Risk Live Roadshow Boston

Returning to Boston, the Risk Live Roadshow North America edition unites senior risk management and risk transfer professionals providing a convenient platform for the exchange of ideas, access to cutting-edge insights, benchmarking, and relationship building.

About the festival
  • Returning to Boston, Risk Live Roadshow Boston unites senior risk management professionals providing a convenient platform for the exchange of ideas, access to cutting-edge insights, benchmarking, and relationship building
  • Whether you are interested in ALM, credit, enterprise, or op risk, join us to future-proof your business
Why attend?
  • Connect with your peers and create meaningful business relationships
  • Gain insights from industry leading speakers on the latest developments in the industry
  • Get exclusive access to cutting-edge discussions that will keep you ahead of the curve
  • Discover the array of innovative solutions available to address current market issues
Why sponsor?
  • Meet and connect with senior decision makers
  • Position your subject matter expert as a speaker
  • Elevate brand awareness showcasing your organisation's latest innovations and services
  • Schedule 1-2-1 meetings with attendees and speakers

250

delegates

50

speakers

30

sessions

3

stages

Lisa A. White

Executive vice president, supervision, regulation and credit

Richmond Federal Reserve Bank

Lisa White was appointed executive vice president for Supervision, Regulation and Credit in 2017 with responsibility for managing supervisory risk and responding to regulatory and compliance issues for both the Fifth District and the Federal Reserve System.

White provides strategic leadership and direction for the Richmond Fed’s supervision of community, regional and large banks for the collection and validation of financial and structural data from firms, and for the provision of discount window services to depository institutions within the Fifth District.

White joined the Richmond Fed in 1995 and has served in several roles, including conducting community bank examinations, managing credit and market risk specialist teams and leading the examination team dedicated to Bank of America. She has also led the Richmond Fed’s supervisory program for large financial institutions, including Capital One, BB&T and E*TRADE.

She received her bachelor’s degree in economics and political science from Albion College and her master’s in business administration from Wake Forest University.

Eban Scanlan

Managing director - CIO risk

Deutsche Bank - Americas

Jason Schugel

Chief risk officer

Ally Financial

Jason Schugel was named chief risk officer for Ally Financial in the spring of 2018. He has overall responsibility for execution of Ally’s Independent risk management. He has responsibility for the enterprise risk management framework, establishment of risk management processes, an ensuring that Ally targets an appropriate balance between risk and return, mitigating unnecessary risk and protecting the company’s financial returns.

Schugel was previously deputy chief risk officer for the company since 2017, leading various risk-management activities. Prior to that role, he was general auditor for Ally, responsible for the company's internal audit function as well as administrative oversight for Ally's loan review function.

Schugel joined Ally in 2009, overseeing the company’s financial planning and analysis team, which is responsible for Ally’s financial performance reporting, enterprise-wide forecasting and planning. He also served as lead finance executive for Ally's global functions. Before joining Ally, he was vice president of financial planning and analysis, and investor relations at LendingTree, LLC. Prior to that, he worked in investment banking for Wachovia and began his career at First Plus Financial, specializing in mergers and acquisitions.

He earned a bachelor’s degree in business administration from Southern Methodist University in Dallas and a master’s degree in business administration from the Babcock Graduate School of Management at Wake Forest University.  Schugel is the Chairman of the board of the Allegro Foundation, an organization that is a champion for children with disabilities. He also volunteers regularly with Charlotte Rescue Mission organization, which helps people struggling with the disease of addiction achieve long-term sobriety, find employment and stable housing.

Tripp Rex

Senior vice president, director of operational risk frameworks

U.S Bank

Tripp Rex is the operational risk framework executive at U.S. Bank, which encompasses the RCSA, internal control and control testing, product delivery risk, operational loss, scenario analysis and issue management.  Since joining U.S. Bank in 2014, Tripp has led functions within technology risk, control testing, and technology strategy for risk management. Prior to U.S. Bank, he held prior roles in risk and programne management at Bank of America. Prior to that, Tripp worked at Accenture in management consulting supporting various financial institutions. Tripp is an alumni of Clemson University and received his MBA from the University of South Carolina.

