Canadian Banking and Insurance Briefing - Montreal
Registration for this event will close at 9am EST on November 8
IN-PERSON EVENT
Moody's Canadian Banking and Insurance Briefing returns to Montreal in November! Join us for a networking lunch, followed by a series of panels by our analysts on the outlook of the banking and isector in Canada.
Event Details:
Venue Name: Le Mount Stephen
Address: 1440 Drummond St, Montreal, Quebec H3G 1V9, Canada
Date: November 9, 2022
Time: 11:30 AM – 2:00 PM EST
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Marc R. Pinto, CFA is a Managing Director in the Financial Institutions Group. He is currently responsible for global credit ratings and research in the insurance and asset management industries. Mr. Pinto is also a sponsor of the Moody’s Network of CFA Charterholders, an active contributor to employee professional development initiatives, a Mentor Advisor in the Women’s Mentoring Program, and a member of the Asset Management Committee which oversees Moody’s retirement savings plans.
Prior to Moody’s, Mr. Pinto worked as a sell-side, buy-side and credit rating agency analyst in both New York and London. He was a top-ranked analyst (and lead several research departments) at Merrill Lynch, Head of Corporate Bond Strategy at broker/dealer Susquehanna International, a portfolio manager at KBW Asset Management, now part of Stifel Financial, and a Director at Fitch Ratings. Mr. Pinto began his career at the United Nations International Fund for Agricultural Development (IFAD) in Rome.
Mr. Pinto is a graduate of Columbia Business School and Trinity College (CT).
Laura Bazer is a Vice President - Senior Credit Officer in the Financial Institutions Group of Moody’s Investors Service. She is responsible for a portfolio of U.S. ratings within the Life Insurance Group.
Ms. Bazer worked for 6 years as a lending officer in the insurance and international divisions at The Bank of New York/Irving Trust Company prior to joining Moody’s in November 1993.
A graduate of Cornell University and Fulbright Scholar, Ms. Bazer holds an M.B.A. in finance and international business from NYU (1987), as well as an M.A. in economic and legal translation from the University of Geneva, Switzerland.
Robert Colangelo is Vice President for the North America Financial Institutions Group. Based in Toronto, he is a lead credit analyst for the largest Canadian banks and insurance companies and publishes related research on these institutions as well as the banking and insurance sectors.
Rob joined Moody’s in June 2021. Before joining Moody’s, Rob worked at another credit rating agency based in Toronto where he was a lead analyst on the large Canadian banks and various credit unions and other financial institutions in Canada. Rob also held a wide range of senior level positions in Finance at Royal Bank of Canada (RBC), including roles in External Reporting, Investor Relations and performance management reporting and forecasting. Rob holds a Bachelor of Commerce degree from the University of Toronto and is a Chartered Professional Accountant (CA).
Since joining Moody’s in November 1998, Peter Nerby has been responsible for analyzing and rating the investment banks, broker-dealers and exchanges within the U.S. securities industry. Peter is currently lead analyst covering Citigroup, Deutsche Bank and JPMorgan Chase. Peter came to the company with more than 15 years’ of experience in corporate finance, credit, and counter party analysis.
Prior to joining Moody’s, he led a team at Deutsche Bank that was responsible for managing the bank’s exposure to U.S. broker dealers. He also spent 12 years at JPMorgan and after completing JPM’s management training program, specialized in managing trading and derivatives counter party risk with regulated financial institutions and hedge funds.
Mr. Nerby holds a B.A. in Business Administration from the Richard Ivey School of Business at the University of Western Ontario. After graduation, he spent a year writing case studies on financial strategies of Canadian natural resource companies for use in the School’s graduate and undergraduate programs. He is a Chartered Financial Analyst.
Sadia covers a portfolio of US regional banks and finance companies and joined Moody’s in 2020. Prior to joining Moody’s, Sadia held positions at the International Fund for Agricultural Development, the Federal Reserve Bank of New York, and the Bank of Scotland.
Robert Colangelo is Vice President for the North America Financial Institutions Group. Based in Toronto, he is a lead credit analyst for the largest Canadian banks and insurance companies and publishes related research on these institutions as well as the banking and insurance sectors.
Rob joined Moody’s in June 2021. Before joining Moody’s, Rob worked at another credit rating agency based in Toronto where he was a lead analyst on the large Canadian banks and various credit unions and other financial institutions in Canada. Rob also held a wide range of senior level positions in Finance at Royal Bank of Canada (RBC), including roles in External Reporting, Investor Relations and performance management reporting and forecasting. Rob holds a Bachelor of Commerce degree from the University of Toronto and is a Chartered Professional Accountant (CA).