He was also a lead analyst for securities firms and global investment banks. Donald started his Moody’s Ratings career as an accounting specialist, helping to educate analysts on matters of accounting and financial reporting.
Before joining Moody’s Ratings in 2007, Donald was a Director of Financial Audit at Siemens Corporation and an Audit Manager at PwC. Donald is a Chartered Accountant and a Certified Public Accountant and holds an undergraduate honors degree from the University of Glasgow.
30+ years’ professional experience (including 15+ years at Moody’s Ratings).
Sarah has been the lead analyst for most countries in the European Union, and is also a former lead analyst for the United States. She is currently the lead analyst for France and Italy, among other European countries. She is also one of the Sovereign Risk Group’s global spokespeople.
She joined Moody’s in 2009 after completing a Sloan Fellowship at the London Business School. Prior to this academic sabbatical, she spent seven years at the Financial Services Authority in London where she headed the regulator’s Risk Analysis area and acted as its chief macroeconomist. Before joining the FSA, she worked in Dun & Bradstreet’s Economic Analysis Group for six years, where she was the organisation’s Deputy Chief Economist.
She holds an MA in European Studies (with a concentration in Economics and Finance) from the Elliott School of International Affairs at the George Washington University in Washington, DC and an AB with a double major in Government and History from Dartmouth College in Hanover, New Hampshire in the United States. She is a CFA Charterholder and is co-chair of the Macroeconomic Committee of the CFA Society France. She is a dual citizen of the United Kingdom and the United States and is based in Paris.
Donald is co-head of global banking and oversees the North American region for the ratings of banks, finance companies and securities firms. As a senior leader in Moody's financial institutions’ management team, Donald focuses on deepening analytical approaches and engagement, steering the franchise, engaging with developments in digital finance, and adapting processes, tools and workflow to address rapid digitalization and AI adoption.
Previously, Donald led a team of analysts covering a portfolio of global investment banks, specialty finance and securities firms in North America and Europe. He was also a lead analyst for securities firms and global investment banks. Donald started his Moody’s Ratings career as an accounting specialist, helping to educate analysts on matters of accounting and financial reporting.
Before joining Moody’s Ratings in 2007, Donald was a Director of Financial Audit at Siemens Corporation and an Audit Manager at PwC. Donald is a Chartered Accountant and a Certified Public Accountant and holds an undergraduate honors degree from the University of Glasgow.
30+ years’ professional experience (including 15+ years at Moody’s Ratings).
Megan oversees the North American team responsible for the ratings and research of a portfolio spanning Canadian banks, US-based global investment and universal banks, securities firms, wealth managers, traditional asset managers and pension managers.
Before leading the team, Megan spent nearly 15 years as a Moody’s Ratings analyst covering a broad range of global investment, universal, US regional and community banks. Prior to joining Moody’s Ratings, Megan held positions at Freddie Mac, primarily within the Finance department. She holds an honors degree in economics and political science from the University of Delaware.
Nearly 20 years’ professional experience (including 15+ years at Moody’s Ratings).
Peter covers a broad portfolio of global investment, Canadian and US Regional banks and securities firms.
Prior to joining Moody’s Ratings, Peter led a team at Deutsche Bank that was responsible for managing the bank’s exposure to US broker-dealers. Peter also worked at JPMorgan Chase managing trading and derivatives counterparty risk with regulated financial institutions and hedge funds. Peter holds a B.A. in Business Administration from the Richard Ivey School of Business at the University of Western Ontario and is a Chartered Financial Analyst.
40+ years’ professional experience (including 25+ years at Moody’s Ratings).
Robert covers a portfolio of Canadian banks, insurance companies and pension asset managers.
Before joining Moody’s Ratings, 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, 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).
30+ years’ professional experience (including 5+ years at Moody’s Ratings).
Will covers a portfolio of Canadian banks, insurance companies, pension asset managers, finance companies, and Canadian crown corporations.
Before joining Moody’s Ratings, Will worked at another credit rating agency based in Toronto where he was a lead analyst covering non-bank financial institutions in North America. Will holds both a BBA and an MBA from Wilfrid Laurier University from which he graduated with High Distinction. Will also has experience working in debt capital markets, buy-side credit investing, and corporate development.
7+ years’ professional experience (including 1+ years at Moody’s Ratings).
Allen covers a broad portfolio of global investment, universal and US regional banks.
Prior to joining Moody’s Ratings in 1999, 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.
30+ years’ professional experience (including 25+ years at Moody’s Ratings).
Manoj Jethani is a Vice President – Senior Credit Officer in the US life insurance team within the Financial Institutions Group at Moody’s Ratings where he is a lead analyst and has responsibility for a portfolio of North American life insurers.
Prior to joining Moody’s in 2006, he worked as an actuary at a private actuarial consulting firm in Stamford, CT and as a credit analyst at Mashreq Bank in Dubai, UAE.
Manoj holds a Bachelor of Science in Management Information Systems and Finance from the University of Connecticut and holds a Master’s in Business Administration (MBA) with a specialization in Banking, Strategy and Finance from New York University’s Stern School of Business.
Robert covers a portfolio of Canadian banks, insurance companies and pension asset managers.
Before joining Moody’s Ratings, 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, 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).
30+ years’ professional experience (including 5+ years at Moody’s Ratings).
Jasper is a Vice President of property/casualty insurers in the Financial Institutions Group. In addition to following a portfolio of P&C insurers, Jasper has published research on the impacts of inflation, reserves, autonomous vehicles and catastrophes on the insurance industry. Jasper has a B.A. from Columbia University, where he majored in Mathematics-Statistics and an MBA from NYU Stern School of Business. He is also an Associate in the Casualty Actuarial Society and a CFA charterholder.
Bruce Ballentine is a Vice President in the insurance rating group at Moody’s Ratings. He is the lead analyst for several major property & casualty insurers as well as insurance brokers and service companies. He also writes and speaks on various insurance industry themes. Bruce has worked at Moody’s since 2005 and in 1991-1995, and has done insurance related work at ABN AMRO Bank and The Bank of New York. Bruce holds a BA in geology from Harvard College and an MBA from Columbia Business School.
Donald is co-head of global banking and oversees the North American region for the ratings of banks, finance companies and securities firms. As a senior leader in Moody's financial institutions’ management team, Donald focuses on deepening analytical approaches and engagement, steering the franchise, engaging with developments in digital finance, and adapting processes, tools and workflow to address rapid digitalization and AI adoption.
Previously, Donald led a team of analysts covering a portfolio of global investment banks, specialty finance and securities firms in North America and Europe. He was also a lead analyst for securities firms and global investment banks. Donald started his Moody’s Ratings career as an accounting specialist, helping to educate analysts on matters of accounting and financial reporting.
Before joining Moody’s Ratings in 2007, Donald was a Director of Financial Audit at Siemens Corporation and an Audit Manager at PwC. Donald is a Chartered Accountant and a Certified Public Accountant and holds an undergraduate honors degree from the University of Glasgow.
30+ years’ professional experience (including 15+ years at Moody’s Ratings).