Join us for Credit Benchmark's in-person Fall Symposium, taking place in New York on October 10, 2024.
Registration is now open
This event has complimentary registration but spaces are limited. Submit your registration request below:
Please contact [email protected] if you have any questions about the Fall Symposium or need help registering.
Date and Time
Thursday October 10
2:00PM – 6:30PM ET (Eastern Time – New York)
Location
Industrious
Lever House
390 Park Avenue, New York 10022
Agenda
2:00PM – 2:30PM
Arrival and networking coffee
2:30PM – 2:45PM
Welcome and opening remarks
2:45PM – 3:45PM
Significant Risk Transfer (SRT) panel
Panel includes:
- Chris Moses, Senior Vice President, Guy Carpenter
- Molly Whitehouse, Managing Director, Newmarket Capital
- Tony Bakshi, Structured Credit Principal, Sixth Street
- William Im, Director, Global Credit Opportunities, BlackRock
Moderated by Simon Boughey, US Editor, Structured Credit Investor
3:45PM – 4:00PM
Break and refreshments
4:00PM – 5:00PM
Credit risk executive panel
Panel includes:
- Greg Frenzel, Former Chief Credit Officer, Credit Suisse & Citi
- Larry Bressler, Chief Credit Officer, Wholesale Banking, MUFG Americas
- Eric Lindberg, SVP, Head of Credit, Institutional Client Group, U.S. Bank
- Ryan Atkinson, Chief Credit Officer, Mizuho Americas
Moderated by Mark Faulkner, Co-Founder, Credit Benchmark
5:00PM – 6:30PM
Cocktail reception
Speakers
Chris Moses
Senior Vice President, Guy Carpenter
Chris is a broker on Guy Carpenter’s mortgage & structured credit team, with a focus on portfolio risk transfer trades including bank Significant Risk Transfer (SRT), Non-Payment Insurance (NPI), various fund finance facilities, and mortgage Credit Risk Transfer (CRT). He is an Account Executive for structured credit and mortgage insurance clients, and plays a key role with Guy Carpenter’s Government Sponsored Enterprise (GSE) clients.
Prior to joining Guy Carpenter, Chris was a director in institutional structured credit trading at Janney Montgomery Scott, LLC where he traded agency and non-agency Residential Mortgage Backed Securities (RMBS), Commercial Mortgage Backed Securities (CMBS), and bespoke Asset Backed Securities (ABS). In addition, he has held roles in trading, structuring, and asset valuation at Bank of America Merrill Lynch, Washington Mutual Capital Corporation, and The Winter Group, a hedge fund in New York City.
Chris earned a Master of Business Administration from The Wharton School at The University of Pennsylvania, a Bachelor in Business Administration from Saint Bonaventure University, and is an active CFA Charterholder.
Molly Whitehouse
Managing Director, Newmarket
Ms. Whitehouse is a Managing Director and founding member of Newmarket. She is also the Lead Portfolio Manager for IIFC IV, having served in the same capacity for IIFC III. Her primary responsibilities are the origination, structuring, and management of investments. Prior to founding Newmarket, Ms. Whitehouse served as a Director at Mariner Investment Group, where she also led the origination and structuring for multiple credit risk sharing investments. Ms. Whitehouse is a frequent speaker at various industry conferences. Prior to joining Mariner, Ms. Whitehouse served as an Analyst at Cohen & Company and completed the White House Internship Program. In 2019, Private Debt Investor named Ms. Whitehouse one of its “Rising Stars.” Ms. Whitehouse earned her BA in Political Science with Honors from Yale University and her Masters of Liberal Arts with a focus in Sustainable Development from the University of Pennsylvania. Building on her professional experience, her master’s thesis explored capital management practices at multilateral development banks.
Tony Bakshi
Structured Credit Principal, Sixth Street
Anthony Bakshi is a Principal on the Sixth Street team focused on managing structured credit investments (AUM ~$7.1bn as of 3/31/2024). Prior to joining Sixth Street, Mr. Bakshi worked on the investment team at King Street Capital Management as a structured credit and loans trader and data scientist. He began his career at Barclays in the credit strategy group. Mr. Bakshi received a BA in Mathematical Economics from Brown University and an MS in Analytics from the Georgia Institute of Technology.
William Im
Director, Global Credit Opportunities, Blackrock
William Im is a senior investment professional on the Opportunistic Credit team at BlackRock in its Global Private Debt business, and a portfolio manager for its Synthetic Risk Transfer (SRT) sub-strategy. Prior to joining BlackRock, Will was a distressed credit & special situations investor at SVPGlobal, where he focused on the infrastructure, media, and retail sectors. Mr. Im previously worked at Apax Partners, where he evaluated private equity investments in the retail & consumer space, and at Bank of America Merrill Lynch in the Financial Sponsors Group.
Simon Boughey
US Editor, Structured Credit Investor (SCI)
Simon Boughey has written about capital markets and derivatives for a variety of print media for thirty years, based both in the UK and the US. He has been US editor of Structured Credit Investor for the last four years, and though he writes about structured finance in general, the SRT market is the principal focus. Previously, he had editorial roles with International Financing Review, now part of Thomson Reuters, Global Capital and Financial News. He grew up in Staffordshire, England, and has history degrees from Cambridge University and King’s College, London.
