Primary navigation:

QFINANCE Quick Links
QFINANCE Topics
QFINANCE Reference
Add the QFINANCE search widget to your website

Home > Upcoming Financial Events

Finance Conferences and Events

The QFINANCE calendar brings you the latest finance conferences and events in the world of business and economics. An essential tool to keep you up-to-date with the latest finance events from around the globe.

If you have any events or conferences you would think should be included as well, please contact us on qfinance.event@bloomsbury.com

Capital Markets Forum 2014

Event start date: September 23, 2014,
Event end date: September 24, 2014,

Launched in 2008, the forum returns to raise the debate on the approaches being taken to avert the next crisis. Join leading institutions to explore the impact of the new market structure, the regulatory approach to control and make sense of it from both a business and regulatory perspective.

QuantFinance followers are entitled to a 10% discount by quoting: QF14 For full information on the forum including; event brochure, agenda and speaker line-up, please visit: http://www.capitalmarketsforum.com

HEAR FROM OVER 20 SENIOR PROFESSIONALS INCLUDING: - Head of Unit, Economic Analysis of Financial Markets, European Commission
- Head of Scenario Analysis & Major Risks, Group Operational Risk, RBS
- Global Head of Regulatory Change Markets, HSBC
- Chief Operating Officer, Global Risk, HSBC
- Director, Head of Monitoring & Surveillance, UK & OSI, Barclays
- Managing Director Regulatory Implementation, Global Capital Markets, Citi
- Managing Director, Morgan Stanley Operations
- Director, Risk Management, Mizuho International

View the full speaker line-up here: http://www.capitalmarketsforum.com/index.php/speakers-top

PLUS DON'T MISS
Post-Forum Regulatory Masterclass - 24 September
"The Who, Why, What, When, How and 'So What' for Effective Capital Compliance"
 - Led by: PJ Di Giammarino, & Alaric Gibson, JWG

DISCOUNTS & CONCESSIONS
If you register before this Friday 29 August, you can register for as little as £798 for the Forum and Masterclass. Plus an additional discount of 10% for QuantFinance followers. Any questions please contact CFP's Events Department: info@cfp-events.com or 0845 680 5172 Register here: http://www.capitalmarketsforum.com/index.php/register

Further information:
Event URL: http://www.capitalmarketsforum.com

Quant Risk Management 2014

Event start date: October 7 2014, 9.00am EST
Event end date: October 8 2014, 6.00pm EST
Venue: Etc.Venues – Prospero House
Location: London, UK

Assessing The Impact Of Regulation On The Quantitative Risk Professional.

Critical Themes, Topics and Sessions include:
XVA * CVA * DVA * FVA * DVA * Modelling CCR Exposure * Fundamental Review of the Trading Book * Risks Not In VaR * Modelling of Credit Components * Model Risk & Validation * Modelling Risk Exposure to Counterparties * Initial Margin for OTC Derivatives * Rates eTrading 



Hear Presentations and Panel Discussions from Over 20 Senior Quant Risk Professionals Including:
· 

Julian Phillips, Managing Director, Chief Model Risk Officer, BAML
· Andrew Lyon, Director, Head of Rates, Equities, CVA & Funding Methodology, Deutsche Bank
· Hunor Albert Lorincz, Global Head of Rates & Inflation Model Validation, Nomura
· 
Tokiya Kishie, Director, CVA Structuring, Citi 

· Jon Danielsson, LSE 
Chris Kenyon, CVA/FVA Quantitative Research, Lloyds Banking 

· Brandon Davies, Chairman, Premier European Capital
· 
Raphael Albrecht, Director, Independent Validation Unit, Barclays 

· Keith Garbutt, Head of Model Risk Management, Credit Suisse 

· Gaël Robert, Director Counterparty Credit Risk, Mizuho International
· 
Manlio Trovato, Head of Rates & Credit Quantitative Research, Lloyds Bank 

· Anish Shah, Quantitative Modelling & Market Risk Audit, Barclays 

· Fabrizio Anfuso, Head of CCR Backtesting Methodology, Credit Suisse
· 
Dr. Marius Bochnia, Director Model Development, Landesbank Baden-Württemberg 

· Sean Hrabak, Director, Model Validation, Citi 

· Andrew Green, Head of CVA/FVA Quantitative Research, Lloyds Banking
· 
Jeremy Vice, Managing Director, Head of CVA Trading, UniCredit 

