MOODY’S HELD OUR FIRST
CORE Solutions Summit

Wednesday, November 2, 2022
New York Stock Exchange

Moody’s first-ever CORE Solutions Summit featured insightful conversations around what diverse institutions and companies need to grow and thrive in order to have positive impacts on their communities and the broader economy.

As an integrated risk assessment company, Moody’s is all-in on applying our data, solutions, expertise, and partnerships to benefit minority-owned banks and businesses.

Learn more about the Summit below, and get involved in our CORE program by contacting us.
CORE Solutions Summit
Agenda
Introductions
Event MC
Cat Tucker, Managing Director-Product Management & Strategy
Moody’s Investors Service
Event and CORE Introduction
Gregory Robinson, Senior Director, Head of Market Intelligence / CORE Program Lead
Moody’s Analytics
Why CORE Matters to Moody’s
Rob Fauber, President & Chief Executive Officer
Moody’s Corporation
Economic Briefing
Cris deRitis, Senior Director-Deputy Chief Economist
Moody's Analytics
Panel
The Power of Capital – Access and Impact
Moderator
Ana Rayes, Vice President-Senior Analyst, ESG
Moody’s Investors Service
Panelists
Ron Parker, President & Chief Executive Officer
National Association of Securities Professionals
Aron Betru, Chief Strategic and Operating Officer
Trident
Eben Sheaffer, Chief Financial Officer
Inclusiv
Panel
Understanding the Risk of Investing on CDFIs
Moderator
Tiphany Lee-Allen, Senior Vice President-Senior Product Manager
Moody’s Investors Service
Panelists
Marc Pinto, Managing Director-Financial Institutions
Moody's Investors Service
Rita Sahu, Vice President-Senior Credit Officer, Financial Institutions
Moody's Investors Service
Kristin Giantris, Chief of Client Services
Nonprofit Finance Fund
Solutions / Demo Stations
Stephen Tulenko, President
Moody’s Analytics
Alok Jain, Director-Sales Manager
Moody’s Analytics
Sustaining Growth: Fireside Chat with TruFund and Moody's Corporation
Tameka Alsop, Chief Administrative Officer
Moody's Corporation
James Bason, President & CEO
TruFund Financial Services
Closing
Christine Elliott, Chief Corporate Affairs Officer
Moody’s Corporation