The Current and Future State of Risk Management

The Current and Future State of Risk Management
PRMIA New York Chapter and MSCI are proud to present an engaging panel discussion featuring several experienced women in risk management from prominent organizations throughout the industry. In addition, each speaker will share her perspectives on today’s most pressing risk topics. In addition, they will provide perspective on expectations for the future of the risk management function and offer actionable advice.  There will be ample time for Q&A and networking during the event.
 

Date:
September 25, 2019


Time:
5:30 - 8:30 p.m. EST

 
Location:
MSCI New York Offices (Directions Link)
250 Greenwich Street
48th Floor, Skytop Conference Room
New York, New York 10006

 

Agenda  
  Time   Event  
  5:30pm
  Registration and Welcome  
  6:00pm
  Introduction and Current State of Affairs  
  6:20pm
  Future State of Affairs  
  6:45pm   Career Roles and Lessons Learned  
  7:15pm   Q&A  
  7:30pm    Networking  

Speakers  
       
  Indrani De, Managing Director- Director of Research, Nuveen Solutions Group

Indrani De, CFA, PRM, is Managing Director, Director of Research at the Nuveen Solutions Group. Her focus is to drive asset allocation research providing critical inputs for the Solutions multi-asset portfolios. The research encompasses capital market assumptions, tactical asset allocation, global macro, global interest rates, muni bonds, credit risk, equity valuation, alternative assets, exchange rates and commodities. 

She was earlier Managing Director – Macro Risk at TIAA. Her responsibilities include macroeconomic and financial markets analysis, scenario design and stress testing, building asset valuation models, and emerging risks. Prior to TIAA, she was Senior Director of Quantitative Research at investment firm New Amsterdam Partners. Earlier in her career, she worked as an investment analyst for Private Equity in GE Capital and 20th Century Venture Capital. She has been published in the Journal of Investing, Journal of Investment Consulting, and NYSSA Financial Professionals’ Post. Indrani is the Past-President and on the Board of Directors of the Society of Quantitative Analysts (SQA).

She has been a speaker multiple times at leading industry conferences and been quoted in major media outlets like Reuters, Forbes, Financial Planning and Pensions & Investments. She received an undergraduate degree in Economics (Honors) from University of Delhi, and an MBA from the Indian Institute of Management (Bangalore). Indrani completed the coursework for a PhD (Business-Major in Finance) at the City University of New York with full merit scholarship, and holds the Chartered Financial Analyst and Professional Risk Manager designation.

       
 
 
Lori Evangel
, EVP, Chief Risk Officer, Genworth

Lori M. Evangel is Executive Vice President and Chief Risk Officer for Genworth.  Lori joined Genworth in January of 2014.  Prior to Genworth she was Managing Director and Chief Risk Officer at Aflac’s Global Investment Division. Prior to Aflac Lori served as Enterprise Risk Officer at MetLife with responsibility for global enterprise risk management leading a cross-functional team in more than 50 countries. Lori also served in key risk management roles at MBIA Insurance and Moody’s Investor Services. At Genworth, Lori is responsible for leading all aspects of enterprise risk management including creating, implementing, and leading global risk management systems and strategies.  

Lori has deep experience in new business revenue generation, building businesses, designing and executing on strategy, research and development.  Lori also has a depth of knowledge of a vast array of investment products and corporate functions including; fixed income, derivatives, mortgages, real estate, asset backed securities, equity, securities lending, alternative investments, portfolio management, asset and liability management, treasury, finance and operations. She has been consistently rated a top performing executive and executive sponsor for Investments and Leadership development and mentoring programs. 

In addition to her role at Genworth, Lori serves as a Senior Lecturer for the ERM Program at Columbia University.  At Columbia, Lori is a lead lecturer for various courses in the Master of Science in Enterprise Risk Management program in the School of Professional Studies.

Lori holds a BA in Political Science from Middlebury College in Vermont and an MBA in Finance from the State University of New York at Albany.  
 

