21st Annual Financial Services Forum
February 27 - 28, 2020
, The Ritz-Carlton Key Biscayne
, Miami
Participating Companies | Ticker | Analyst Rating | Speakers | Country | Sector | Status | USD Marketcap | Category | |
---|---|---|---|---|---|---|---|---|---|
Affiliated Managers Group, Inc.
|
AMG.N |
Tom Wojcik
,
Chief Financial Officer
Anjali Aggarwal
,
Vice President, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Aflac Incorporated
|
AFL.N |
Dan Amos
,
Chairman and CEO of Aflac Incorporated
David Young
,
VP, Investor and Rating Agency Relations
|
United States | Financials | Confirmed | Presenting Company | |||
AGNC Investment Corp.
|
AGNC.OQ |
Gary Kain
,
CEO & Chief Investment Officer
Peter Federico
,
President and Chief Operating Officer
Katie Wisecarver
,
VP, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Air Lease Corporation
|
AL.N | United States | Industrials | Confirmed | Presenting Company | ||||
Allstate Corporation
|
ALL.N |
Mike Demetre
,
CFO, Personal Property-Liability
Mark Nogal
,
Head of Investor Relations
Brent Vandermause
,
Director of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Ally Financial Inc.
|
ALLY.N |
Jennifer LaClair
,
CFO
Daniel Eller
,
Head of Investor Relations
Ryan Borg
,
Director, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
American Financial Group, Inc.
|
AFG.N |
Carl H. Lindner III
,
Co-CEO
S. Craig Lindner
,
Co-CEO
Joseph E. Consolino
,
EVP & CFO
Diane Weidner
,
AVP - Investor & Media Relations
|
United States | Financials | Confirmed | Presenting Company | |||
American International Group, Inc.
|
AIG.N |
Sabra Purtill
,
Deputy CFO, Head of Treasury, Investor & Rating Agency Relations & Corporate Development
|
United States | Financials | Confirmed | Presenting Company | |||
Ameriprise Financial, Inc.
|
AMP.N |
Walter Berman
,
Executive Vice President and Chief Finanical Officer
Stephanie Rabe
,
VP, Investor and Rating Agency Relations
|
United States | Financials | Confirmed | Presenting Company | |||
ANIMA Holding SpA
|
ANIM.MI |
Fabrizio Armone
,
Head of Investor Relations
|
Italy | Financials | Confirmed | Presenting Company | |||
Annaly Capital Management, Inc.
|
NLY.N |
David Finkelstein
,
Chief Investment Officer
Purvi Kamdar
,
Head of Investor Relations
Brooke Carillo
,
Head of Strategy
|
United States | Financials | Confirmed | Presenting Company | |||
Aon PLC
|
AON.N |
Greg Case
,
Chief Executive Officer
Leslie Follmer
,
SVP - Investor Relations
Erika Shouldice
,
VP - Investor Relations and Chief of Staff to Aon's CFO
|
United Kingdom | Financials | Confirmed | Presenting Company | |||
Apollo Global Management, Inc.
|
APO.N |
Josh Harris
,
Co-Founder & Senior Managing Director
Martin Kelly
,
CFO / Co-COO
Gary Stein
,
Head of Investor Relations
Ann Dai
,
Investor Relations Manager
|
United States | Financials | Confirmed | Presenting Company | |||
Arch Capital Group Ltd.
|
ACGL.OQ |
Francois Morin
,
CFO
Donald Watson
,
Executive Vice President, Finance
|
Bermuda | Financials | Confirmed | Presenting Company | |||
Ares Management Corporation
|
ARES.N |
Jarrod Phillips
,
Chief Accounting Officer
Carl Drake
,
Partner, Public IR & Communications
Veronica Mayer
,
Principal, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Argo Group International Holdings, Ltd.
|
ARGO.N |
Kevin Rehnberg
,
CEO
Jay Bullock
,
EVP - Chief Financial Officer
Brett Shirreffs
,
Head of Investor Relations
|
Bermuda | Financials | Confirmed | Presenting Company | |||
Athene Holding Ltd.
|
ATH.N |
William Wheeler
,
President, AHL
Noah Gunn
,
Head of Investor Relations
Sue Lee
,
Director Investor Relations
|
Bermuda | Financials | Confirmed | Presenting Company | |||
AXIS Capital Holdings Limited
|
AXS.N |
Matt Rohrmann
,
Head of Investor Relations
|
Bermuda | Financials | Confirmed | Presenting Company | |||
Azimut Holding S.p.A.
