Financial Services Review

Using Process Automation to Transform Investment Portfolio Compliance

Using Process Automation to Transform Investment Portfolio Compliance

Andreas Uremovic

Global Head of Investment Portfolio Compliance

Allianz Global Investors

Forward-Looking Risk Management to Enable Fast Growth

Ted Delgado

Director

Financial Planning & Analysis Amplify Snack Brands

What Exactly is Non-Financial Risk?

What Exactly is Non-Financial Risk?

Gus Ortega, Head of Operational Risk Management, Voya Financial

In Your Opinion, How has the Financial Risk Management Landscape Evolved Over the Years?

In Your Opinion, How has the Financial Risk Management Landscape Evolved Over the Years?

Fran Orr, AVP/Deputy Chief Risk Officer

Premier Bank

McCormack Financial Planning: An All-Round Financial Planning Expert

An All-Round Financial Planning Expert

Barbara McCormack, CFP®, Principal

HMC Partners: Securing Financial Future, One Client at a Time

Securing Financial Future, One Client at a Time

Gib McEachran, Partner, John W. Hardy, Jr., Partner

HMC Partners

All Season Financial Advisors: A Holistic Approach to Financial Risk Management

A Holistic Approach to Financial Risk Management

Sam Jones, President

Retire Wise: Empowering Futures, Securing Retirement

Empowering Futures, Securing Retirement

Shawn Maloney, President and Owner

Recent challenges in the industry and how Internal Audit can help

Recent challenges in the industry and how Internal Audit can help

Jacqueline Breslauer, Executive Vice President - Chief Audit Executive

Valley Bank

Utilization of Python in the Process of Creating Optimal Portfolios: Monte Carlo Simulation Technique

Utilization of Python in the Process of Creating Optimal Portfolios: Monte Carlo Simulation Technique

Nikolay Stoichkov, Head of Strategic risk management

First Investment Bank

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