Balance Sheet
Management 2025______October 29-30 | 3rd AnnualHilton Charlotte Uptown, Charlottesponsor eventAttend event
20 +

Sessions

20 +

Speakers

150 +

Attendees

Reasons to Attend

Why Balance Sheet Management 2025?

Join leading finance and risk professionals at CeFPro’s Balance Sheet Management USA 2025 on October 28–30 in New York City.

This flagship event provides a vital platform to explore the evolving challenges and opportunities in optimizing balance sheets in a dynamic economic and regulatory environment.

Attendees will benefit from in-depth discussions on interest rate risk, capital and liquidity optimization, ALM strategies, and regulatory expectations. With insights from senior executives at major financial institutions, the agenda is designed to deliver practical takeaways and forward-looking perspectives.

Don’t miss this opportunity to benchmark with peers, gain actionable insights, and enhance your institution’s financial resilience in a time of heightened uncertainty.

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Past Attendees

Just some of the companies who attended last year:

 

Take a Closer Look

Key themes shared at Balance Sheet Management 2024

  • INTEREST RATE RISK

    Reviewing changes in the interest rate environment and preparing for impacts to balance sheets

  • LIQUIDITY

    Impacts of potential changes to liquidity standards and impacts to managing balance sheet

  • STRESS TESTING

    Reviewing the resilience of balance sheets through effective stress testing

  • BASEL END GAME

    Future impact of Basel requirements to financial institutions

Who’s Participating

Key Thought Leaders From Past Balance Sheet Management Congresses

Matthew Hornback
Managing Director, Global Head of Macro Strategy
Morgan Stanley

Michelle Jonson
Executive Vice President, Chief Risk Officer, Group Head, Risk Management
Federal Home Loan Bank of Chicago

Ty Lambert
Chief Risk Officer
Cadence Bank

Markus Lammer
CCO, Investment Banking and Capital Markets Americas
UBS

Ganesh Radhakrishnan
Managing Director, Head of US Regulatory Policy
Barclays

Ryan Hergrueter
Head of Balance Sheet and Capital Management
BNY Mellon

Thomas Dunn
Chief Treasury and Market Risk Officer
Northwest Bank

Ryan Spotts
Director, Global Liquidity Management
Bank of America

Mitchell Button
VP, Director of Financial Model Validation
U.S. Bank

Alison Li
Executive Audit Director
First Citizens Bank

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Our Trusted Partners

Past event partners include:

 

Our Trusted Partners

Content and Media Partners

Join us

Would your organization like to partner with us on this event?

To discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities, please contact [email protected] or call us on (+1) 888 6777007 more information.

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