|
AZMT.MI |
Vittorio Pracca
,
Head of IR
|
Italy | Financials | Confirmed | Presenting Company | |||
Bank of America Corporation
|
BAC.N | United States | Financials | Confirmed | Presenting Company | ||||
Bank of New York Mellon Corporation
|
BK.N |
Mike Santomassimo
,
Chief Financial Officer
Lester Owens
,
Global Head of Operations
Magda Palczynska
,
Global Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
BlackRock, Inc.
|
BLK.N |
Rob Kapito
,
President
Caroline Rodda
,
Director, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Blackstone Group Inc.
|
BX.N |
Michael Chae
,
CFO
Weston Tucker
,
Senior Managing Director, Head of Investor Relations
Mike Needham
,
SVP
|
United States | Financials | Confirmed | Presenting Company | |||
BrightSphere Investment Group Inc.
|
BSIG.N |
Guang Yang
,
President and CEO
Suren Rana
,
Chief Financial Officer
Brett Perryman
,
Head of Corporate Communications
|
United States | Financials | Confirmed | Presenting Company | |||
Brookfield Asset Management Inc.
|
BAMA.TO |
Nicholas Goodman
,
CFO
Rachel Powell
,
Manager
|
Canada | Financials | Confirmed | Presenting Company | |||
Brown & Brown, Inc.
|
BRO.N |
R. Andrew Watts
,
EVP & CFO
|
United States | Financials | Confirmed | Presenting Company | |||
Capital One Financial Corporation
|
COF.N |
Richard Fairbank
,
CEO
Danielle Dietz
,
SVP, Investor Relations
Jeffrey Norris
,
SVP, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Carlyle Group L.P.
|
CG.OQ |
Kewsong Lee
,
Co-Chief Executive Officer
Curtis Buser
,
Chief Financial Officer
Daniel Harris
,
Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Cboe Global Markets, Inc.
|
CBOE.OQ |
Ed Tilly
,
Chairman, President & CEO
Brian Schell
,
EVP, CFO and Treasurer
Debbie Koopman
,
VP Investor Relations
|
Financials | Confirmed | Presenting Company | ||||
Chimera Investment Corporation
|
CIM.N |
Matt Lambiase
,
CEO
Robert Colligan
,
CFO
Mohit Marria
,
CIO
Victor Falvo
,
Head of Capital Markets
|
United States | Financials | Confirmed | Presenting Company | |||
CIT Group Inc.
|
CIT.N |
John Fawcett
,
Chief Financial Officer
Barbara Callahan
,
Senior Vice President and Head of Investor Relations
Jim Ballan
,
Director, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Citigroup Inc.
|
C.N |
Naveed Sultan
,
Global Head of TTS
Steve Donovan
,
Head of LATAM TTS
Elizabeth Lynn
,
Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Citizens Financial Group, Inc.
|
CFG.N |
Ellen Taylor
,
Head of Investor Relations
John Woods
,
Chief Financial Officer
|
United States | Financials | Confirmed | Presenting Company | |||
CME Group Inc.
|
CME.OQ |
John Pietrowicz
,
Chief Financial Officer
Jack Tobin
,
Chief Accounting Officer
|
United States | Financials | Confirmed | Presenting Company | |||
Cohen & Steers, Inc.
|
CNS.N |
Joe Harvey
,
President
Matt Stadler
,
CFO
|
United States | Financials | Confirmed | Presenting Company | |||
Cowen Inc.
|
COWN.OQ |
Jeff Solomon
,
Chairman and CEO
J.T. Farley
,
Managing Director, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Credit Suisse Group AG
|
CSGN.S |
Thomas Gottstein
,
Chief Executive Officer
David Mathers
,
Chief Financial Officer
Michele Cubic
,
Head of Americas and Asia Investor Relations, Communications, Marketing & Events
|
Switzerland | Financials | Confirmed | Presenting Company | |||
Credit Suisse HOLT Team
|
Hiten Patel
,
HOLT Financials Team
,
Credit Suisse
Kaitlyn Joan Korich
,
HOLT Financials Team
,
Credit Suisse
|
Confirmed | N/A | Presenting Company | |||||
CS Public Policy
|
Peter Ryan
,
DIR
,
Credit Suisse
|
Confirmed | N/A | Presenting Company | |||||
CS Research
|
Confirmed | N/A | Presenting Company | ||||||
Curo Group Holdings Corp.