Larry Bressler
Chief Credit Officer, Wholesale Banking, MUFG Americas
Laurance (Larry) Bressler serves as Chief Risk Officer (CRO) for MUBK U.S. as well as Executive Credit Officer and is the Chief Credit Officer (CCO) of Wholesale Banking for MUFG Bank in the Americas, reports directly to the Americas Chief Risk Officer for MUFG Bank in the Americas and the Executive in Charge of Credit in Tokyo. Larry is responsible for the oversight of a $250+
billion credit portfolio and a team of 100 credit professionals and administrators covering Wholesale, Commercial, FIG, Structured Finance, Real Estate and Workout clients headquartered in Canada, the U.S. and Latin America. Larry oversees and maintains responsibility for the review, approval and ongoing monitoring of wholesale credit risk and the assignment of borrower risk ratings. Larry serves on several internal governance committees including Risk, Credit, Allowance, Policy, Reputation and Benefits.
During his 35 years in banking, Larry has held a variety of positions of increasing responsibility in business development and risk management at MUFG and its predecessor banks including Co-Head of Project Finance at the former Sanwa Bank, Chief Credit Officer in the Americas at the former UFJ Bank, Deputy General Manager of the Credit Examination Office of the Americas and Head of Portfolio Management for U.S. Corporate Banking at BTMU.
Larry holds a BS degree in Management from Binghamton University, and an MBA in International Business and Finance from the Stern School of Business at New York University. Larry is FINRA Series 79 and Series 24 licensed and is a member of the Risk Management Association (RMA) Credit Risk Council. Larry lives in NYC with his wife and daughter and enjoys playing competitive basketball.
Ryan Atkinson
Chief Credit Officer, Mizuho Americas
Ryan Atkinson is the Chief Credit Officer of Mizuho Americas. He is a Managing Director based in New York.
Prior to joining Mizuho in January 2022, Ryan was at Credit Suisse, most recently as the Chief Credit Officer of the Global Investment Bank and previous to that, as the Global Head of the Enterprise Valuation Group.
He first joined Credit Suisse First Boston in 1999 as a member of the Investment Grade Bond Trading desk. In 2003, Ryan moved to Asset Management where he was the Head of Research for a multi-strategy credit hedge fund that was spun out in 2005. In 2008, he returned to Credit Suisse as a member of the Distressed Debt Trading business. Between 2012 and 2015, Ryan worked for RBC Capital Markets as Co-Head of High Yield, Loan and CLO Trading. Ryan started his professional career in Mergers and Acquisitions at BT Wolfensohn.
Ryan holds an MBA in Finance from the University of Chicago Booth School of Business and graduated Summa Cum Laude from Virginia Tech with a BS in Accounting.
Eric Lindberg
SVP, Head of Credit, Institutional Client Group, U.S. Bank
Eric Lindberg is Head of Credit for the Institutional Client Group, encompassing all underwriting and portfolio management activities for wholesale clients spanning middle market to large corporate. His team includes approximately 500 portfolio managers and enabling functions covering a broad array of sectors. Eric is a member the Business Resource Group (BRG) Advisory Board and management advisor to the Disability Business Resource Group. He joined US Bank in 2019 and is based in New York.
Prior to joining U.S. Bank, Eric was Deputy Chief Credit Officer for Goldman Sachs Bank USA. He and his team were responsible for risk management of the majority of corporate lending and derivatives business for Goldman Sachs and contributors to the development of related businesses including transaction banking. He worked in New York and London UK in risk, and in Dubai UAE, where he was middle east regional Chief Operating Officer.
Eric is active with Scouting, serving both as prior President and current board member of Greenwich Council, Scouting America and as Troop Committee Chair for a Greenwich Connecticut-based Troop, and as a volunteer for the Greenwich United Way Community Investment Committee. He earned an MBA from New York University Leonard N. Stern School of Business and graduated from the US Air Force Academy with a BS in Computer Science. Eric lives in Greenwich, Connecticut with his wife and three children.
Greg Frenzel
Former Chief Credit Officer, Credit Suisse & Citi
Greg has close to three decades of experience in financial institutions, with a deep background in credit, structured products, leveraged finance, and distressed debt. He was the Group Chief Credit Officer for Credit Suisse prior to its acquisition by UBS. Prior to that he held a variety of roles at Citigroup, including Chief Credit Officer, Chief Risk Officer for the Investment and Corporate Bank, and Chief Risk Officer for Citibank, N.A. He started his career as a coverage officer with Citigroup in Lima, Peru. Before joining Citi, Greg was a Foreign Service Officer serving in Uruguay and Mexico. He holds a BA in Economics from Georgetown University and an MS in Economics from the University of Wisconsin-Madison. He is a CFA charterholder.
Mark Faulkner
Co-Founder, Credit Benchmark
Mark has an established track record in bringing transparency to rapidly-developing areas of financial services. In 1994, he spotted an opportunity to provide customers in the securities financing industry with independent specialist advice and services. The company he founded, Data Explorers, is now the leading provider of securities lending data across all global market sectors, and was acquired by IHS Markit in 2012. Mark graduated from the London School of Economics and held management roles at LM Moneybrokers, Goldman Sachs and Lehman Brothers.
