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SBL Forum 2019 – Round Table speakers announced

22 February 2019

Get together with senior banking executives involved in Securities-based lending (SBL), wealth management, credit, underwriting and loan operations to discuss how your world is rapidly changing and evolving.

A selection of financial institutions already booked for this year’s Forum include:

The PNC Financial Group
Wells Fargo
East West Bank
The Bancorp
US Bank
Wilmington Trust
Nationwide Financial
TD Wealth
Popular Bank
Citizens Bank

We are delighted to announce that Mitch Richter from US Bank and Sue Bachner from Wilmington Trust will lead our Round Table discussion.

Apart from your travel and accommodation costs, Rockall is pleased to host your participation in this event.  Places are limited!

The 2019 program features all of the usual panels and case study discussions, uncovering best practice and trends at your peer institutions. See more of the preliminary program below:

Tuesday, April 30th

12.00 – 1.00pm Golfers’ Lunch
1.00pm Tee off!
7.00pm Pre-dinner cocktails
7.45pm Dinner

Wednesday, May 1st

9.00 – 9.15am Welcome address
  Setting the scene for the Forum
9.15 – 9.35am         The SBL low-down
This session will discuss current SBL growth trends, drivers & challenges.
Followed by Q&A.
9.35 – 10.05am Transforming systems to accelerate SBL delivery
Radically changing how SBL is “done” in order to achieve scale and reinvent wealth lending. Where is the SBL business focus headed in terms of market segments, etc.?
Followed by Q&A.
10.05 – 10.45am Secrets for SBL success under changing market conditions
Despite market conditions, SBL growth continues. Learn how some FIs are dealing with volatility and improving client engagement and onboarding in order to drive new business.
Followed by Q&A.
10.45 – 11.15am Coffee & Networking
11.15 – 11.45am Wealth Lending under the microscope
What insights are revealed by wealth lending analytics? How can we capture value from the volumes of data we handle?
11.45 – 12.15pm SBL Perspectives – Round Table
Open discussion with industry leaders on best practice, tactic and approaches to building a strong, future-proofed SBL book.
12.15 – 1.00pm The War against Financial Fraud – tales from the front line with Bob Mazur
Bob Mazur is a leading authority and internationally recognized expert on money laundering techniques following a highly-decorated career as a federal agent with 3 U.S. agencies including five years undercover infiltrating the Medellin Cartel.  He will share his unique insights on identifying and managing the type of financial risk that could otherwise inflict costly reputational loss.
1.00 – 1.50pm Lunch
1.50 – 2.50pm FASTNET: Delivering SBL-in-the-Cloud
Uncovering the latest features and functionality in FASTNET with a discussion of future roadmap concepts.
2.50 – 3.05pm Final Q&A
3.05 – 3.15pm Closing remarks

Rockall's Clients and Partners

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