Ali Samad-Khan is President of Stamford Risk Analytics (formerly OpRisk Advisory). He has over thirteen years experience in risk management and more than twenty-five years experience in financial services and consulting. Ali has advised more than one hundred of the world’s leading banks, insurance companies, energy companies, technology companies, transportation companies, multi-lateral organizations and bank regulators on a full range of risk measurement and management issues. Key elements of his Modern ORM/ERM framework/methodology have been adopted by leading institutions around the world.
Recognized globally as a thought leader in the risk management space, Ali’s provocative articles and white papers have served as a catalyst for change in the way organizations manage risk. For his pioneering work in this field, Ali was named “one of the 100 most influential people in finance” by Treasury & Risk Management magazine. Ali is also a charter member of Who’s Who in Risk Management.
Ali was one of the primary authors of: “A New Approach for Managing Operational Risk – Addressing the Issues Underlying the 2008 Global Financial Crisis” a research paper released by the Joint Risk Management Section of the Canadian Institute of Actuaries, Casualty Actuarial Society and Society of Actuaries in December 2009.
Prior to founding Stamford Risk Analytics, Ali served as a Principal in the Enterprise Risk Management Department at Towers Perrin, where he was also Global Head of Operational Risk Management Consulting. Previously, Ali was President of OpRisk Analytics LLC, a software and data provider, which was acquired by SAS in 2003. Before that Ali worked at PricewaterhouseCoopers in New York, where he headed the Operational Risk Group within the Financial Risk Management Practice. Prior to that, he led the Strategic Risk Initiatives Group in the Corporate Risk Management Department at Bankers Trust. He has also worked at the Federal Reserve Bank of New York and the World Bank. Ali holds a B.A. in Quantitative Economics from Stanford University and an M.B.A. in Finance from Yale University.
Mark Smith
CEO & EVP Research
Ventana Research
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coming soon
Bill Savage
Assistant Vice President - Enterprise Risk Management
The Hartford Financial Services Group, Inc.
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Bill has been leading the development and implementation of ERM programs for the past nine years in the telecommunications, banking and insurance industries. Currently, Bill is responsible for the development of The Hartford Financial Service Group’s ERM methodology, risk policy process and risk management technology solution delivery strategy. Bill coordinates the efforts of 18 risk stewards, corporate compliance, line of business Chief Risk Officers and audit to ensure the effective implementation of risk management practices. In addition to being a speaker at industry conferences and leading educational institutions, Bill is the Chair of the RMA’s Operational Risk Management Discussion group.
Michael Yip
Director of Risk Management Pratice
Marsh Risk Consulting
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Mr. Michael Yip is a Vice President and the Global Practice Manager of Marsh Risk Consulting’s Enterprise Risk Management (ERM) practice. Michael brings over 16 years of management consulting experience, skilled in the development and implementation of strategic risk management processes and solutions. Prior to joining Marsh, he was an Associate Director of a Global ERM consulting practice.
Michael specializes in incorporating the Enterprise Risk Management (ERM) methodologies in his approach to strategic consulting and is experienced in the development and management of alternative risk financing options, including captives and reciprocals. He is a frequent speaker and thought leader in ERM and has been engaged in assignments to establish and implement corporate governance initiatives such as corporate-wide risk identification and risk assessment, strategic risk mapping and cost of risk analysis. Michael also provides strategic consulting in the design and development of Governance, Risk and Compliance (GRC) technology strategies, including leading engagements in business process improvement and enterprise risk management systems implementations.
Michael holds a Bachelor of Commerce (B.Comm.) degree from the Haskayne School of Business, specializing in Risk Management and New Venture Finance and also holds the Canadian Risk Management (CRM) professional designation.
For more information see Marsh’s website at:http://www.marshriskconsulting.com
Jason Mefford
VP of Process Assurance
Ventura Foods
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Jason Mefford is Vice-President, Business Process Assurance at Ventura Foods, LLC, a food manufacturer based in southern California (edible oils, shortenings, dressings, margarine, sauces, and flavor bases). He is responsible for all internal audit and investigation activities of the Company and was given the responsibility for improving the governance, risk management and internal control processes – including Company culture and ethics. He developed the Company’s Code of Conduct and other company-wide governance policies and initiatives including drafting and facilitating an update of the Company mission statement, vision and defining Company core values. He is in the process of establishing a values-based culture and implementing a risk-based internal audit approach.
Prior to joining Ventura Foods, LLC, Jason was the Director Internal Audit at the J.R. Simplot Company, a major agribusiness manufacturing company based in Boise, Idaho (food processing, fertilizer manufacturing and distribution, farming, and cattle operations). Before being hired by the J.R. Simplot Company he was a manager at both Arthur Andersen, LLP and KPMG, LLP.
He is a Certified Internal Auditor (CIA), Certified Public Accountant (CPA) and Certified Internal Controls Auditor (CICA). He is a member of the Institute of Internal Auditors (IIA) and the American Institute of Certified Public Accountants (AICPA). Jason is active in IIA and has served as the President of the Boise IIA Chapter, as a District Representative and currently serves on the International Membership Committee and the Member Services Delivery Model (MSDM) Steering Committee. He serves on the Leadership Council for the Open Compliance and Ethics Group (OCEG) a nonprofit organization that uniquely helps organizations drive Principled Performance® by enhancing corporate culture and integrating governance, risk management, and compliance processes. He has also been recognized by Yale University as a rising star in corporate governance.