|
CURO.N |
Don Gayhardt
,
CEO
Roger Dean
,
CFO
Bill Baker
,
COO
Crawford Gar Jackson
,
Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Discover Financial Services
|
DFS.N |
Roger Hochschild
,
CEO and President
Craig Streem
,
Vice President, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
E*TRADE Financial Corporation
|
United States | Financials | Cancelled | N/A | Presenting Company | ||||
Elevate Credit, Inc.
|
ELVT.N |
Jason Harvison
,
CEO
Chris Lutes
,
Chief Financial Officer
|
United States | Financials | Confirmed | Presenting Company | |||
Enova International, Inc.
|
ENVA.N |
Steve Cunningham
,
CFO
Monica Gould
,
Investor Relations
Lindsay Grant-Savarese
,
Investor Relations
Cassidy Fuller
,
Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Epic Research
|
Jim Stewart
,
CEO
Ben Brake
,
President
|
Financials | Confirmed | Presenting Company | |||||
Evercore Inc.
|
EVR.N |
Bob Walsh
,
CFO
Hallie Miller
,
Head of IR
|
United States | Financials | Confirmed | Presenting Company | |||
FactSet Research Systems Inc.
|
FDS.N |
Helen Shan
,
CFO
Rima Hyder
,
VP, Investor and Media Relations
|
United States | Financials | Confirmed | Presenting Company | |||
First BanCorp.
|
FBP.N |
Aurelio Aleman
,
President & CEO
John Pelling III
,
Investor Relations Officer
|
Puerto Rico | Financials | Confirmed | Presenting Company | |||
FirstCash, Inc.
|
FCFS.N |
Rick Wessel
,
CEO
Gar Jackson
,
Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Focus Financial Partners Inc.
|
FOCS.OQ | United States | Financials | Confirmed | Presenting Company | ||||
Franklin Resources, Inc.
|
BEN.N |
Matthew Nicholls
,
CFO
Stephen Dover
,
Executive Vice President-Head of Equities
Brian Sevilla
,
VP, Corporate Development and Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Goldman Sachs Group, Inc.
|
GS.N |
David Solomon
,
Chairman & Chief Executive Officer
Heather Miner
,
Head of Investor Relations
Robert Narciso
,
Vice President
Jehan Ilahi
,
Managing Director, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Greenhill & Co., Inc.
|
United States | Financials | Cancelled | N/A | Presenting Company | ||||
Heritage Insurance Holdings, Inc.
|
HRTG.N |
Arash Soleimani
,
Executive Vice President
|
United States | Financials | Confirmed | Presenting Company | |||
Insurance Dinner with AIG & PRU
|
PRU.N, AIG.N, | N/A |
Darin Arita
,
Head of Investor Relations
,
Prudential Financial, Inc.
(PRU.N)
Brian Piperi
,
VP, Investor Relations
,
Prudential Financial, Inc.
(PRU.N)
Sabra Purtill
,
Deputy CFO, Head of Treasury, Investor & Rating Agency Relations & Corporate Development
,
American International Group, Inc.
(AIG.N)
Shelley Singh
,
Managing Director, Investor Relations
,
American International Group, Inc.
(AIG.N)
|
Health Care | Confirmed | N/A | Presenting Company | ||
Intact Financial Corporation
|
IFC.TO |
Louis Marcotte
,
Senior Vice President & Chief Financial Officer
Husayn Hirji
,
Manager, Investor Relations
|
Canada | Financials | Confirmed | Presenting Company | |||
James River Group Holdings, Ltd.
|
JRVR.OQ |
Sarah Doran
,
CFO
Kevin Copeland
,
SVP Finance & CIO
|
Bermuda | Financials | Confirmed | Presenting Company | |||
KKR & Co. Inc.
|
KKR.N |
Bill Janetschek
,
Chief Financial Officer
Craig Larson
,
Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Lazard Ltd
|
LAZ.N |
Ashish Bhutani
,
Vice Chairman of Lazard and CEO of Lazard Asset Management
Evan Russo
,
Chief Financial Officer of Lazard Ltd
Alexandra Deignan
,
Director, Investor Relations
|
Bermuda | Financials | Confirmed | Presenting Company | |||
Lincoln National Corporation
|
LNC.N |
Randy Freitag
,
EVP, CFO and Head of Individual Life
Christopher Giovanni
,
SVP, Corporate Treasurer
|
United States | Financials | Confirmed | Presenting Company | |||
LPL Financial Holdings Inc.