· Igor Smirnov, Head of Fixed Income Quantitative Research, Banco Santander


To view the full agenda, speaker line-up or download the brochure, please visit http://www.cfp-events.com/quantrisk

Further information:
Telephone no.: +44 (0) 845680 5172
Email address: info@cfp-events.com
Event URL: www.cfp-events.com/quantrisk

Quant Risk Americas 2014

Event start date: October 28 2014, 9.00am EST
Event end date: October 29 2014, 6.00pm EST
Venue: Marriott Downtown New York
Location: New York, NY

Assessing The Impact Of Regulation On The Quantitative Risk Professional 



Critical Themes, Topics and Sessions include:
• CCAR & DFAST • XVA • FVA • Interest Rate Risk • PPNR Forecasting • Review Of The Trading Book • Modeling Capital & Credit Components • Model Risk & Validation • SA-CCR • Data Management

Hear Presentations and Panel Discussions from Over 25 Senior Quant Risk Professionals Including:
· Julian Phillips, Managing Director, Chief Model Risk Officer, BAML
· Victor Ng, MD, Global Head of Corporate Risk & Chief Risk Architect, Market Risk, Goldman Sachs
· Viktor Ziskin, Head of Quantitative Strategies, CIT
· Eugene Shuster, CRO, Head of Risk Management, Nomura Asset Management USA
· Lourenco Miranda, Head of Quantitative Analytics, US Bancorp
· Bernhard Hientzsch, Head of Model, Library and Tools Development, Model Validation & Approval, Wells Fargo
· Sanjay Sharma, CRO, Global Arbitrage & Trading, RBC Capital Markets
· Lee Huang, Director, Model Risk and Vetting, BMO Financial Group
· Ruey Tsay, HGB Alexander Professor of Econometrics and Statistics, Chicago Booth School of Business
· Peter Curley, Associate Director for Clearance and Settlement, Division of Trading and Markets, SEC
· Jon Hill, Head of Market and Operational Risk Model Validation, Morgan Stanley
· Dr. Robert Jarrow, Ronald P. and Susan E. Lynch Professor of Investment Management, Cornell University
· Anna Shender, MD, Enterprise Capital Management – Regulatory Policy, Bank of America
· Attilio Meucci, Chief Risk Officer, KKR
· Michael Pykhtin, Manager, Quantitative Risk Management, Federal Reserve Board

To view the full agenda, speaker line-up or download the brochure, please visit 
http://www.cfp-events.com/quantusa

Further information:
Telephone no.: +1 888 677 7007
Email address: info@cfp-events.com
Event URL: www.cfp-events.com/quantusa

2nd Annual Proactive Operational Risk Management

Event start date: February 2015,
Location: NYC, NY

This GFMI conference will help companies to develop and maintain their operational risk resilience. The latest approaches for operational risk measurement will be presented. The emerging threats such as reputation risk, social media and vendor risk will be evaluated. Most importantly, ways to maintain a holistic, enterprise wide operational risk management will be examined.
Operational risk is the most dynamic risk in a financial institution today. New threats are constantly emerging and systems and processes need to be adapted to respond to the changing environment. Most companies have developed operational risk programs today, but the key is to sustain and improve these programs.
Heads operational risk, reputational risk and enterprise risk from financial institutions will interact with speakers and their peers in a classroom-style setting that fosters both audience interaction and engagement. Seating for this conference is limited to maintain an intimate educational environment that will cultivate the knowledge and experience of all participants.

Further information:
Telephone no.: 1.312.894.6310
Email address: tylerke@global-fmi.com
Event URL: http://www.global-fmi.com/marcusevans-conferences-event-details.asp?EventID=21314&SectorID=2&utm_source=QFinance&utm_medium=listing&utm_term=operational%20risk%20management&utm_content=21314_QFinance_listing&utm_campaign=21314_QFinance_listing#.U5CWxHJdVJg

4th Annual Risk Management Forum 2014

Event start date: September 11 2014,
Event end date: September 12 2014,
Venue: Hotel NH Danube City
Location: Vienna, Austria

Since the financial crisis of 2008 ,the world - and mainly financial institutions - realized how essential it is to aim not only for success but also to plan strategies for undesired scenarios. Risk Management is one of the hottest topics nowadays, which continues to pose a great challenges to the industry. The 4th Annual Risk Management Forum will provide participants with the newest regulatory changes and their effects on the financial sector; provide the possibility to learn how to avoid common mistakes and use innovative techniques to manage risk; and, moreover, secure a platform for networking and building new relations.

