The FENG Banking S.I.G.

Next Meeting

When:

02/11/2020 – 4:30 PM to 6:30 PM (Reserve a spot at this event)

Where:

Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
FENG will meet on the 3rd floor café
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:

Joel Salomon and Sean Ryan from FactSet Research Systems, Inc.

Joel and Sean will give an overview of FactSet.

Sean will speak about the new banking data that has been integrated into the workstation along with some of the projects he is currently working on to make the user experience easier
Joel will speak about the new statutory data integrated into the workstation along with some of the projects he is working on for integrating global and Solvency II data as well. These projects will allow insurance analyst, portfolio managers, and insurance investment bankers to use FactSet to analyze investments, reserves and profitability by line of business.

Joel Salomon is the Principal Content Manager for Insurance at FactSet. In this role, he is responsible for integrating U.S. statutory and international regulatory data into the system. He joined FactSet in 2019 and prior to that, he worked as an actuary at New York Life Insurance Company, a credit analyst at Moody’s Investors Service, a credit risk manager at Swiss Re, managed a long/short equity and credit portfolio for Citi, and was a prosperity coach. In 2012, Mr. Salomon launched his hedge fund, SaLaurMor, and in 2019, published The 9 Money Rules Millionaires Use: Only The Unconventional Ones, which was a bestseller in both self-help and personal finance. Mr. Salomon is a CFA charterholder since 1995, a Fellow of the Society of Actuaries, and earned a Bachelor of Arts in Mathematics and Statistics, graduating magna cum laude from the University of Rochester.


Sean Ryan is a Content Manager at FactSet Research Systems. He previously spent two decades as an equity analyst covering the financial sector on both the sell side and buy side. Sean graduated from Cornell University and is a CFA charterholder.









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 fl
New York, NY 10017

FENG will meet on the 3rd floor café on 11/12, 12/10 and 1/14

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:
United States Toll (605) 313-6317
Access code: 396320
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

03/10/2020
04:30 PM to 06:30 PM
Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
FENG will meet on the 3rd floor café
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#

04/14/2020
04:30 PM to 06:30 PM
Grant Thornton
757 Third Avenue (between 47th and 48th Streets)
FENG will meet on the 3rd floor café
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:

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