The FENG Banking S.I.G.

Next Meeting

When:

10/24/2017 – 5:30 PM to 7:30 PM (Reserve a spot at this event)

Where:

Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
9th Floor
New York, NY 10017

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:50 pm EST
Phone number: 712.432.0360 Access code: 588787#

Agenda:

Presentation by Joel S. Salomon on his Upcoming Book: Mindful Money Management: Memoirs of a Hedge Fund Manager.

Joel will give a sneak preview of his upcoming book, Mindful Money Management.

A testimonial from an insurance company CEO gives an insightful description: “Joel followed a path less travelled to pursue a dream that many in the financial community share. While he was successful in achieving his ‘dream job’ of running a hedge fund, the experiences that followed led to a personal transformation and enlightenment that may surprise many readers. Joel provides a candid account of his journey, including successes, failures and a number of interesting direction changes along the way. His story shares a behind the scenes view of the realities involved in starting and running a hedge fund along with uniquely personal observations coupled with a great fabric of philosophical insights from other experts that Joel admires. This book will be instructional to those interested in professional investing as well as anyone interested in learning to truly follow their dreams.”

JOEL SALOMON BIO
In 2016, Joel shifted his focus to assisting individuals as a Prosperity Coach where he works closely with his clients to help identify and overcome the roadblocks standing in their way of personal financial freedom.
In 2012, Joel launched his own hedge fund, SaLaurMor Capital (named after his daughters, Lauren and Morgan). This was a dream that Joel had had from the early 1990s. Since inception he outperformed the hedge fund index and in many significant down months, he was able to consistently generate positive returns for his investors. Prior to SaLaurMor, Joel was a portfolio manager at Citi where he managed a long/short equity and credit portfolio focused on insurers, asset managers, and specialty finance companies. Joel successfully grew that portfolio from under $100 Million in 2008 to $700 Million in 2011. In each full year as portfolio manager, he generated positive returns, including in 2008 when the market collapsed 40%. Joel has spent over 20 years analyzing, rating, and reporting on global insurers. He has over a decade of experience investing in financial stocks, and working at insurance and reinsurance companies. Joel was designated a Fellow of the Society of Actuaries in 1992 and has been a Chartered Financial Analyst since 1995. Joel holds a bachelor’s degree from the University of Rochester where he graduated Magna Cum Laude with a double major in Mathematics and Statistics.
Joel Salomon is committed to helping people become financially free. He can be reached at joel@salaurmor.com.


The meeting schedule is:
5:30 – 5:45 PM Networking
5:45 – 5:50 PM Introductions and Housekeeping
5:50 – 7:00 PM Speaker, Joel Salomon
7:00 – 7:30 PM Networking







Please register by 2:30 PM on Monday before meeting or you may be wait-listed. Building security requires we provide a list of attendees before the meeting.

If you cannot make the meeting, please use the web site to un-register.

ALUMNI VERY WELCOMED AND ENCOURAGED TO ATTEND.





Directions

757 Third Avenue is between 47th and 48th Streets, near Grand Central Terminal


About the Banking S.I.G.

The Banking SIG is comprised of Senior Banking, Broker Dealer, and other Financial services professionals.

Grant Thornton
THEY HAVE MOVED TO
757 Third Avenue (between 47th and 48th Streets) - 9th Floor
New York, NY 10017

Teleconferencing instructions:
Meetings start at: 5:30 pm EST / teleconference bridge open at 5:55 pm
Phone number: (712) 432-0360 (new number)
Access code: 588787#

ALWAYS check the particular meeting details to ensure that teleconferencing will be offered. Some meetings due to their format or location may not support teleconferencing.

We endeavor to have monthly networking meetings with guest speakers in NYC. The meetings cover themes of interest impacting banks, Thrifts, Hedge Funds, Assset and Alternative Funds Management firms, broker dealer, Investment banks,and other financial services organizations. Themes cover the role of:

- Audit and risk management
- Compliance & corporate governance
- Treasury/asset-liability management pre and post financial crisis
- Managing relations with regulators(central banks) and auditors
- Managing pension plans/investment management process
- Role of credit risk monitoring including real estate and commercial loans
- Importance of conservative lending and good underwriting standards
- Role of boards in properly overseeing Banks and Financial Institution counterparties
- Quantify/measure and properly assess trading risk
- New trends/issues impacting banks/financial institutions.

Typically meetings in New York City are held the 3rd Tuesday of the month based on venue and speaker availability. The purpose is to inform, engage audience, create a meaningful Q&A and good interaction between speakers and audience with a pre-post card exchange/greeting with speakers and members of audience thus increasing interaction and networking for all involved. We encourage FENG members to get involved and contribute with ideas, speakers, venue selection or other suggestions as needed. The speakers are "experts" in their respective areas of interest and we try to attract an audience with knowledge, expertise and strong interest in theme discussed but meetings are open to all FENG members on a first come, first serve basis.

In addition, the Banking SIG may have a business card/meet and greet event on a sporadic basis thus allowing FENG members to meet each other, network and exchange views with other banking/FI professionals in an unstructured, relaxed setting. In addition to helping FENG members network with each other and guest speakers of interest, we aim to educate and inform all banking SIG members on new trends that shape financial services industry on a day to day basis.

S.I.G. Leadership

Tom Wilson
thwilson23@gmail.com
(914) 589-9616
Loretta Stack
lorettastack@aol.com
(914) 202-8799

Future Meetings

11/14/2017
05:30 PM to 07:30 PM
Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
9th Floor
New York, NY 10017

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:50 pm EST
Phone number: 712.432.0360 Access code: 588787#

12/12/2017
05:30 PM to 07:30 PM
Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
9th Floor
New York, NY 10017

Teleconferencing instructions - for those unable to attend, but would like to listen to the speaker
Teleconference starts at: 5:50 pm EST
Phone number: 712.432.0360 Access code: 588787#


For Meeting Information, Please Contact:
Tom Wilson
thwilson23@gmail.com
(914) 589-9616

OUR SPONSORS: