Events archive

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The Summit for Asset Management (TSAM)

June 21, 2017 | New York

Moody’s Analytics Knowledge Services exhibited at The Summit for Asset Management (TSAM), held in New York on 21 June.


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Emerging Trends in Model Risk Management

June 8, 2017 | The Westin St. Francis, San Francisco

Moody’s Analytics Knowledge Services, hosted an exclusive breakfast event in San Francisco on “Emerging Trends in Model Risk Management.”


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6th Annual – Risk Americas Convention

23 – 24 May 2017 | New York City

Moody’s Analytics Knowledge Services Participated in 6th Annual – Risk Americas Convention.


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6th Annual – Banking Risk and Regulation SummitRisk EMEA 2017

9 – 10 MaY 2017 | London

Moody’s Analytics Knowledge Services participated in 6th Annual – Banking Risk and Regulation Summit Risk EMEA 2017


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eyeforpharma Barcelona 2017

14 – 16 March 2017 | Barcelona

eyeforpharma Barcelona 2017 was one of Europe’s largest commercial pharma meeting of 1000+ industry leaders focused on commercial innovation, customer centricity and patient engagement.


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Quality of Earnings Review – Identifying the Fat Tail

15 March 2017

Learn why quality of earnings reviews is important in the investment due diligence process and identify common tricks used by some executives to distort earnings.


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Stay Agile in Dynamic Markets

1 March 2017 | New York

Moody’s Analytics Knowledge Services hosted its first breakfast event of 2017 on how to “Stay Agile in Dynamic Markets” at the Hilton Midtown in New York. The event was attended by senior executives from across the asset management industry.

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The Future of Asset Management Europe

1 November 2016 | Frankfurt
2 November 2016 | Amsterdam
3 November 2016 | London
4 November 2016 | Paris

The Future of Asset Management Europe revolved around discussions on Brexit, nationalism, demographics and how senior investment-management professionals can navigate the cost of rising walls in the asset management industry. The breakfast event was held in Frankfurt, Amsterdam, London and Paris in the first week of November.


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The Future of Asset Management Americas

25 October 2016 | Chicago
26 October 2016 | Boston
27 October 2016 | New York

The Future of Asset Management Americas revolved around discussions on Brexit, nationalism, demographics and how senior investment-management professionals can navigate the cost of rising walls in the asset management industry. The breakfast event was held in Chicago, Boston and New York City in the last week of October.


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Stress Testing Europe

5-6 October 2016 | London

Stress Testing Europe revolved around reviewing evolving stress testing processes and requirements and moving towards the next phase
of development.


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Model Risk Management: Outlook

June 16 2016 | Grand Hyatt New York

New perspectives on “model risk management” from an industry veteran in model use and development.


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Leveraging Offshoring to Improve the RFP Process

April 6 2016 | Hilton Boston Downtown/Faneuil Hall

As asset managers strive to capture and retain institutional and retail assets, their ability to master the request for proposal (RFP) process has never been more important. RFPs have become a core channel for securing AuM growth in today’s challenging business environment. Therefore, it is critical for firms to deliver cutting-edge pitches with clear reasons as to why they deserve to win against credible competitors.


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Leveraging Offshoring to Improve the RFP Process

March 2 2016 | Crowne Plaza London – The City

As asset managers strive to capture and retain institutional and retail assets, their ability to master the request for proposal (RFP) process has never been more important. RFPs have become a core channel for securing AuM growth in today’s challenging business environment. Therefore, it is critical for firms to deliver cutting-edge pitches with clear reasons as to why they deserve to win against credible competitors.


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Smart Beta Investing: A Fad or a Trend?

February 4 2016 | Grand Hyatt New York

Smart beta is fast becoming a hot topic for investment managers and everyone. Even Investopedia reported it as the most searched for term in 2015.

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The impact of MiFID II on the buy-side research process

November 20 2015 | South Place Hotel London

The ESMA, through its MiFID II regulations, proposes to regulate the use of dealing commissions by investment managers to pay for research. According to these regulations, investment managers would be expected to either use a ring-fenced research budget or absorb the cost of research on their own P&Ls. Under the new regime, investment managers will need to prioritize and optimize their external research spending to focus on areas that truly add value to their investment research process.


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Creating a Pro-Compliance culture across your organization

November 4 2015 | Crowne Plaza London – The City

'Culture' is often identified as the key to an organization’s ability to ensure compliance and fair customer outcomes. Regulators do talk about this, but even within organizations, there is a growing realization that the success of a compliance function depends on a variety of cultural elements, such as ‘tone from the top’, communication, and availability of information.


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Run your compliance program like a business

October 21 2015 | Hilton Midtown New York

The compliance function is expected to implement stringent controls to mitigate reputational and regulatory risks without impeding the growth of the business. Chief compliance officers now need to strike the perfect balance between being a business enabler and the protector-in-chief.


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How to attract and retain talent in an increasingly challenging environment

6 February 2015 | South Place Hotel London

Financial services is no longer the default first choice destination for top graduates, and only 28% of juniors remain in the industry two years after joining (Source: Vetter survey of 1400 bankers, Dec 2014).