Further information:
Telephone no.: +36 1 848 05 32
Email address: glc@glceurope.com
Event URL: http://globalleadingconferences.com/conferences/risk-Credit%20Risk-Basel%20III-CRD%20IV-Risk%20Management-Portfolio%20Management

Post-Trade Forum

Event start date: September 11 2014,
Event end date: September 12 2014,
Venue: NH Danube City Hotel
Location: Vienna, Austria

On the stage of the global finance, where the shadow of the crisis is still lingering and its repercussions are being felt all over the world, regulators along with financial institutions strive for the harmonization of the still fragmented post-trade market. Market participants are steering their way through the complex matrix of various regulatory initiatives tinted with new market entries and increasing competition to assure their position and make the best use possible of the tightening obligations. Apart from roadmaps and guidelines that assist in the understanding of the complicated market infrastructure, real-time tools and automated IT structures are also easing the regulatory pressure.
The expert speakers and panelists of the Post-Trade Forum 2014 are going to share their professional insight and experience on the current market situation, how to successfully adapt and implement regulatory requirements. They will also provide an outlook on the current global landscape and reveal strategies on how to keep up with the innovations and incorporate them in your existing business mode. As usual the event will also provide an excellent opportunity to network with industry peers, while allowing the participants to establish new business contacts.

Further information:
Telephone no.: 1-361-848-05-47
Email address: glc@glceurope.com
Event URL: http://globalleadingconferences.com/conferences/post-trade-forum

Winning in IRA Rollovers

Event start date: September 15 2014, 8.00am EST
Event end date: September 16 2014, 12.00pm EST
Venue: The Harvard Club
Location: Boston, MA

Attend the best meeting in the rollover market with leaders in the industry from Charles Schwab, Fidelity, E*Trade, TIAA-CREF, Great-West Financial, Voya Retirement Advisors, and the Capital Group for discussions on the prioritizing relationships in the market, strategies and tactics for engaging disparate population segments, optimal communications with plan sponsors, and behavioral economics and product and platform development.
Mention Code FMP172 during registration for 10% discount.

Further information:
Telephone no.: 1-704-341-2445
Email address: wbetts@frallc.com
Event URL: https://www.frallc.com/conference.aspx?ccode=B934

Establishing a '40 Act Alternative Fund

Event start date: September 17 2014, 8.00am EST
Event end date: September 18 2014, 5.00pm EST
Venue: The Princeton Club
Location: New York, NY

What's especially unique about this program is the design. On day one: Successfully Operating a ‘40 Act Alternative Fund – take a deep dive into what it takes to efficiently run a fund in this space. On day two: ‘40 Act Alternative Fund Growth Strategies –explore the overall marketplace and how to distribute your fund through various lucrative channels.
Attend day one, day two, or for optimum value and substance attend both days!
Mention Code FMP172 during registration for 10% discount.

Further information:
Telephone no.: 1-704-341-2439
Email address: keberhard@frallc.com
Event URL: https://www.frallc.com/conference.aspx?ccode=B933

Private Investment Funds Due Diligence Summit

Event start date: September 22 2014, 8.00am EST
Event end date: September 23 2014, 5.00pm EST
Venue: The Princeton Club
Location: New York, NY

This is an insider-only event that will bring together investors, and industry leaders in hedge funds and private equity funds to address current and future trends in due diligence. Plus, new this year: post-conference workshop on private equity due diligence with information on the SEC and new enforcement actions, management fees, and valuation.

Further information:
Telephone no.: 1-704-341-2441
Email address: mwilliams@frallc.com
Event URL: https://www.frallc.com/conference.aspx?ccode=B941

12th Annual Managed Account & UMA Summit

Event start date: September 29 2014, 8.00am EST
Event end date: September 30 2014, 5.00pm EST
Venue: The Princeton Club
Location: New York, NY

The Summit covers absolutely everything that's vital to this booming industry's future, from holistic and goal-based investing, to outsourcing, overlay technologies, active ETFs in managed accounts…and so much more!

Further information:
Telephone no.: 1-704-341-2439
Email address: keberhard@frallc.com
Event URL: https://www.frallc.com/conference.aspx?ccode=B929

3rd Annual FATCA and Global Tax Compliance Forum

Event start date: November 4, 2014,
Event end date: November 6, 2014,
Location: New York, NY

This marcus evans conference comes at a pivotal time for the financial industry. With the global implementation of FATCA and anticipation of the Common Reporting Standard, the financial industry has never seen such a regulatory overload and focus on ensuring proper compliance processes. As these multi-national regulations become implemented and processed, increased and more detailed reporting is necessary.

