As lenders and asset investors navigate economic headwinds and a changing regulatory landscape, credit managers must evolve their risk strategies. This event will explore how smarter portfolio risk management can help you stay ahead. 

Please join us for two distinct events focused on the application of our Portfolio tools to address risks and opportunities in the current macro/credit environment.  Firstly, join your peers and our team of Product and Research leaders at the Client User Forum for a lively discussion of portfolio risk and the latest techniques for facing these new challenges.   
 
Secondly, attend a refresher training on RiskFrontier/PortfolioStudio product functionality, underlying methodologies, and practical applications at the classroom training sessions.  Whether you attend one complementary event or both, we look forward to seeing you there!

User Forum: October 1, 9:00 AM - 12:30 PM ET 

In this forum, we will present recent developments from our Portfolio team, including the next generation in portfolio analytics, a deep dive on concentration risk, and recent investments in generative-AI and agentic-AI tools. We’ll also discuss how to navigate the slowing economy and how to remain competitive amid rising competition from non-bank lenders.
 
Who should attend: Mid-level and Senior Credit Risk Managers; those involved in Stress-testing, Impairment, Capital Management, and Portfolio Strategies.
 
This event will be held October 1 from 9am to 12.30pm at Vantage Venues (150 King Street, Toronto, ON), followed by an informal networking lunch. There is no cost to attend this event.

Methodology Training: October 1, 2:00 PM - 5:00 PM ET & October 2, 9:00 AM - 3:00 PM ET

Please join us for a 1.5 day comprehensive training for users of RiskFrontier/PortfolioStudio. This training will provide a refresh of the product, methodology, and business use cases. Day 1 will provide a conceptual review of the modeling framework including valuation, correlation, and simulation. Day 2 will include a discussion of model outputs and their business application, how to incorporate esoteric assets into your portfolio analysis, and some practical exercises to illustrate the model methodology.  
 
Both days of the training include hands-on exercises covering interpretation of the outputs and practical uses of the data. The methodology training and practical exercises are conducted in an intuitive and interactive format, where participants are encouraged to ask questions and discuss product-related issues and concepts.  
 
Who Should Attend: Those responsible for the data loading, parameter-setting, analysis and reporting, or interpretation of RiskFrontier/PortfolioStudio results.  
 
Training will be held October 1 (2pm-5pm) & October 2 (9am-3pm) at Vantage Venues (150 King Street, Toronto, ON). Lunch will be provided on Day 2 and refreshments will be provided on both days. There is no cost to attend this event.