Conference Materials

2015

Operational Risk Management: New Products and Offerings

Wednesday, April 22, 2015 10:30 AM - 11:30 AM

Speaker

Lisa Garcia

Chief Risk Officer, Director of Fiduciary Services
ATLANTIC TRUST PRIVATE WEALTH MANAGEMENT
Boston, Massachusets

Speaker Bio

Session Description

New internal products and offerings must undergo the same level of scrutiny and due diligence, if not more, as any other client offering. How can we, as risk managers, ensure that such new products and offerings are appropriately vetted so that they may be successful without breaching a firm's risk appetite or risk limits? What are some of the approaches and requirements that will result in a supportive "yes" to such new products and offerings?

Session Material

Presentation