Sathish Muthukrishnan

Chief information officer

Ally Financial

Sathish Muthukrishnan is chief information officer. He was named chief information, data and digital officer for Ally Financial Inc. in December 2019. In this role, Muthukrishnan is responsible for advancing Ally’s technical and digital capabilities, including cyber security and infrastructure, and accelerating the company’s growth and evolution as a leader in the digital financial services sector. He is based in Ally’s Charlotte corporate center and reports to Ally CEO Jeffrey J. Brown.

Muthukrishnan has held a number of senior technology leadership roles with substantial scale and global reach, and previously served as the chief digital and information officer for Honeywell Aerospace, a nearly $14 billion revenue business within Honeywell International. He brings to Ally more than 20 years of technology leadership experience in complex businesses with high availability and reliability requirements on their technology, ten of which were spent in financial services with American Express prior to joining Honeywell.

Muthukrishnan graduated from University of Madras with a degree in engineering specializing in computer science. He is a member of the Advisory Board of WIT International and was recipient of the Chairman’s Award for Innovation for several years at American Express. Muthukrishnan has over 25 filed patents in the manufacturing, payments and the digital technology space.

Ramona Anderson

Chief risk officer

Horizon Bank

Tanmoy Mukherjee

Managing director and chief risk officer

Waterfall Asset Management

Tanmoy is the Chief Risk Officer for Waterfall Asset Management a $12BN Hedge Fund specializing in Structured Credit in both Public and Private Markets. Prior to joining Waterfall, Tanmoy was the Head of Risk, North America and Senior Data Scientist at CQS, a $20BN Multi Strategy Credit Hedge Fund based out of US and Europe, where he managed Risk for the Credit Businesses and led Data Science projects for the Investment and Marketing Teams. Before CQS, Tanmoy worked at Axonic Capital, a $5BN Credit Hedge Fund where he was the Chief Risk Officer and the Head of Quantitative Research. Tanmoy has prior work experience at Sorin Capital and at Capital One. Tanmoy received a Master’s in Financial Engineering from Cornell University, an MBA from University of Delhi and a Bachelors in Chemical Engineering from Indian Institute of Technology.

Sajjad Rashid

Head of enterprise data risk management

Bank of America

Risk management

The meeting place for chief risk officers and senior risk managers from leading financial institutions.

Discuss the most pressing issues facing the industry and gain the practical insights required to thrive in the new era of risk management.​

Key themes

  • Shifts in bank regulation and supervision 
  • Restoring trust in the American banking system
  • AI's role in banking and how to develop controls and safeguards
  • Trading risk and the return to volatility
  • Enhancing risk management through tech innovation
  • Are there warning signs for credit risk?
  • Keeping pace with changes in model risk management
  • Bracing for uncertainty: FRTB
Op risk

Dedicated to non-financial risk and celebrating industry excellence.

Hear about the solutions to the pressing challenges keeping operational risk professionals and chief risk offers awake at night.

 

Key themes

  •     The age of compliance angst
  •     Operational resilience: integrating best practice
  •     Third-party to fourth-party risk
  •     Fraud: battling increasing sophistication
  •     Navigating the cybersecurity landscape
  •     SOFR and the US post-Libor: conduct risk
  •     Basel III and the impact on OpRisk
  •     Modelling for unanticipated risks
AI

The authoritative overview of how AI can help your business, whilst ensuring controls are in place to meet with compliance requirements. The AI stage will consolidate the perspectives of industry professionals leading the way in seizing the opportunities around AI for risk managers.​

Key themes

  • Banking and AI in 2024: How are banks currently utilising artificial intelligence and what are the cutting-edge opportunities? ​

  • Safeguarding control over Artificial Intelligence: How to manage AI and its potential risks ​

  • Can banks become AI-First?