CeFPro Connect

Webinar
Mastering Rate Volatility: Expert Strategies for Financial Resilience
Pooya Farahvash
Pooya Farahvash, Vice President, Head of ALM and Treasury Modeling, American Express
Saad Khan
Saad Khan, Managing Director, Head of Asset Liability Management, Morgan Stanley
Charles Richard
Charles Richard, VP Marketing, Co-founder, QRM
Jie Hua
Jie Hua, MD & GM; Head of Corporate Treasury Department, Americas Division & CUSO Treasurer/Co-Treasurer, SMBC
Mastering Rate Volatility: Expert Strategies for Financial Resilience

In this engaging panel discussion from CeFPro’s flagship Risk Americas 2024 Convention, 4 industry leaders delve into the challenges and strategies of managing rate volatility over the past year and a half. 


With a focus on risk management practices, the panelists from diverse financial institutions share their experiences and insights on handling interest rate impacts, asset-liability management, and maintaining organizational resilience. The conversation underscores the importance of going back to basics and leveraging holistic data models to manage risks effectively.

Webinar agenda

  • Impact on operations across financial institutions

  • Diverse groups of banks with different business models and size 

  • Response and best practices to mitigating potential risks occurring in the future

  • Balance sheet management and ALM lessons learned since SVB

  • The role of community and regional banks