2020 Financial Services Investor Forum
May 20 - 21, 2020
, ** Virtual Meetings **
Conference Coordinator: Deirdre Gilfeather
Presenter Name | Ticker | Analyst Rating | Speakers | Country | Sector | Status | USD Marketcap | Category |
---|---|---|---|---|---|---|---|---|
AGNC Investment Corp.
|
United States | Specialty Finance | No longer attending | N/A | Cancelled | |||
American International Group, Inc.
|
AIG |
Sabra Purtill
,
Deputy CFO & Treasurer
Shelley Singh
,
Managing Director
|
United States | Insurance | Scheduled to attend | 0 | Hosting 1x1s | |
Aon Plc
|
AON |
Greg Case
,
CEO
Christa Davies
,
EVP & CFO
Leslie Follmer
,
SVP, Head of Investor Relations
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Apollo Global Management LLC
|
APO |
Martin Kelly
,
CFO & Co-COO
Gary Stein
,
Head of Investor Relations
Ann Dai
,
Manager, Investor Relations
Taylor Reinhardt
,
Investor Relations
|
United States | Asset Managers | Scheduled to attend | Hosting 1x1s | ||
Arch Capital Group Ltd.
|
ACGL |
Marc Grandisson
,
CEO
Francois Morin
,
CFO
David Gansberg
,
CEO Global Mortgage
Donald Watson
,
EVP
Vinay Misquith
,
AVP Finance
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Ares Management Corp.
|
ARES |
Michael McFerran
,
CFO
Jarrod Phillips
,
Chief Accounting Officer
Carl Drake
,
Partner, Head of Investor Relations
Veronica Mayer
,
Principal, Investor Relations
Cameron Rudd
,
VP, Investor Relations
|
United States | Asset Managers | Scheduled to attend | 0 | Hosting 1x1s | |
Arthur J. Gallagher & Co.
|
AJG |
Ray Iardella
,
VP, Investor Relations
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Associated Banc-Corp
|
ASB |
Philip Flynn
,
CEO
Christopher Del Moral-Niles
,
EVP & CFO
David Stein
,
EVP Head of Consumer & Business Banking & Madison Market President
Brian Mathena
,
Director, Investor Relations
|
United States | Mid-Cap Banks | Scheduled to attend | 0 | Hosting 1x1s | |
Athene Holding Ltd.
|
ATH |
Jim Belardi
,
Chairman & CEO
Grant Kvalheim
,
Executive Vice President
Noah Gunn
,
Head of Investor Relations
Sue Lee
,
Director, Investor Relations
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Baldwin Risk Partners
|
BRP |
Trevor Baldwin
,
CEO
Kris Wiebeck
,
CFO
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Banc of California, Inc.
|
BANC |
Jared Wolff
,
CEO
Lynn Hopkins
,
CFO
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
Bank of America Corporation
|
BAC |
Paul Donofrio
,
CFO
Curt Kendall
,
SVP Investor Relations
Lee McEntire
,
Investor Relations Executive
Catherine Barall
,
VP, Investor Relations
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
Bank of N.T. Butterfield & Son Ltd.
|
NTB |
Michael Collins
,
Chairman & CEO
Michael Schrum
,
CFO
Noah Fields
,
Investor Relations
|
United States | Mid-Cap Banks | Scheduled to attend | 0 | Hosting 1x1s | |
Bank of New York Mellon Corp.
|
BK |
Mike Santomassimo
,
CFO
Scott Freidenrich
,
Group Treasurer
Magda Palczynska
,
Global Head of Investor Relations
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
Bank OZK
|
OZK |
George Gleason
,
Chairman & CEO
Brannon Hamblen
,
President & COO RESG
Tim Hicks
,
Chief Admin. Offier & & Exec. Director, Investor Relations
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
BankUnited, Inc.
|
BKU |
Rajinder Singh
,
CEO
Leslie Lunak
,
CFO
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
Blackstone Group Inc.
|
BX |
Weston Tucker
,
Sr. Managing Director External Relations
Michael Needham
,
SVP, External Relations
|
United States | Asset Managers | Scheduled to attend | Hosting 1x1s | ||
Blackstone Mortgage Trust, Inc.
|
BXMT |
Stephen Plavin
,
CEO
Douglas Armer
,
EVP, Capital Markets & Treasurer
Weston Tucker
,
Sr. Managing Director External Relations
|
United States | Specialty REITs | Scheduled to attend | 0 | Hosting 1x1s | |
BOK Financial Corp.
