On November 17, 2025, the Student Managed Investment Fund had the pleasure of welcoming Ana Arsov for a lunch event followed by an engaging presentation.
Ana is a senior financial services executive, a prominent public speaker, and banking and private credit expert. She is the Chief Investment Officer of her family office based in Connecticut and an independent board director for TD Bank Group. Ana is also an advisory board member of the Freeman College of Management at Bucknell University and member of the global board of “Room to Read” a leading global education not-for-profit organization.
With 25 years of experience and thought leadership in the financial services industry, encompassing risk management, research and ratings, Ana has demonstrated strategic acumen and analytical rigor, as well as a deep understanding of financial markets, regulation and a keen interest in corporate governance best practices.
Previously she held the position of Global Co-Head of Financial Institutions and Head of Private Credit at Moody’s Ratings, the leading provider of credit ratings and research for financial markets. In this role, she led global teams responsible for analyzing over 2,000 entities, spanning across banks, specialty finance companies, insurance firms, asset managers, securities firms, and market infrastructure providers.
As the founding global head of Private Credit at Moody’s Ratings, Ana spearheaded the firm’s analytical coverage of the private markets, overseeing the provision of ratings, research, and complex analytics across financial institutions, leveraged finance, and securitization sectors.
During Ana’s visit, students gained valuable knowledge about credit rating agencies, the rise of private credit and risks that come with it, and meaningful ways to work hard and stand out in the workplace.
The class thanks Ana for taking the time to share about her experiences and offer crucial insights about the financial services industry.
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