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Private Placements Industry Forum - PPIF (USA)
January 23 - 26, 2023
1 Hotel South BeachMiami, Florida

Charles Therriault
Director, NAIC Securities Valuation Office at NAIC

Profile

Charles Therriault holds an MBA from the University of Hartfordand a BS in Finance from the University of Connecticut. He is also a CharteredFinancial Analyst charterholder. He rose to Assistant Vice President in thePrivate Placements group at Citigroup performing credit analysis on theTravelers insurance divisions’ investments. Prior responsibilities at Citigroupincluded implementing a private equity investment management and accountingplatform, and managing a portfolio analytics & performance attributiongroup. After Citigroup he joined Washington Mutual Corporation as a First VicePresident, working on mortgage-servicing rights valuation and analytics. Hethen took a position at BNY Mellon and was a Managing Director in theGovernment Solutions group managing various scale initiatives supporting theU.S. government’s financial stability programs. In 2013, Charles was appointedthe Director of the NAIC’s Securities Valuation Office.

Agenda Sessions

  • THE NAIC UPDATE

    8:35am
  • NAIC INDUSTRY DISCUSSION: EXPLORING THE NEW REGULATIONS

    12:15pm