Banking

Next Meeting
RESERVE A SPOT
Date:
Tuesday March 16, 2021 4:30 PM - 6:00 PM
Location:
Zoom US EST
Agenda:

Topic: TBA Speaker: Kevin Kelly Founder, CEO & Managing Partner Benchmark Investments As the Founder, CEO and Managing Partner of Benchmark Investing, Kevin Kelly’s responsibilities include the development and implementation of real estate, equity, and option investment strategies establishing firm investment policy. He is also responsible for the integration of both global macro and ma...

Topic: TBA

Speaker: Kevin Kelly
Founder, CEO & Managing Partner Benchmark Investments

As the Founder, CEO and Managing Partner of Benchmark Investing, Kevin Kelly’s responsibilities include the development and implementation of real estate, equity, and option investment strategies establishing firm investment policy. He is also responsible for the integration of both global macro and market valuation into a well-defined investment view, rationale, and strategy for portfolio construction. Kevin Kelly serves as the index portfolio manager for all the Benchmark Real Estate SCTRs. Mr. Kelly’s thought leadership on markets, eCommerce, 5G & Cloud Technologies, and retail can be found throughout media outlets weekly.
In September of 2014, Nasdaq named Kevin Kelly an ‘ETF Insider’ and he is frequently featured at industry events.
Previously, Kevin Kelly founded Recon Capital Partners where he served as
the Chief Investment Officer, Managing Partner and Portfolio Manager of
affiliated funds. He also previously worked for Goldman Sachs in the investment management division and Deutsche Bank’s debt capital markets group in London. Kevin received a Bachelor of Science Degree in Finance, Summa Cum Laude, from the W.P. Carey School of Business and Barrett, the Honors College at Arizona State University.

Description

The Banking SIG is comprised of Senior Banking, Broker Dealer, and other Financial services professionals. We meet on Zoom Conference, Third Tuesday of every month at 4:30PM EST Topics that we usually cover: - Audit and risk management - Compliance & corporate governance - Treasury/asset-liability management pre and post financial crisis - Managing relations with regulators(central ...

The Banking SIG is comprised of Senior Banking, Broker Dealer, and other Financial services professionals.

We meet on Zoom Conference, Third Tuesday of every month at 4:30PM EST

Topics that we usually cover:


- Audit and risk management
- Compliance & corporate governance
- Treasury/asset-liability management pre and post financial crisis
- Managing relations with regulators(central banks) and auditors
- Managing pension plans/investment management process
- Role of credit risk monitoring including real estate and commercial loans
- Importance of conservative lending and good underwriting standards
- Role of boards in properly overseeing Banks and Financial Institution counterparties
- Quantify/measure and properly assess trading risk
- New trends/issues impacting banks/financial institutions.

The purpose is to inform, engage audience, create a meaningful Q&A and good interaction between speakers and audience with a pre-post card exchange/greeting with speakers and members of audience thus increasing interaction and networking for all involved. We encourage FENG members to get involved and contribute with ideas, speakers, venue selection or other suggestions as needed. The speakers are "experts" in their respective areas of interest and we try to attract an audience with knowledge, expertise and strong interest in theme discussed but meetings are open to all FENG members.

In addition to helping FENG members network with each other and guest speakers of interest, we aim to educate and inform all banking SIG members on new trends that shape financial services industry on a day to day basis.

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Banking Special Interest Group Mar 16
4:30 PM - 6:00 PM
7 Not registered Free
How to Leverage FinTech in Asset Management, Family Offices and RIAs Feb 16
4:30 PM - 6:00 PM
66 Not registered Free
The Banking SIG Meeting Jan 19
4:30 PM - 6:00 PM
88 Not registered Free
Dec 15, 2020
4:30 PM - 6:00 PM
67 Not registered Free
Nov 17, 2020
4:30 PM - 6:00 PM
109 Not registered Free
Oct 20, 2020
4:30 PM - 6:00 PM
34 Not registered $5.00
Sep 15, 2020
4:30 PM - 6:30 PM
14 Not registered $5.00
Jul 14, 2020
4:30 PM - 6:30 PM
63 Not registered $5.00
Jul 14, 2020
4:30 PM - 6:30 PM
0 Not registered $5.00
Jun 16, 2020
4:30 PM - 6:30 PM
56 Not registered Free
Mar 10, 2020
4:30 PM - 6:30 PM
33 Not registered $5.00
Feb 11, 2020
4:30 PM - 6:30 PM
15 Not registered $5.00
Jan 14, 2020
4:30 PM - 6:30 PM
22 Not registered $5.00

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Member Stats

Total Members 9322
Alumni 4848 (52%)
Active 4240 (45%)
Associate 10 (1%)
Retired 221 (2%)
Former Member 3 (1%)