Know Your Investment Portfolio: Risks and Implications for your business
Register to access the On-Demand replay below.
We continue conversations on recent market dynamics, structural balance sheet interest rate risk and short-term liquidity implications. This week we want to dive deeper into a discussion on navigating this market uncertainty through investment portfolio risk management.
Join us to hear:
- Perspective on current investment portfolio composition, asset and liability management and balance sheet strategies from former bank executives and regulators
- A walkthrough of how to monitor and manage investment portfolio market risk to minimize uncertainties
- Insightful ways to leverage technology to restructure a portfolio to optimize the risk/return tradeoff for better decision-making
Additionally, we will hold an open Q&A session to discuss any questions you may have on the topic or our solutions.
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SpeakersBlake Coules Senior Director - Industry Practice Lead Moody's Analytics
Jon Kiessling Senior Director, Strategist Moody’s Analytics
Jessica Rice Director - Data Scientist Moody's
Ed Young Senior Director, Bank Advisory Specialist Moody's Analytics | Federal Reserve Bank of Atlanta
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Across over 35 years in Banking, Blake has gained deep insights into the inner working of this sector. Over the last two decades, Blake has been an Operating Committee member, leading teams and executing strategies in Credit and Enterprise Risk as well as Line of Business. His focus over this time has been primarily Commercial/Corporate with particular emphasis on Commercial Real Estate. Blake has spent most of his career with large and mid-sized banks.
Blake joined Moodys in 2021 after leading the transformation of the credit approval and reporting process at a $25 billion bank.
Jon Kiessling is responsible for commercial development and revenue enablement strategy for the Americas Banking region. His background includes roles as Chief Risk Officer, Chief Accounting Officer and Director of Corporate Finance with a publicly traded bank, where his focus was to lead and develop critical functions throughout the company’s high-growth lifecycle from capital raise until acquisition. Jon began his career with KPMG LLP focusing on financial services clients within the audit and advisory practices.
Jon holds a B.S. in Accounting and Finance from Ohio State University and is an inactive CPA.
Jessica Rice, Director, Senior Data Scientist, manages the Data Services group, providing responsive and thorough solutions to client questions/issues after diligent analysis. Engaged extensively in product enhancement, Rice’s experience has focused primarily on fixed income and derivatives, as well as expanding the quantitative analytics solution offering. Prior to her current position, Rice served as Director, Balance Sheet Analytics with Performance Trust Capital Partners, and also worked previously for ZM Financial Systems as Director, Consulting Services. Rice holds dual degrees from James Madison University in Quantitative Finance and Mathematics, with a minor in Economics.
Ed Young works on projects involving credit risk, enterprise capital planning/stress testing, and CECL, helping clients solve complex financial risk management challenges. He develops robust, cross-company solutions to address clients’ needs and improve risk management processes. His background includes leadership roles at the Federal Reserve with a focus on credit, market, and liquidity risk; model risk management; and capital stress testing.
Ed earned both an MBA and BS in Finance from the University of Alabama at Birmingham.