|
LPLA.OQ |
Matthew Audette
,
Chief Financial Officer
Chris Koegel
,
SVP, Investor Relations
Carter Gibson
,
VP, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Manulife Financial Corporation
|
MFC.TO |
Larissa Hon
,
Manager, Investor Relations
Derek Theobalds
,
AVP, Investor Relations
|
Canada | Financials | Confirmed | Presenting Company | |||
MarketAxess Holdings Inc.
|
MKTX.OQ |
Tony DeLise
,
Chief Financial Officer
Chris Gerosa
,
Head of Accounting and Finance
|
United States | Financials | Confirmed | Presenting Company | |||
MetLife, Inc.
|
MET.N |
John Hall
,
Senior Vice President, Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
MFA Financial, Inc.
|
United States | Financials | Cancelled | N/A | Presenting Company | ||||
MGIC Investment Corporation
|
MTG.N |
Mike Zimmerman
,
Senior Vice President, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Moelis & Company
|
MC.N |
Elizabeth Crain
,
COO
Chett Mandel
,
VP, IR
|
United States | Financials | Confirmed | Presenting Company | |||
Morgan Stanley
|
MS.N |
Jonathan Pruzan
,
Chief Financial Officer & Executive Vice President
Sharon Yeshaya
,
Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Mr. Cooper Group Inc.
|
COOP.OQ | United States | Financials | Confirmed | Presenting Company | ||||
Nasdaq, Inc.
|
NDAQ.OQ |
Michael Ptasznik
,
CFO
Edward Ditmire
,
VP, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Navient Corporation
|
NAVI.OQ |
Jack Remondi
,
President & CEO
Joe Fisher
,
VP, Investor Relations and Corporate Development
|
United States | Financials | Confirmed | Presenting Company | |||
New Residential Investment Corp.
|
United States | Financials | Cancelled | N/A | Presenting Company | ||||
New York Community Bancorp, Inc.
|
NYCB.N | United States | Financials | Confirmed | Presenting Company | ||||
NMI Holdings, Inc.
|
NMIH.OQ |
Adam Pollitzer
,
EVP, Chief Financial Officer
John Swenson
,
VP, Investor Relations & Treasury
|
United States | Financials | Confirmed | Presenting Company | |||
Northern Trust Corporation
|
NTRS.OQ |
Steven Fradkin
,
President, Wealth Management
Jason Tyler
,
Chief Financial Officer
Mark Bette
,
Director, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
OakNorth Holdings
|
Financials | Cancelled | N/A | Presenting Company | |||||
Old National Bancorp
|
ONB.OQ |
James Ryan
,
Chairman & CEO
Brendon Falconer
,
CFO
|
United States | Financials | Confirmed | Presenting Company | |||
On Deck Capital, Inc.
|
United States | Financials | Cancelled | N/A | Presenting Company | ||||
OneMain Holdings, Inc.
|
OMF.N |
Micah Conrad
,
CFO
Kathryn Miller
,
Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Partners Group Holding AG
|
PGHN.S |
Philip Sauer
,
Co-Head Group Finance & Corporate Development
|
Switzerland | Financials | Confirmed | Presenting Company | |||
PJT Partners Inc.
|
United States | Financials | Cancelled | N/A | Presenting Company | ||||
Popular, Inc.
|
BPOP.OQ |
Paul Cardillo
,
IRO
|
Puerto Rico | Financials | Confirmed | Presenting Company | |||
Principal Financial Group, Inc.
|
PFG.OQ |
Michael Garvin
,
CFO, Retirement Business
John Egan
,
Vice President Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Prudential Financial, Inc.
|
PRU.N |
Darin Arita
,
Head of Investor Relations
Brian Piperi
,
VP, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Raymond James Financial, Inc.
|
RJF.N |
Paul Reilly
,
Chairman & CEO
Paul Shoukry
,
CFO
Kristina Waugh
,
VP, Head of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Redwood Trust, Inc.
|
United States | Financials | Cancelled | N/A | Presenting Company | ||||
Regional Management Corp.
|
United States | Financials | Cancelled | N/A | Presenting Company | ||||
Regions Financial Corporation
|
RF.N |
David Turner
,
CFO
Ronnie Smith
,
Head of Corporate Banking Group
Deron Smithy
,
Treasurer
Dana Nolan
,
Head of Investor Relations
Chris Best
,
Associate Director of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
RenaissanceRe Holdings Ltd.
|
RNR.N |
Aditya Dutt
,
SVP, RenaissanceRe Holdings Ltd.
|
Bermuda | Financials | Confirmed | Presenting Company | |||
RLI Corp.