|
BOKF |
Stacy Kymes
,
EVP, Corporate Banking
Scott Grauer
,
EVP, Wealth Management
Cody Mcalester
,
VP, Investor Relations
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
Brighthouse Financial, Inc.
|
BHF |
Ed Spehar
,
CFO
David Rosenbaum
,
Head of Investor Relations
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
BrightSphere Investment Group Plc
|
BSIG |
Suren Rana
,
CEO
|
United States | Brokers, Asset Managers & Exchanges | Scheduled to attend | Hosting 1x1s | ||
Brown & Brown, Inc.
|
BRO |
R. Andrew Watts
,
EVP & CFO
Steve Gorlick
,
CFO - National Programs
Steve Boyd
,
Senior Vice President
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Capital One Financial Corp.
|
COF |
Jeffrey Norris
,
SVP, Investor Relations
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
Cboe Global Markets, Inc.
|
CBOE |
Brian Schell
,
EVP, CFO & Treasurer
Chris Isaacson
,
EVP & COO
Deborah Koopman
,
VP, Investor Relations
|
United States | Brokers, Asset Managers & Exchanges | Scheduled to attend | Hosting 1x1s | ||
Citigroup Inc.
|
C |
Mark Mason
,
CFO
Flavia Mello
,
CAO
Elizabeth Lynn
,
Head of Investor Relations
Brian Jossey
,
Senior Lead Analyst
Ahmad Sabbagh
,
Finance Analyst
Cassidy Grimsley
,
Finance Analyst
Daniel Jacobson
,
Finance Analyst
Marie Ahsan
,
Vice President
Melissa Levine
,
Director
Thomas Rogers
,
Head of Fixed Income
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
CME Group, Inc.
|
CME |
John Pietrowicz
,
CFO
Jack Tobin
,
Chief Accounting Officer
John Peschier
,
Managing Director, Investor Relations
|
United States | Brokers, Asset Managers & Exchanges | Scheduled to attend | 0 | Hosting 1x1s | |
CNA Financial Corporation
|
CNA | United States | Insurance | No longer attending | 0 | Cancelled | ||
E*TRADE Financial Corp.
|
ETFC | United States | Brokers, Asset Managers & Exchanges | No longer attending | 0 | Cancelled | ||
East West Bancorp, Inc.
|
EWBC |
Irene Oh
,
CFO
Julianna Balicka
,
Director, Strategy & Corporate Development
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
Everest Re Group, Ltd.
|
RE |
Craig Howie
,
CFO
Jon Levenson
,
Head of Investor Relations
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
F.N.B. Corporation
|
United States | Mid-Cap Banks | No longer attending | N/A | Cancelled | |||
Fifth Third Bancorp
|
FITB |
Tayfun Tuzun
,
CFO
Richard Stein
,
Chief Credit Officer
Chris Doll
,
Director, Investor Relations
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
First Hawaiian, Inc.
|
FHB |
Robert Harrison
,
President & CEO
Ravi Mallela
,
CFO
Ralph Mesick
,
Chief Risk Officer
Kevin Haseyama
,
Strategic Planning and Investor Relations Manager
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
First Horizon National Corp.
|
FHN |
William Losch
,
CFO
Brian Mellone
,
Corporate Strategy
Aarti Bowman
,
Investor Relations
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
First Interstate BancSystem, Inc.
|
FIBK |
Kevin Riley
,
President & CEO
Marcy Mutch
,
EVP & CFO
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
Flagstar Bancorp, Inc.
|
FBC |
James Ciroli
,
Chief Financial Officer
Bryan Marx
,
Chief Accounting Officer
Kenneth Schellenberg
,
VP, Investor Relations
|
United States | U.S. Banks | Scheduled to attend | 0 | Hosting 1x1s | |
Goosehead Insurance, Inc.
|
GSHD |
Mark Jones
,
CEO
Mark Colby
,
CFO
Mike Colby
,
Chief Operating Officer
Dan Farrell
,
VP, Capital Markets
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Interactive Brokers Group, Inc.
|
IBKR |
Thomas Peterffy
,
Chairman
Nancy Stuebe
,
Director, Investor Relations
|
United States | Brokers, Asset Managers & Exchanges | Scheduled to attend | 0 | Hosting 1x1s | |
Intercontinental Exchange, Inc.
|
ICE |
Scott Hill
,
CFO
Mary Caroline O'Neal
,
Investor Relations Manager
Warren Gardiner
,
VP, Investor Relations
|
United States | Exchanges | Scheduled to attend | Hosting 1x1s | ||
Investors Bancorp Inc.