Jason is a graduate of Boise State University and is currently completing a Masters in Business Administration (MBA) from the University of Southern California’s Marshall School of Business
Greg Reymann
Vice President and Chief Compliance Officer
Transamerica Asset Management Group
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Chief Compliance Officer and Chief Risk Officer of Transamerica Asset Management, Inc., the investment adviser to the Transamerica Asset Management Group, a $46 billion fund complex. As CCO, Greg has oversight responsibility for the 45 sub-advisers that manage approximately 160 mutual funds. Greg also manages a Compliance team of fifteen individuals, which averages twelve years’ industry experience and includes four other registered principals. Prior to joining Compliance in 2006, Greg served as Counsel (2004) and then Senior Counsel (2005) for the fund complex. Other work experience includes Corporate Counsel at Franklin Resources (1990 to 1999), four years’ legal private practice in wealth management, and three years in the IRS national office. Overall, Greg has more than fifteen years’ experience in the financial services industry. Greg has earned a B.B.A. (with honors) from the University of Kentucky, a J.D. from the University of Akron, an LL.M. in Taxation and in Estate Planning from the University of Miami, and is licensed with the Florida and Ohio Bars. Greg has published ten articles on tax, fiduciary and investment management matters, and has also participated in panel presentations for the ICI and NICSA. Greg also has earned his Series 6, 7 and 24 (general securities principal) licenses.
David F. Giannetto
CEO
The Telos Group and Author, The Performance Power Grid
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David F. Giannetto is co-Author and creator of The Performance Power Grid, The Proven Method to Create and Sustain Superior Organizational Performance, today's leading Enterprise Performance Management methodology and the nationally recognized book of the same name. He has been listed as a thought leader by Business Finance Magazine and is widely acknowledged as one of the most experienced business performance management practitioners in the United States. He is the former director of the EPM practice of J.H. Cohn’s Consulting Group and works with clients to provide a practical means to enable organizational change, implement strategic plans, improve focus and performance at an individual, group and corporate levels, achieving sustainable superior performance and competitive advantage.
David was a driving force behind the Business Performance Management and Reporting initiative at the United Nations Secretariat. He has led EPM initiatives at a diverse group of organizations, ranging from internet start-ups to some of the world's largest organizations, including:
FujiFilm’s award-winning performance management initiative, giving them an industry-leading competitive advantage for over two years, and redefining the entire consumer goods rebate industry.
Seattle City Light's award-winning EPM initiative refocusing the entire organization on providing superior customer service and safe, economical, environmentally friendly energy.
Shaping the EPM vision for organizations such as JPMorgan, Black & Decker, Kelly Services, Regeneron Pharmaceuticals, Mediacom Communications, WHX Handy & Harmon and Health Care Service Corporation (HCSC), embedding a new management methodology and re-architecting their Management Information Systems to improve financial and operational performance.
BlueCross BlueShield of Minnesota’s EPM initiative allowing them to reduce the total cost of care without sacrificing the quality of care, while also reacting to the changing demographics and buying habits of their membership and customer base.
Providing the UN Joint Staff Pension Fund, one of the largest pension funds in the world, with the ability to oversee the fiscal management of their fund, while also managing and protecting individual member wealth, while substantially reducing risk and achieving an industry-leading cost advantage.
His client list also includes BlueCross BlueShield in 5 other states, Roche, Schering-Plough, American Express, Scholastic books, Engelhard Chemical, Men’s Warehouse, and the Huntington Learning Center. This experience, in addition to his extensive experience as a writer and public speaker, has led to his recognition as one of today's newest business theorists. He is a Board Member of the Spina Bifida Resource Network.
Prior to joining Cohn Consulting Group, David gained extensive experience in operations, distribution, warehousing, and logistics as a senior manager for Airborne Express (currently DHL). He earned his MBA from Rutgers University and is currently a Professor of Organizational Behavior in the Rutgers’ Executive MBA program. He was a regular army officer in the 10th Mountain Division, and is an award-winning wildlife photographer and decoy carver. His next book, The Decoy Artist, is a narrative non-fiction work due for publication in Fall 2010 by Pelican Publishers.
Jerry Boerner
Executive Director, Finance
AT & T Mobile
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Alan Weintraub
Principal, ECM Solutions
Perficient, Inc.
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Alan Weintraub, a Principal, has extensive experience in all phases of Enterprise Content Management solution implementations. He has worked as a Research Director at Gartner, focusing on the Content and Document Management markets and a consultant where he designed and implemented document management systems. Prior to his consulting experience Alan engaged in technology management for major pharmaceutical companies. He has over twenty five years of experience in the information systems profession. Alan has a BSEE from Drexel University.
Robert Klotz
Vice President of Technology
Akibia
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As vice president of Technology at Akibia, Mr. Klotz is responsible for delivering service offerings that meet the evolving requirements of today's enterprise organizations. As Akibia's technical evangelist, Mr. Klotz articulates Akibia's strategic vision to customers, partners, prospects and the industry as a whole. He partners with Akibia's customers, serving as a high-level resource for advice and best practices while also ensuring the company is delivering services that align with customer priorities. Mr. Klotz has more than 15 years experience creating and delivering leading-edge technology solutions.