 
   
 Kim Olson, Chief Risk Officer – Americas, Sumitomo Mitsui Banking Corporation

Kim Olson is the Chief Risk Officer for SMBC Americas. In this role, Kim leads the Risk Management Department for the Americas Division, which is responsible for developing and maintaining the risk management framework and embedding a strong culture of risk awareness across the Americas Division, the combined US operations, and its US bank holding company, SMBC Americas Holdings. This includes establishing risk appetite and ensuring that risks (credit, market, liquidity, model, operational, other, and enterprise) generated by or booked into the Americas are identified, measured, independently reviewed and challenged, monitored, managed, and mitigated.

Kim has deep experience in financial services, risk management, and financial regulation and supervision. Prior to joining SMBC in 2018, Kim held senior roles at AIG, Deloitte, Deutsche Bank, and Fitch Ratings. She started her career at the Federal Reserve Bank of New York. As part of her tenure there, Kim was seconded to the Secretariat of the Basel Committee on Banking Supervision. She later served as the head of the Foreign Banks Department, where she helped to devise the supervisory strategy and implemented the execution of risk-focused examinations for foreign banking organizations operating within the Federal Reserve’s 2nd District. 

Kim received a Bachelor of Science from Santa Clara University and a Master of Public Administration from Harvard University.
 


 
   
 Kristen Walters, Managing Director, Global Chief Operating Officer, Risk & Quantitative Analysis Group, BlackRock

Kristen has 25+ years of experience in risk management and analytics at large buy- and sell-side firms.  She has been the Chief Operating Officer of BlackRock's Risk and Quantitative Analysis (RQA) Group since 2012. Kristen reports to the firm's Chief Risk Officer (CRO) and is a member of RQA's EXCO. Her current responsibilities include ensuring RQA effectively manages market, counterparty credit, liquidity and operational risk on behalf of BlackRock and fiduciary clients.  She is also responsible for RQA’s strategic technology, analytics and reporting initiatives partnering with BlackRock’s financial modeling and application development teams.  Kristen has been a member of the Commodities Futures Trading Commission’s (CFTC) Market Risk Advisory Committee since 2014 and works closely with BlackRock’s Vice Chairman / Head of Government Relations on risk-related regulatory issues. 

Kristen previously worked for BlackRock’s CRO when he was co-heading BlackRock Solutions and focused on developing analytics for fixed income bonds and derivatives as well as portfolio risk analytics, such as VaR and stress testing.  She also worked with BlackRock’s Institutional Client Business and Sovereign Wealth clients on risk measurement for AUM managed by BlackRock. 

Kristen has also held senior positions in risk management at Goldman Sachs, PIMCO and Barclays Capital. Many of her risk roles have also involved addressing regulatory issues pertaining to risk management, including managing the Federal Reserve's initial stress testing exercise for Goldman Sachs during 2009. She has also done significant work developing analytics for market, credit and liquidity risk across cash and derivatives markets. 

Kristen started her career in Supervision and Regulation at the Federal Reserve Bank of Boston and holds a MBA from Babson College and an undergraduate degree in accounting from the University of Massachusetts at Amherst.


 
     
Cathy Wang, Risk Specialist, Federal Reserve Bank of New York

Cathy Qingfang Wang is a risk specialist in LISCC Supervision at the Federal Reserve Bank of New York.  She is currently focusing on risk management for stress testing and scenario design activities.  She joined the bank in 2010 and had various leading roles in the bank supervision.  Prior to joining the Federal Reserve Bank of New York, Ms. Wang had over 14 years of experiences in the financial industry, including structured/exotic products trading as an executive director at JPMorgan, structured solutions and risk due-diligence management as a senior Vice President at HSBC and risk management/quantitative development as a director at CDC IXIS.

Ms. Wang holds a PhD in physics from Harvard University and BS from Xi’an Jiaotong University.
 

  Thank You To Our Sponsor  
     
 

 
     

Registration

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When
9/25/2019 5:30 PM - 8:30 PM
Where
MSCI New York Office 250 Greenwich Street 48th Floor, Skytop Conference Room New York, NY 10006 UNITED STATES
 

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