|
ISBC |
Kevin Cumings
,
Chairman & CEO
Sean Burke
,
CFO
Domenick Cama
,
President & COO
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
JPMorgan Chase & Co.
|
JPM |
Doug Petno
,
CEO of Commercial Banking
Marcus von Kapff
,
CFO of Commercial Banking
Jason Scott
,
Head of Investor Relations
Marius Merz
,
Investor Relations
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
KKR Real Estate Finance Trust, Inc.
|
KREF |
Matthew Salem
,
Partner
Patrick Mattson
,
Managing Director
Michael Shapiro
,
Director
|
United States | Specialty Finance | Scheduled to attend | 0 | Hosting 1x1s | |
Lincoln National Corporation
|
LNC |
Randal Freitag
,
EVP, CFO and Head of Individual Life
Christopher Giovanni
,
Corporate Treasurer
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
LPL Financial Holdings Inc.
|
LPLA | United States | Asset Managers | No longer attending | Cancelled | |||
M&T Bank Corporation
|
MTB |
Rene Jones
,
Chairman & CEO
Darren King
,
EVP & CFO
Donald MacLeod
,
Head of Investor Relations
Michael Reilly
,
Group VP & Head of Market Relations
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
Marsh & McLennan Companies, Inc.
|
MMC |
Quentin McMillan
,
Sr. Director, Investor Relations
Sarah DeWitt
,
VP, Investor Relations
|
United States | Insurance | Scheduled to attend | 0 | Hosting 1x1s | |
MetLife, Inc.
|
MET |
Alicia Goolcharan
,
Lead Financial Consultant
Amisha Rana
,
Financial Consultant
John Hall
,
Head of Investor Relations
Charles Douglas
,
VP, Investor Relations
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Northern Trust Corporation
|
NTRS |
Mike O'Grady
,
Chairman & CEO
Jason Tyler
,
CFO
Pete Cherecwich
,
President, Corporate & Insitutional Services
Shundrawn Thomas
,
President, Asset Management
Steven Fradkin
,
President, Wealth Management
Mark Bette
,
Investor Relations
Juyeon Ha
,
Investor Relations
|
United States | Asset Management | Scheduled to attend | Hosting 1x1s | ||
PennyMac Financial Services, Inc.
|
PFSI |
David Spector
,
President & CEO
Andrew Chang
,
SMD, CFO
Pamela Marsh
,
SMD, Treasurer
|
United States | Specialty Finance | Scheduled to attend | 0 | Hosting 1x1s | |
PennyMac Mortgage Investment Trust
|
PMT |
David Spector
,
President & CEO
Andrew Chang
,
SMD, CFO
Pamela Marsh
,
SMD, Treasurer
|
United States | Specialty Finance | Scheduled to attend | 0 | Hosting 1x1s | |
People's United Financial, Inc.
|
PBCT | United States | Mid-Cap Banks | No longer attending | Cancelled | |||
Pinnacle Financial Partners, Inc.
|
PNFP |
Harold Carpenter
,
EVP & CFO
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
PNC Financial Services Group, Inc.
|
PNC |
Bill Demchak
,
CEO
Robert Reilly
,
EVP & CFO
Bryan Gill
,
EVP & Director of IR
|
United States | U.S. Banks | Scheduled to attend | 0 | Hosting 1x1s | |
Prudential Financial, Inc.
|
PRU |
Mark Finkelstein
,
CFO of International Businesses
Darin Arita
,
Head of Investor Relations
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Regions Financial Corporation
|
RF |
John Turner
,
President & CEO
David Turner
,
CFO
Barb Godin
,
Chief Credit Officer
Deron Smithy
,
Treasurer
Ronnie Smith
,
Head of Corporate Banking Group
Dana Nolan
,
Head of Investor Relations
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
RenaissanceRe Holdings Ltd.
|
RNR |
Robert Qutub
,
CFO
Keith McCue
,
SVP, Finance and Investor Relations
Hayden Kenny
,
AVP, Investor Relations & Strategic Projects
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Selective Insurance Group, Inc.
