The FENG Banking S.I.G.

Next Meeting

When:

06/26/2019 – 4:30 PM to 6:30 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:

Shaun Gagnon, CLTC is a partner at Cambridge Insurance Advisors focusing on employee benefits, executive benefits, high net worth planning and Due Diligence for Mergers and Acquisitions.
Prior to joining Cambridge, Shaun ran an early stage venture fund for his family focusing on investments in technology and consumer nutrition companies. He also had a distinguished career in both retail insurance consulting and wholesale consulting for The Standard.
Shaun entered financial services in 2005 after completing his undergraduate degree from Bowdoin College, where he played both varsity hockey and football and was chosen as captain of the football team his senior year.
Shaun is a member of the Association for Corporate Growth, Connecticut Venture Group, Society of Human Resources Management, Connecticut Business and Industry Associations Small Business Advisory board, and is a partner with Social Venture Partners.
Chris Avery is a healthcare strategist at Cambridge focusing on employee benefits, PE/VC Due Diligence and alternative funded plans.
Prior to joining Cambridge, Chris spent over 10 years working with Institutional Investors and HNW Families to manage their wealth and investment needs. Most recently with Citizens Private Bank, Chris built and managed a new territory as the bank expanded wealth operations into the tri-state area. Chris was a Chairman's Club recipient (Top 1%) in 2016/17.
Chris graduated from the University of Connecticut in 2007 with a BA in Political Science and Economics. Chris is a Certified Wealth Strategist and holds his FINRA 7, 63, 65 and Life and Health licenses.





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
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: 4:50 pm EST
Dial In number: 605.313.5538
Access Code 615 921
Please mute your phones *6.


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

Doug Zucker
dougzucker@aol.com
(914) 319-0295

Future Meetings

07/09/2019
04:30 PM to 06:30 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#

08/13/2019
04:30 PM to 06:30 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#

09/10/2019
04:30 PM to 06:30 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#

10/15/2019
04:30 PM to 06:30 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#

11/12/2019
04:30 PM to 06:30 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#

12/10/2019
04:30 PM to 06:30 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:
Doug Zucker
dougzucker@aol.com
(914) 319-0295

OUR SPONSORS:

cfo