Uncharted Risks: How Financial Institutions Are Preparing for What's Next

AI, Climate, and trade shocks are reshaping risk management. Are you ready?

Join PRMIA Boston as we bring together top experts from industry and academia to explore the “never-seen-before” challenges facing banks and asset managers from artificial intelligence and climate risk to major global trade disruptions.

Discover how leading organizations are preparing to respond effectively and strategically to emerging threats.

Learn practical approaches and forward-looking strategies to stay ahead in an unpredictable risk environment.

5:00pm - 5:25pm Check in

5:30pm - 6:50pm Conversation and Q+A

6:50pm - 7:30pm Networking Reception

Esteemed Speakers

Vipul Bhushan, Moderator LinkedIn
Vipul continues his long career driving many of the “quant” efforts within the many areas of State Steet Corporation. His current area of focus is the development of private asset markets. With a dual-track academic background in both business and nuclear physics, Vipul a has a global perspective and deep quantitative knowledge that will ensure a masterful seminar.

Emilian Belev, LinkedIn
Emilian has more than two decades of experience leading the quant development and innovation in modeling the full spectrum of investment assets - stocks, bonds, derivatives, private equity, debt, real estate, and a long list of exotic, and esoteric investments. He has published seminal and innovative research articles in peer reviewed industry publications on these topics and has made public appearances presenting at various industry events in North America, Europe, and APAC. Emilian is an actively involved CFA charter holder, holder of the Certificate in Advanced Risk and Portfolio Management, and an expert contributor to the curriculum of the CFA Institute and PRMIA. He is a winner of the 2013 New Frontiers in Risk Management award by the Professional Risk Management International Association, and the 2015 Best Practitioner Research award of the American Real Estate Society.

James Cataldo, PhD LinkedIn
Jim is currently a faculty member of the business school at the University of Rhode Island. He was previously associated with the Sawyer Business School of Suffolk University. His lengthy career in industry includes working as a federal bank regulator, and senior risk management positions with both public and private institutions such as the Federal Home Loan Bank of Boston, Cantor Fitzgerald, and Citizens Bank. He has a long list of peer-reviewed publications including two that have won awards from the American Accounting Association and the New York Society of Chartered Financial Analysts.

Alik Sokolov, PhD, CFA LinkedIn
Alik Sokolov is founder and CEO of Sibli, a Canadian firm pioneering artificial intelligence applications for financial institutions. He continues in his role as Managing Director of the Risk Lab at the University of Toronto which develops machine learning methods for finance and risk applications. He is lead author of a prominent paper on use of AI to discover causal relationships between economic and financial variables. His diverse industry background includes a six-year period at Deloitte, and working for the investment organization by tech entrepreneur Peter Theil.

Marcus Cree, Risk Management Specialist, FIS LinkedIn
Marcus has accumulated 30 years of experience in financial risk management, working across banks, investment firms, and software companies. His expertise spans market, credit, and liquidity risk, as well as stress testing and capital management. Currently, he serves as a global SME for risk management at FIS. He has delivered speeches, authored articles, and published papers on risk management, with a recent focus on climate-related financial risk management. Additionally, he has developed and teaches a course on Finance and Risk Management at NYU Tandon School of Engineering.

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