|
RLI.N |
Craig Kliethermes
,
President & COO
Aaron Diefenthaler
,
Chief Investment Officer
|
United States | Financials | Confirmed | Presenting Company | |||
Sculptor Capital Management, Inc.
|
SCU.N |
Thomas Sipp
,
Chief Financial Officer
Elise King
,
Head of Shareholder Solutions
|
United States | Financials | Confirmed | Presenting Company | |||
Selective Insurance Group, Inc.
|
SIGI.OQ |
Mark Wilcox
,
Chief Financial Officer
Rohan Pai
,
SVP, Investor Relations and Treasurer
|
United States | Financials | Confirmed | Presenting Company | |||
SLM Corporation
|
SLM.OQ | United States | Financials | Confirmed | Presenting Company | ||||
Sovcombank
|
Financials | Cancelled | N/A | Presenting Company | |||||
Starwood Property Trust, Inc.
|
STWD.N | United States | Financials | Confirmed | Presenting Company | ||||
State Street Corporation
|
STT.N |
Eric Aboaf
,
Chief Financial Officer
Lou Maiuri
,
Chief Operating Officer
Ilene Fiszel Bieler
,
Global Head of Investor Relations
Maya Tracey
,
Investor Relations Associate
|
Financials | Confirmed | Presenting Company | ||||
Synchrony Financial
|
SYF.N |
Greg Ketron
,
Managing Director - Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
T. Rowe Price Group, Inc.
|
TROW.OQ |
Jennifer Dardis
,
Head of Corporate Strategy
Meghan Azevedo
,
Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
The Hanover Insurance Group, Inc.
|
THG.N |
Jeff Farber
,
Executive Vice President, Chief Financial Officer
Oksana Lukasheva
,
VP of Investor Relations, FP&A
|
United States | Financials | Confirmed | Presenting Company | |||
The Hartford Financial Services Group, Inc.
|
HIG.N |
Susan Spivak Bernstein
,
Senior Vice President, Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
Tikehau Capital SCA
|
TKOO.PA |
Mathieu Chabran
,
Co-Founder
Louis Igonet
,
Head of Investor Relations
|
France | Financials | Confirmed | Presenting Company | |||
TMX Group Limited
|
X.TO |
Paul Malcomson
,
Managing Director, Investor Relations
Julie Park
,
Manager, Investor Relations
|
Canada | Financials | Confirmed | Presenting Company | |||
Tradeweb Markets Inc.
|
TW.OQ |
Ashley Serrao
,
Head of US Corporate Development & IR
Robert Warshaw
,
CFO
Billy Hult
,
President
|
United States | Financials | Confirmed | Presenting Company | |||
Truist Financial Corporation
|
TFC.N |
Bill Rogers
,
President & COO
Aaron Reeves
,
Assistant Director of Investor Relations
Ryan Richards
,
Chief Accounting Officer
|
United States | Financials | Confirmed | Presenting Company | |||
Two Harbors Investment Corp.
|
United States | Financials | Cancelled | N/A | Presenting Company | ||||
Virtu Financial, Inc.
|
United States | Financials | Cancelled | N/A | Presenting Company | ||||
Virtus Investment Partners, Inc.
|
VRTS.OQ |
Sean Rourke
,
Vice President, Investor Relations
Michael Angerthal
,
Executive Vice President, Chief Financial Officer
|
United States | Financials | Confirmed | Presenting Company | |||
Voya Financial, Inc.
|
VOYA.N | United States | Financials | Confirmed | Presenting Company | ||||
W. R. Berkley Corporation
|
WRB.N |
William R. Berkley
,
Executive Chairman
W. Robert Berkley, Jr.
,
President and Chief Executive Officer
Richard M. Baio
,
Senior Vice President and Chief Financial Officer
Karen Horvath
,
Vice President
|
United States | Financials | Confirmed | Presenting Company | |||
Wells Fargo & Company
|
WFC.N |
John Shrewsberry
,
Chief Financial Officer
John Campbell
,
Director of Investor Relations
Joe Morford
,
Investor Relations Manager
|
United States | Financials | Confirmed | Presenting Company | |||
WisdomTree Investments, Inc.
|
WETF.OQ |
Jonathan Steinberg
,
Founder & CEO
Jarrett Lilien
,
President & COO
Amit Muni
,
CFO
Jason Weyeneth
,
Director of Investor Relations
|
United States | Financials | Confirmed | Presenting Company | |||
XP Inc.
|
XP.OQ |
Bruno Constantino
,
Chief Financial Officer
|
Cayman Islands | Financials | Confirmed | Presenting Company |