The agenda aims to assist leaders within the legal industry in digesting and analyzing the intricate processes and regulations required by the US Government and the Organisation for Economic Co-operation and Development (OECD). Presentations will focus on the aforementioned topics, as well as implementing new systems to manage extraneous reporting demands, and how to anticipate the CRS.

Heads of FATCA, Information Reporting and Compliance from leading banking companies will interact with speakers and their peers in a classroom-style setting that fosters both audience interaction and engagement. Attendees will walk away from this forum with a thorough understanding of how to create a structured reporting framework based on best practices from the practical and operational examples provided.

Further information:
Telephone no.: 1.312.894.6310
Email address: tylerke@marcusevansch.com
Event URL: http://www.marcusevans-conferences-northamerican.com/marcusevans-conferences-event-details.asp?EventID=21508&SectorID=2&utm_source=Qfinance&utm_medium=listing&utm_campaign=21508_Qfinance_listing

Model Management, Risk, Validation and Stress Testing Conference

Event start date: November 10, 2014,
Event end date: November 11, 2014,
Location: New York, NY

This GFMI conference will provide banks with the necessary tools to set up a robust model development structure, benchmark testing and validation methodologies to increase model performance while embedding risk control with governance. Moreover it will address the latest regulatory requirements coming from the OCC and Basel and enlighten the right framework that financial institutions are expected to be aligned with.

Today model risk management is a top priority for banks: in view of recent regulatory reinforcements, banks need to set up a full operating model risk department. Our expert speaker panel will provide knowledge and best practices to align model risk strategy and improve internal control in order to enhance model performance and translate results into financial profits.

Heads of Model Risk, Model Validation and Credit Risk from leading banks and financial institutions will interact with speakers and their peers in a classroom-style setting that fosters both audience interaction and engagement. Over the two-day conference, speakers will share personal insight into improving internal validation and how to excel in model development.

Further information:
Telephone no.: 1.312.894.6310
Email address: tylerke@marcusevansch.com
Event URL: http://www.global-fmi.com/marcusevans-conferences-event-details.asp?EventID=21507&SectorID=2&utm_source=Qfinance&utm_medium=banner&utm_campaign=21507_Qfinance_banner#.VADDnsVdVJg

5th Annual Private Equity Tax, Operations and Compliance Forum

Event start date: November 13, 2014, 8.00am EST
Event end date: November 14, 2014, 5.00pm EST
Venue: The Princeton Club
Location: New York, NY

Whether you're from a large fund or small fund or your investment strategies greatly differ from others, this program was carefully designed to equip a wide-spread array of fund professionals with exceptional guidance on how to cost-effectively ensure total compliance and operational excellence.
Mention Code FMP172 during registration for 10% discount.

Further information:
Telephone no.: +1-704-341-2439
Email address: keberhard@frallc.com
Event URL: https://www.frallc.com/conference.aspx?ccode=B945

Winning and Retaining Institutional Mandates

Event start date: November 17, 2014, 8.00am EST
Event end date: November 18, 2014, 3.00pm EST
Venue: The Harvard Club
Location: Boston, MA

Institutional investors and consultants will tell you how to win and keep their business. Leading industry practitioners will reveal the secrets of their success in acquiring new clients and servicing existing ones. The context is an interactive environment with plenty of opportunities to ask questions and network.
Mention Code FMP172 during registration for 10% discount.

Further information:
Telephone no.: +1-704-341-2441
Email address: mwilliams@frallc.com
Event URL: https://www.frallc.com/conference.aspx?ccode=B947

16th Annual Effective Hedge Fund Tax Practices

Event start date: November 18, 2014, 8.00am EST
Event end date: November 19, 2014, 5.00pm EST
Venue: The Princeton Club
Location: New York, NY

Don't miss the industry's most comprehensive hedge fund tax conference! You'll hear from a number of prominent tax experts discuss the most imperative matters facing hedge funds while highlighting the most successful strategies used by some of the industry's best performing funds. Plus, earn 16 CPE Credits!
Mention Code FMP172 during registration for 10% discount.

Further information:
Telephone no.: +1-704-341-2439
Email address: keberhard@frallc.com
Event URL: https://www.frallc.com/conference.aspx?ccode=B931