|
SIGI |
John Marchioni
,
President & CEO
Mark Wilcox
,
EVP & CFO
Rohan Pai
,
SVP, Treasurer and Investor Relations
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Signature Bank
|
SBNY | United States | U.S. Banks | No longer attending | Cancelled | |||
State Street Corporation
|
STT |
Eric Aboaf
,
CFO
Ilene Fiszel Bieler
,
Global Head of Investor Relations
Chou Diep
,
VP, Investor Relations
|
United States | U.S. Banks | Scheduled to attend | 0 | Hosting 1x1s | |
Synchrony Financial
|
SYF | United States | Consumer Finance | No longer attending | Cancelled | |||
TCF Financial Corporation
|
TCF |
Craig Dahl
,
CEO
Dennis Klaeser
,
CFO
Brian Maass
,
Deputy CFO
Timothy Sedabres
,
Head of Investor Relations & Director of Corporate Strategy
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
The Allstate Corporation
|
ALL |
Mario Rizzo
,
CFO
Mario Imbarrato
,
SVP & CFO, Allstate Investments & Financial Products
Mark Nogal
,
Head of Investor Relations
Brent Vandermause
,
Director, Investor Relations
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
The Goldman Sachs Group, Inc.
|
GS |
Heather Miner
,
Head of Investor Relations
Craig Singer
,
Managing Director
Jehan Ilahi
,
Managing Director
Evelyn Andersen
,
Vice President
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
The Hartford Financial Services Group, Inc.
|
HIG |
Christopher Swift
,
Chairman & CEO
Beth Costello
,
EVP & CFO
Susan Bernstein
,
SVP, Investor Relations
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Tom Richardson, Head of Market Structure & Electronic Trading
|
(INTERNAL), | N/A |
Thomas Richardson
,
MD, Head of Strategic Partnership Investing
,
Wells Fargo Securities, LLC
|
United States | Specialty Finance | Scheduled to attend | N/A | Hosting 1x1s |
Tradeweb Markets Inc.
|
TW |
Robert Warshaw
,
CFO
Ashley Serrao
,
Head of Corp. Development and Investor Relations
Karen Werbel
,
VP, Investor Relations
|
United States | Business Services/Outsourcing | Scheduled to attend | 0 | Hosting 1x1s | |
Travelers Companies, Inc.
|
TRV |
Dan Frey
,
CFO
Abbe Goldstein
,
SVP, Investor Relations
Giovanni Astolfi
,
VP, Investor Relations
|
United States | Insurance | Scheduled to attend | 0 | Hosting 1x1s | |
Trinity Industries, Inc.
|
TRN |
Eric Marchetto
,
CFO
Jessica Greiner
,
VP, Investor Relations & Communications
|
United States | Rail Supply | Scheduled to attend | 0 | Hosting 1x1s | |
Triumph Bancorp, Inc.
|
TBK | United States | Mid-Cap Banks | No longer attending | Cancelled | |||
Truist Financial Corporation
|
TFC |
Daryl Bible
,
CFO
Ryan Richards
,
Director of Investor Relations
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
UMB Financial Corporation
|
UMBF |
Mariner Kemper
,
Chairman & CEO
Ram Shankar
,
EVP & CFO
Kay Gregory
,
VP
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
Umpqua Holdings Corporation
|
UMPQ |
Cort O'Haver
,
CEO
Ron Farnsworth
,
CFO
Frank Namdar
,
EVP, Chief Credit Officer
Drew Anderson
,
Investor Relations Director
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
United Insurance Holdings Corp.
|
UIHC |
Brad Martz
,
CFO
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Voya Financial, Inc.
|
VOYA |
Rod Martin
,
CEO
Rob Grubka
,
Head of Group Benefits
|
United States | Insurance | Scheduled to attend | Hosting 1x1s | ||
Webster Financial Corporation
|
WBS |
Glenn MacInnes
,
EVP & CFO
Terry Mangan
,
SVP, Investor Relations
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
Wells Fargo & Company
|
WFC |
John Shrewsberry
,
Senior EVP & CFO
John Campbell
,
Director, Investor Relations
|
United States | U.S. Banks | Scheduled to attend | Hosting 1x1s | ||
Western Alliance Bancorporation
|
WAL |
Dale Gibbons
,
CFO
Miles Pondelik
,
Investor Relations Manager
Jocelyn Kukulka
,
Investor Relations
|
United States | Mid-Cap Banks | Scheduled to attend | Hosting 1x1s | ||
Willis Towers Watson Plc
|
WLTW |
Claudia Delahoz
,
Director, Finance
Nathan Han
,
Director, FP&A and Investor Relations
Richard Keefe
,
Managing Director, Investor Relations & Financial Planning & Analysis
|
United States | Insurance | Scheduled to attend | Hosting 1x1s |